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HDFC DEMAT account opening process flow in CSC Digitalseva Portal

By
digitalindia
-
3436

HDFC DEMAT account opening process flow in CSC Digitalseva Portal

Please find the attached HDFC DEMAT account opening process flow for your reference.

Documents Needed:

  1. Pan Card, Aadhaar Card
  2. Cancelled cheque / Passbook First Page / Statement (Any Bank)
  3. Signature on White Paper
  4. Customer need to available for Live photo

Demat Account Opening

Account Rejection and Partially Captured Reasons

Partially Captured Lead- The Lead falls under this bucket when Journey is left incomplete, Application is not submitted successfully or sent for modification.

Actionable – VLE needs to enquire with the customer whether any modification link is received on their email ID to reinitiate the journey & guide them accordingly.

□ Rejected Lead– The Demat Account application is rejected majorly due to any of the below reasons:-
o Address is not matching with given Address proof.
o Pan Image uploaded is not clear.
o The applicant has not verified their email address.
o Photo with holding PAN card not uploaded.
o Customer Signature not matching with PAN Card.

Actionable – VLE needs to enquire with the customer on any rejection status received on their email ID, if yes VLE have to generate fresh lead again for the customer.

Source: CSC e-Governance Services India Ltd

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