Onboarding Officer

We are seeking a dedicated Onboarding Officer to join our Digital Banking Kotak 811-VKYC team. In this role, you will be responsible for guiding customers through the Video Know Your Customer (VKYC) process, ensuring a smooth and secure onboarding journey. Your expertise will be instrumental in enhancing our digital banking services and driving sales for the bank.

• A bachelors degree in a relevant field, such as business, finance, or customer service.
• Prior experience in customer service, sales, or a related field is preferred.
• Excellent communication and interpersonal skills, with a customer-centric approach.
• Strong problem-solving abilities and a proactive mindset.
• Proficiency in using digital banking platforms and tools.
• Ability to work independently and manage multiple tasks effectively.
• A good understanding of regulatory requirements and compliance standards.
• Willingness to learn and adapt to new technologies and processes.
• Strong attention to detail and a commitment to delivering a high-quality customer experience.

• Assist customers in completing the VKYC process, offering step-by-step guidance and support.
• Ensure a secure and compliant onboarding experience, adhering to all regulatory requirements.
• Provide excellent customer service, addressing queries and concerns promptly and professionally.
• Act as a sales representative, promoting and cross-selling Kotak Mahindra Banks products and services to customers.
• Maintain accurate records and documentation of customer onboarding processes.
• Collaborate with the VKYC team to identify and implement process improvements.
• Stay updated with the latest digital banking trends and best practices.
• Work closely with the sales team to achieve sales targets and provide valuable customer insights.
• Ensure a positive and efficient customer experience throughout the onboarding journey.