Open Backoffice site “http://backoffice.nirmalbang.com” in Browser (Chrome ,
IE , Mozilla etc)
Enter your Login credentials i.e User Id, Password and select login type on Banch
login page and than click on “Login”
Enter your Login credentials i.e User Id, Password and select login type on Banch
login page and than click on “Login”
In Employee Login Page, enter your registered Email id and Password to login Back
Office
After login, click on “OnlineAccountOpening” and then select “E-kyc Account Opening”
from the drop down
Before filling the Account Opening Form make sure that all mandatory documents of
client should be available to avoid any sort of inconvinience and then click on
“Next”
Click on “GO”
Select respective Branch or Franchise for punching the AOF
Based on Branch select respective Franchise in which account needs to be opened
After selecting Branch and Franchise, enter Pan Number for Pan Verification which
will validate whether the pan provided is correct or not and belongs to respective
user
Enter Pan no and select required segment from the drop down followed by clicking
on “Proceed”, which will validate Pan Number of the user from Income Tax site
After Pan Verification, KYC Status needs to be checked. Click on “Proceed” to verify
the KYC status
After Pan Verification and KYC status, user details are needed which will be pulled
from CVL for which user needs to enter Date of Birth and Aadhar number
Select the KYC type as ''One Time Password'' and click on “Proceed”
( FOR OTP )
Select the KYC type as ''Fingerprint'' from the dropdown and click on “Proceed”
( FOR BIOMETRIC )
Select Segment from the drop down
Select Depositories from the drop down
Enter respective “Address Details”
Select the “Employment Details” and “Financial Details” from drop down
To add Bank details click on “Add Bank”
Fill the Bank details and click on “Add Bank”
Select “Fatca Details”, “Additional Details” and “Exchange And Brokerage Structure”from
their respective drop down
Select required “Exchange Segments” from drop down and then enter the details of
user who has sourced the client
Click on “Upload” to upload Aadhar card
After uploading the file, click on “Save”
Cheque, Bank Statement, Pan card and Signature and Photo should also be uploaded
in the same way Aadhar card is uploaded
Click on “Submit” to generate the PDF of Account Opening Form
Click on “Click here” to view AOF of a client
Check whether the details are properly filled in PDF as per the documents provided
& accordingly click on “Yes” or “No” to proceed
OTP will be sent to Client after clicking on “Get Client E-Sign” to take the signature
of client in AOF
Enter OTP and then select the text box before clicking on “Submit”
Click on “Click here” to view the PDF along with client E-sign
Recheck the PDF to ensure that Client E-Sign is present in all the mandatory Signatory
fields, after being ensured click on “Yes”
Note that for Opening the account through Biometric device IPV is not required.
After Client E-Sign , RM/Business Associate has to do Sign for IPV (In person verification)
so OTP will be sent to Introducer and needs to be validated.
Enter OTP and then select the text box before clicking on “Submit”
Click on “Click here” to view the PDF
Recheck the PDF to ensure that Introducer E-Sign is present in all the mandatory
Signatory fields, after being ensured click on “Yes”
Click here to download the final PDF of “Account Opening form”
Once form is punched, the status can be checked in back office under “Form Tracking”
Enter Client code and then click on “GO”