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Kotak Life Insurance
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Onboarding Officer-Video KYC-Digital Banking Kotak 811-Regional Sales

Onboarding Officer-Video KYC-Digital Banking Kotak 811-Regional Sales

Kotak Life Insurance

1 - 4 years

3 - 7 Lacs

Thane

Posted:1 week ago| Platform:

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Skills Required

sales channel sales regional sales distributor sales retail sales distribution marketing sales executive activities b2b sales tamil channel management selling direct sales dealer management distributor handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role 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 follow up is done on time Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Meet targets on conversion and Cross selling as defined from time to time. Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance

Job Requirements: Graduate with decent English communication. Candidates with fluency in local languages will be an added advantage (Telegu, Kannada, Tamil, Malayalam, Marathi & Gujarati) Candidate should have a pleasing personality and should be presentable.

Male Candidate should be well groomed with no visible tattoos, piercing, fancy hair colour, Formal attire which should be clean and well ironed, tie, etc.

Female Candidate should be well groomed, decently dressed, no Tatoos/ Inks, no fancy hair colour (Streaks), and light makeover.

Should be dedicated and display integrity.

Willingness to learn with an attitude of continuous improvement.

Willing to work in rotating shifts

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Onboarding Officer-Video KYC-Digital Banking Kotak 811-Regional Sales