RM can arrange the meeting even if both holders are in different locations guiding with them as first account holder (who received the meeting link) needs to forward/share the same link to the second account holder so they can both join the IPV call ...
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.
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 ...