Name : Jay Kumar
Section: 75D
Int. section:75C
Registration No : 230752558255
Name of Branch : ICICI BANK LTD. , 9A, PHELPS BUILDING , CONNAUGHT PLACE , NEW DELHI , 110001
Sol ID - 0007
Name of the Reporting Authority :Mr.Sanjeev Sharma
WEEK 2- SCHEDULE OF LEARNING AND PROGRESS
1 | Understanding the Digital channels at branch
‘At my branch, 'm familiar with vatlous digital tool ike IView,
Ielcl Universe, Finacle, Ferm, VRM, CRM, and Tab banking.
‘These help me efficiently manage customer Interactions and
‘operations.
A/C Opening complete Process and Video KYC
‘To-open an account, we conduct a survey at the customer's
location, whether i's fora savings or current account. At the
branch, we provide an account opening form, and customers
submit thelr AADHAR CARD and PAN CARD as ID proof. After
signing the form, we offer an -kit containing a debit card and a
cheque book. For Video KYC, we schedule an appointment
‘with the customer to gather necessary details via a TAB.
2 | SA Account form filling in TAB- Shadow an
RM to understand the process
‘We offer both online and offline methods for account opening.
‘Through our website, customers can register their KYC
‘documents and mobile number, and after opening the
‘account, they need to complete Video KYC or visit the branch
for Manual KYC updation. Account activation through TAB
banking takes 24 hours.
Officially valid documents (OVDs) such as AADHAR Card,
ving Ucense, Passport, NREGA Card (for rural areas), and
Voter Card are required for KYC Alive photo with a blinking
eye and verification of the customer's permanent and
‘communication addresses are also essential, Additionally, an
account opening cheque is needed as branches don't open
accounts with cash, and it serves for
3 funding. Profiling
the customer helps ensure the legitimacy of their income,
referred to as Customer Due Diligence (CODD).
Attend Virtual session 3- IMA led-
Micromarket Mapping strategy presentation,
in the format provided in breakout rooms, in
TEAMS
‘Alter reviewing the presentation from my batchmates, Ive
-Erasped the miero market catchment area specifically targeting
Self-Employed Individuals (SES) and Salaried Customers.
3 | Map the branch catchment to prepare a
romarket and how to tap the catchment
CONNAUGHT PLACE by visting the shops and restaurants of
the customers,