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CASE STUDY - Unicorn Ops activates 2000+ digital savings accounts month on month for a leading private bank.

The Tele sales team at Unicorn Ops successfully activated 2000+ digital savings accounts on a month on month basis with a 3x conversion rate compared to benchmark & where 100 % live onboarding calls were completed under 10 minutes

Client Overview

Kotak Mahindra Bank, one of India’s top private banks, wanted to promote its fully digital zero-balance savings account, "Kotak 811," across India. The objective: onboard thousands of customers monthly — all via remote, app-based journeys, guided entirely over the phone.

The Challenge

The bank needed to drive high-volume adoption of its Kotak 811 accounts, requiring users to complete a multi-step app-based onboarding journey in real-time over a phone call — all within 7–8 minutes. Agents had to simultaneously educate, retain, and guide customers through app download, form filling, Aadhaar OTP verification, and KYC submission.

Key Challenges

    • 1,000 account activations/month (scalable)
    • Pan India
    • Daily volume-based conversion targets
    • High-volume outbound calling and full customer onboarding over call

Our Solution

Unicorn OPS deployed a focused, trained, and highly driven telesales team to manage the entire account activation journey.

Dual-Team Strategy
    Telecalling Team (15 Agents):
    • Explained Kotak 811 benefits over the phone
    • Handheld customers through end-to-end app journey
    • Maintained high call quality and real-time guidance
    Supervision & Support Team (2 Supervisors):
    • Tracked daily metrics and conversion ratios
    • Motivated agents through incentives and support
    • Handled escalations and tech-issue resolutions

Process Efficiency

    • Handled escalations and tech-issue resolutions
    • Daily targets met and exceeded consistently
    • Performance-based incentives boosted morale and pace

Project Timeline at a Glance

Phase
  • Planning
  • Team Setup
  • Execution Rollout
  • Real-Time Tracking
  • Goal Achieved
Highlights
  • Defined targets, journey flow, training structure
  • 15 telecallers + 2 supervisors trained on Kotak 811 journey
  • Daily outreach campaigns with conversion tracking
  • Monitored conversions, hold times, and call quality
  • Scaled from 1,000 to 2,000+ activations/month

About Unicorn OPS

Unicorn OPS is a division of Cylsys Software, specializing in performance-led operations support.

    What We Offer
    • 80+ professionals across our Gadarwara ops facilit
    • Call Centers: Mumbai (International) | Noida (Domestic)
    • Engagement Models: Hourly, Daily, Weekly, Monthly
    Services
    • Back Office Operations
    • Data Entry  
    • SMS & Email Campaigns
    • Lead Generation
    • Call Center Ops
    • Appointment Scheduling for Professionals

Want Results Like This? 

Whether it’s activating users, boosting adoption, or scaling telesales campaigns — Unicorn OPS executes with precision and impact.

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