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 ...
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, ...
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 ...