What if the joint account holders are in different locations?

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• 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.

• Why is IPV required for joint account holders?

  To ensure that both individuals listed on the joint account are legitimate and have authorized the opening of the account.

• How to open Joint account?

  You can open a joint account through AAA login Go to Open Account then Select Joint Account Holder Click on Add Client and enter the data for both holders, then upload the required documents. Once the data entry is complete, kindly download the AOF, ...

• 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 ...

• One of joint holder expired. Please let me know process to close the account?

  a) Account Closure Form duly sign by Surviving Holder(s). Format attached here b) Original OR Copy of the death certificate of the deceased holder (s) duly notarized. c) Declaration Letter 2. This is required in case Transaction done in account after ...