New Client Registration

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New Client Registration by Mind Map: New Client Registration

1. Digital

1.1. Customer Own

1.1.1. Hello.geojit.com

1.1.1.1. Mob No & Email ver. OTP

1.1.1.2. PAN verification

1.1.1.2.1. If KRA registered Client, Fetch KYC

1.1.1.2.2. for non KRA registered clients, fetch KYC

1.1.1.3. Bank Verification

1.1.1.3.1. Penny Drop??

1.1.1.4. DocuemtnUpload

1.1.1.4.1. PAN copy

1.1.1.4.2. Bank Proof

1.1.1.4.3. Signature

1.1.1.4.4. Permanent Address proof

1.1.1.4.5. Income Proof

1.1.1.5. IPV.. geo tagging???

1.1.1.5.1. OTP Based

1.1.1.6. E-sign

1.1.1.6.1. Triggering NSDL E-Sign Process

1.1.1.7. BAsic Information

1.1.1.7.1. Capturing photo (geo tagging???)

1.1.1.7.2. Annual Income

1.1.1.7.3. Ntworth

1.1.1.7.4. PEP

1.1.1.7.5. Preferred location

1.1.2. Selfie-Mobile App

1.2. Executive Assisted????

2. Physical

2.1. Scan Based