Onboarding Officer - Video KYC_Digital Banking Kotak 811_0768_1461_1055429
At a glance
Mid-level Video Production role at Hcbt. Thane · full-time.
Pay not stated Video Production salary
growthroles summary, based on the employer's posting.
What you'll do
- Complete customers’ KYC checks over secure video calls, confirming the person matches the application
- Check submitted details against documents and keep a courteous, professional tone throughout each interaction
- Recommend relevant banking products, explain them accurately and work toward VKYC and cross-selling targets
- Call back customers missed on the first attempt, resolve queries promptly and record each interaction
- Follow security and quality procedures, applying process updates and feedback from team leaders and quality coaches
What you bring
- Careful attention to detail when checking customer information and documents
- Clear communication and a professional manner when speaking with customers
Who this fits
This role suits someone comfortable handling customer video calls, completing identity checks and cross-selling banking products. The role is based in Thane, India.
From the employer
As an Onboarding Officer for Video KYC (VKYC) under Kotak 811 Digital Banking, you will be responsible for completing full KYC verification for customers via secure video calls. This role is critical in ensuring a smooth, compliant, and customer-friendly onboarding experience. You will verify customer details, ensure documentation accuracy, and maintain high service standards throughout the VKYC process. In addition to KYC verification, you will also engage in cross-selling banking products, providing accurate product information, and ensuring customer satisfaction. The role demands excellent communication skills, attention to detail, and a professional demeanor to represent the bank effectively.
Conduct secure video calls with customers to complete full KYC verification. Verify customer-submitted details and ensure documents match the application. Confirm VKYC is completed by the correct individual (Right Party Verification). Maintain a courteous and professional relationship with customers during the KYC process. Cross-sell relevant banking products and services during interactions. Provide complete and accurate information about products pitched to customers. Follow up with customers who are unavailable during initial contact and ensure timely callbacks. Meet defined targets for VKYC conversions and cross-selling. Ensure customer delight through consistent service and timely resolution of queries. Maintain detailed records of calls and customer interactions. Adhere to information security norms and quality process standards. Stay updated on process changes and implement feedback from team leaders and quality coaches.Not this one either?
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