Onboarding Officer - Video KYC_Digital Banking Kotak 811_0768_5031_1045636
On-site Uttar Pradesh Full-time Mid-level Video Production
At a glance
Mid-level Video Production role at Hcbt. Uttar Pradesh · full-time.
Pay not stated Video Production salary
RoleVideo Production
SeniorityMid-level
LocationUttar Pradesh
WorkplaceOn-site
EmploymentFull-time
PostedOct 29, 2026
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Complete customers’ KYC checks through secure video calls and verify the caller is the applicant
- Compare customer details with application documents, then record calls and other interactions accurately
- Present suitable banking products, give correct information, and meet VKYC and cross-selling goals
- Follow up with customers who cannot be reached initially and respond to queries promptly
- Apply security and quality procedures, incorporating process updates and coaching feedback
What you bring
- You bring clear communication, careful attention to detail, and a professional manner in customer interactions
- You can provide accurate product explanations while delivering courteous service and handling customer queries
Who this fits
This on-site role in Uttar Pradesh suits someone comfortable conducting customer video calls, completing identity checks, and cross-selling banking products. You’ll handle an individual contributor role with VKYC and cross-selling targets.
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.