How does RM schedule an IPV meeting for Corporate account?
Relationship Manager (RM) will coordinate the scheduling of the IPV meeting with client as per his availability.
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Who can attend the IPV meeting on behalf of the company?
Any of the following individuals, officially associated with the corporate account, can attend the IPV meeting or RM would confirm who will join the call: • Authorized Person (AP) • Director • Partner • Trustee
How will client receive the meeting link for Corporate account?
Once RM confirms the details and schedules the meeting, the meeting link will be sent to the registered email address of the company.
What information and documents do the client need to have ready for the IPV meeting for Corporate account?
The individual (Director, AP, Partner, or Trustee) must be prepared to provide the following during the IPV meeting: • Company Details: They must know the company's registered mobile number, registered email ID, and company name. • Company PAN Card • ...
How is the IPV meeting link sent to the joint account holders?
RM has to inform the client that the meeting link will be sent to the first account holder's email address.
How RM can reschedule the IPV?
Please note that if the Relationship Manager wants to reschedule the IPV for any reason, they must raise a request from AAA for fast tracking and quick resolution. We will no longer schedule IPVs through email, as this process can be time-consuming ...