How does RM schedule an IPV meeting for Corporate account?

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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 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.

• What is the RM role in the IPV process for joint account holders?

  The Relationship Manager is responsible for: • Ensuring both joint account holders are available for the IPV call. • Informing the clients about the IPV process and the required items for the call.

• What does the RM need to tell the clients before the IPV call for joint account holders?

  The Relationship Manager must inform the clients that during the IPV call: • Both holders must be present. • Both holders must show their ID proofs. • Both holders will be asked to confirm their name, email ID, mobile number, bank name, and the last ...

• Can the IPV process be completed if only one account holder is available?

  No, the RM needs to ensure both holders are available. If one holder cannot be present, the IPV needs to be rescheduled.