Who is my RM (Relationship Manager). What are his / her contact details ?

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• How can I check my RM details?

  You can check RM details online by following the below steps- Through Mobile App- 1. Login to Mobile app 2. Click on three lines at the top left corner 3. Click on Client code 4. Click on view/edit details 5. Click on RM and branch details Through ...

• 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.

• From where to get RTA details?

  Visit www.nseindia.com » Enter Company Name» Click on Company Information» Company Contact Details Visit www.bseindia.com » Enter Company Name» Click on Corp Information

• 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 ...