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Onboarding Officer
Kotak Mahindra Bank
Experience n/a
Full-time
Thāne, Maharashtra, India
Job description
Customer Support
Banking
Experience n/a
## description Job Role: · Video call customers to complete the Full KYC · Verify the details submitted by the customer while opening the account and Documents submitted are matching · Ensure VKYC is completed by the Right Party only · Should maintain a good relationship with the customer throughout the KYC process. · Cross-sell other banking products. · Give complete and correct information on all the products pitched to the customer · Take call backs in case the customer is busy and ensure the…
Skills
Primary
Secondary
Responsibilities
Complete Full KYC via video calls with customers
Verify customer details and submitted documents for account opening
Ensure VKYC is completed by the right party
Maintain good customer relationships throughout the KYC process
Cross-sell other banking products
Provide complete and correct information on all pitched products
Manage customer callbacks and ensure timely follow-ups
Ensure quality communication and customer servicing within benchmarks
Meet targets on conversion and cross-selling
Ensure customer delight and consistent service experience, including query resolution