What if account holders have technical difficulties joining the call?

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• 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 ...

• What if the joint account holders are in different locations?

  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 ...

• 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 documents are required for the IPV call?

  RM has to make sure that both joint account holders must have their ID proofs ready to show during the call.

• What if Customer miss the Video IPV call?

  It's important to be available for the scheduled call. If customer miss it, then application might be put on hold or could face rejection, as the Video IPV is a crucial part of the account opening process and modification process.