Offline Mode Account Opening Process In The PESB
Step 1:
ACCOUNT OPENING APPLICATION FORM AND OTHER REQUIRED DOCUMENTS RECEIVED FROM BRANCHES INCLUDING DIRECT FORM OF CLIENT.
Step 2:
STARTED THE SCRUTINY OF KYC FORM AND OTHER REQUIRED DOCUMENTS.
Step 3:
INFORM TO BRANCHES OR CLIENT IF ANY COMPLIANCE ISSUES IN KYC FORM AND DOCUMENTS.
Step 4:
APPLICATION FORM ALONG WITH OTHER DOCUMENTS IS FULLY COMPLIED AS PER REQUIREMENT. THEN KYC FORM FORWARDED TO CKYC & KRA PROCESS.
Online Dp + Trading / Only Dp / Only Trading Account Opening Process
Step 1:
IF YOU WISH TO OPEN DP + TRADING / ONLY TRADING ACCOUNT SELECT OPTION (DP & TRADING).IF YOU WISH TO OPEN ONLY DP ACCOUNT SELECT OPTION (ONLY DP ).
Step 2:
SIGN UP BY FILLING YOUR DETAILS (PAN/MOBILE/EMAIL & DOB)
NOTE :
AADHAAR & MOBILE NUMBER SHOULD BE LINKED.
Step 3:
VERIFY YOUR MOBILE NUMBER BY ENTERING OTP RECEIVED VIA SMS.
Step 4:
VERIFY YOUR EMAIL ID BY ENTERING OTP RECEIVED VIA EMAIL.
Step 5: ADDRESS STAGE -
1. IF YOU PROCEED THROUGH DIGILOCKER OPTION : FIRST YOU NEED TO AUTHENTICATE YOUR MOBILE NUMBER BY ENTERING THE OTP RECIEVED ON YOUR MOBILE NUMBER.
2. AFTER THAT CLICK ON “AUTHENTICATE AADHAAR”.
3. THEN DIGILOCKER WINDOW WILL BE OPENED WHERE YOU NEED TO ENTER THE AADHAAR NUMBER.
4. AFTER THAT CLICK ON ALLOW.
5. ENTER THE OTP WHICH WILL BE RECEIVED ON MOBILE NUMBER WHICH IS LINKED TO AADHAAR CARD.
6. DATA WILL BE FETCHED FROM DIGILOCKER.
IN CASE IF DIGILOCKER DON’T WORKS PROCEED THROUGH MANUAL ENTRY OPTION.
SELECT GENDER CODE, ENTER ADDRESS MANUALLY, ENTER PROOF NO. & THEN UPLOAD PROOF COPY.
Step 6: BANK STAGE –
STEP A :
CHOOSE YOUR BANK NAME FROM DROP DOWN LIST.
STEP B :
SEARCH BY ENTERING THE IFSC CODE ( USE SECOND DROPDOWN LIST ) & AFTER THAT ENTER ACCOUNT NUMBER.
STEP C :
CHOOSE THE FILE (BANK PROOF ) & CROP IT PROPERLY IF NEEDED ROTATE IT & THEN UPLOAD IT.
STEP D :
CONFIRM ACCOUNT NUMBER , THEN SAVE & PROCEED.
STEP 7 : PROFILE STAGE-
STEP A :
UPLOAD YOUR PAN COPY (GET IT VERIFIED ), UPLOAD SIGNATURE ON PLAIN WHITE PAPER & THEN FILL YOUR BASIC INFORMATION.
STEP B :
IN ADDITIONAL INFORMATION SECTION , ADD NOMINEE DETAILS & IDENTITY PROOF (IF DP+TRADING / ONLY DP ACCOUNT )
STEP 8 : EXCHANGE STAGE –
SELECT THE SEGMENTS IN WHICH YOU WANT TO TRADE (NSE & BSE IS SELECTED BY DEFAULT , IF YOU SELECT F&O/CURRENCY/COMMODITY/SLB NEED TO UPLOAD VALID PROOF i.e LATEST 6 MONTH BANK STATEMENT/ITR).
STEP 9 : IPV STAGE –
IF YOU HAVE COMPLETED YOUR ADDRESS STAGE THROUGH DIGILOCKER YOU JUST NEED TO CLICK YOUR PHOTO &
IF YOU HAVE COMPLETED YOUR ADDRESS STAGE THROUGH MANUAL ENTRY YOU NEED TO SHOOT VEDIO BY READING OTP(SYSTEM GENERATED) & THEN YOU NEED TO CLICK YOUR PHOTO.
NOTE :
FOR IPV STAGE YOU MUST ON YOUR DEVICE LOCATION & ALLOW MICROPHONE & CAMERA TO ACCESS THE SAME & CHROME VERSION SHOULD BE UPDATED.
AFTER SAVING THE IPV YOU WILL SEE THE PDF ON WINDOW BELOW THAT THERE WILL BE 3 OPTIONS:
1. DOWNLOAD PDF
2. IF YOU WANT TO EDIT
3. CONTINUE FOR DIGITAL SIGNATURE
DO DIGITAL SIGNATURE ONLY WHEN YOUR APPLICATION GETS COMPLETELY VERIFIED FROM VERIFIER.
IF YOU WANT TO EDIT SOMETHING YOU CAN EDIT IT WITH THE HELP OF “IF YOU WANT TO EDIT” OPTION.
