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KYC TRACKER - PowerPoint PPT Presentation


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KYC TRACKER. RULES TO BE FOLLOWED. Please follow the link for opening KYC TRACKER http://kyctracker.nirmalbang.com/login.aspx Compulsory updation of each and every form details in the KYC TRACKER after punching, no forms will be accepted without entry of the same in KYC TRACKER

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rules to be followed

RULES TO BE FOLLOWED

Please follow the link for opening KYC TRACKER http://kyctracker.nirmalbang.com/login.aspx

Compulsory updation of each and every form details in the KYC TRACKER after punching, no forms will be accepted without entry of the same in KYC TRACKER

Kindly place equity checker name for equity forms and commodity checker name for commodity forms

For Franked forms kindly place vijay.sharma as Checker // and instead of “NO OBJECTION” select “FRANKED KIT”

In case of any query relating to the same please feel free to mark a mail to shekhar.pujari@nirmalbang.com

slide3

Enter branch code following “nbsbranch / nbsfrn”

  • e.g. “nbsbranch000”

2. Enter valid Password i.e. Password which is given system login

3. Click on log In

slide5

1. Click on FORM RECEIVED

2. Fill the form details, starting Form No.

3. Select segment details

4. Select No Objection, and then click on Add

5. Finally click on Save, to save the details

slide7

1. Click on ASSIGNER

4. Click on Assign

2. Tick the form you have processed and need to assign to MAKER i.e. Branch ID

3. Select the Name of the MAKER i.e. Branch ID

slide8

1. Click on MAKER

4. Click on Assign

2. Tick the form you have processed and need to assign to CHECKER i.e. Branch ID

3. Select the Name of the CHECKER i.e. Branch ID

slide9

1. Click on SEARCH to check the form status

2. Click on the following field and view form status

FORM NUMBER  Enter Form number view

status of the form

CLIENT CODE  Enter Form number view

status of the form

BRANCH CODE  Enter Branch Code view

status of the form entered by

the Branch

CLIENT NAME  Enter Client Name view

status of the form

DATE WISE  Enter Start Date and End Date

and view the status of the

forms between those dates