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

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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 ...

• 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 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 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.