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Sop Vkyc

1. The document outlines the standard operating procedure for conducting video KYC (know your customer) verification. It details the 8 step process for customers to initiate and complete a video KYC call with a bank agent. 2. Key steps include validating the customer's mobile number, verifying Aadhaar and PAN details via OTP, entering personal details, submitting nominee information, selecting banking services, reviewing a checklist, accepting terms and conditions, and connecting to an agent via URL for the video call. 3. The goal is to remotely identify the customer in a secure manner using government-issued IDs and video verification by a bank representative to complete the KYC process digitally.

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Niteen Kumbhare
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203 views5 pages

Sop Vkyc

1. The document outlines the standard operating procedure for conducting video KYC (know your customer) verification. It details the 8 step process for customers to initiate and complete a video KYC call with a bank agent. 2. Key steps include validating the customer's mobile number, verifying Aadhaar and PAN details via OTP, entering personal details, submitting nominee information, selecting banking services, reviewing a checklist, accepting terms and conditions, and connecting to an agent via URL for the video call. 3. The goal is to remotely identify the customer in a secure manner using government-issued IDs and video verification by a bank representative to complete the KYC process digitally.

Uploaded by

Niteen Kumbhare
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Confidential: For Internal circulation only

STANDARD OPERATING PROCEDURE FOR VIDEO KYC

Customer initiate Video KYC process by clicking on URL


https://prekyc.unionbankofindia.co.in

1. Customer after clicking the above URL, will be asked to validate mobile number. The
mobile number should be registered with Bank.

2. After successful validation of mobile number, Customer will be asked to verify and
validate KYC using Aadhaar & PAN details. For verification customer will receive OTP on
mobile number registered with UIDAI.

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Confidential: For Internal circulation only

3. After sucessfull verification from UIDAI, customer will be required to enter all the
personal details as mentioned in below screenshots. All madatory fields are required
to be filled by customer.

Page 2 of 5
Confidential: For Internal circulation only

4. Customer will after submitting personal details will be asked to submit nominee details.

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Confidential: For Internal circulation only

5. After submission of nomination details, customer will be asked to choose the services
required for banking operations.

6. Customer will now receive a checklist, before starting call with VKYC agent. After
ticking all the check box customer can proceed for VKYC Call.

Page 4 of 5
Confidential: For Internal circulation only

7. Before proceeding to Video conversation with agent for Video KYC, customer needs to
accept Terms & Conditions.

8. After clicking on “Schedule Appointment Now” button, customer will get connected to
chat bot. From this chat bot customer can connect to agent by clicking on NOW button.
After clicking NOW button a URL will be provided which after clicking customer and agent
will get connected.

Page 5 of 5

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