Classification - Internal

HDFC Digital
Distribution Platform

Agent Self- Boarding

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Classification - Internal

STEP 1:

Login to ऋृण Setu app

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Classification - Internal

STEP 2:

Under Profile page,

“HDFC Bank-Self Onboarding”, will
redirect to HDFC DDP page for
one-time self- onboarding

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Classification - Internal

STEP 3:

Verify the qualified agent’s mobile

number by Auto OTP Verification

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Classification - Internal

STEP 4:
Click the proceed button

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Classification - Internal

STEP 5:
Read and agree all the consent

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Classification - Internal

STEP 6:
Capture a photo of your PAN by
tapping on capture photo ,take
picture of PAN and click the
proceed button

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Classification - Internal

Aadhaar eKYC
STEP 7:

Select an authentication method

(Fingerprint Authentication/
Authenticate with OTP)

STEP 8:

Click Do not have biometric device

if you don’t have biometric device

STEP 9:

Click Yes in Authenticate with OTP

pop up
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Classification - Internal

Aadhaar eKYC
STEP 10:

Read the consent, provide

declaration by selecting the
checkbox for Aadhaar consent
and click on confirm

Agent can choose the Aadhaar

consent language by clicking on the
dropdown.

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Classification - Internal

Aadhaar eKYC
STEP 11:

Enter your Aadhaar or VID number

in the Aadhaar or VID field

Aadhaar Number - Minimum Length 12

digits & maximum Length 12 digits
Aadhaar VID - Minimum Length 16 digits &
maximum Length 16 digits

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Classification - Internal

Aadhaar eKYC
STEP 12:

Enter the 6 digit OTP sent to your

Aadhaar registered mobile number
and click the submit button

OTP is 6-digit numeric which is sent by

UIDAI on your Aadhaar registered mobile

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Classification - Internal

KYC Details
STEP 13:
Verify the KYC Details Screen

Agent will get an option to edit

Aadhaar address in case the VTC
received from Aadhaar does not
match with village census masters

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Classification - Internal

KYC Details
STEP 14:
Click the Edit text , add address
and click the done button

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Classification - Internal

KYC Details
STEP 15:
Click the proceed button

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Classification - Internal

Personal Details
STEP 16:
Enter Personal details - like
address, father name, mother
name, spouse name, education &
email

Select the radio button whether

Aadhaar address is agent’s
permanent address/Mailing
address/Both

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Classification - Internal

Personal Details
STEP 17:
Click Tap to add mailing address

Enter Flat, state, district, sub

district, village, pin code and proof
of address

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Classification - Internal

Personal Details
STEP 18:
Select the licence proof from the
dropdown ,enter identity number,
select the expiry date of address
proof.

Capture selected licence proof

photo and attach the address proof
photos

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Classification - Internal

Personal Details
STEP 19:
Enter Father’s name, Mother’s
name, email address and select
mailing address type, marital status
and highest qualification from the
dropdown and click proceed button

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 Classification - Internal

Business Detail
Enter Postman / GDS Name
Screen
Not Required

Select “Individual” STEP 20:

Select “ Salaried” Agents will have to provide

business details like business
Enter Employment Vintage (in yrs) name, business registration
Enter Postman / GDS Annual Salary
number, annual gross turnover and
select type of business, business
Select “1-5” segment, number of years in
business and number of staff from
the dropdown in business details
screen
Note: Above details are to be filled only for Postman / GDS. For IBCs / Udaan
Resources actual details as applicable will be required
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Classification - Internal

Business Detail
Screen
STEP 21:
Agents will have to take a selfie in
front of their business
establishment. system will capture
lat-long in the backend to identify
the 5 nearest HDFC Bank branches
nearest to them.

Agent to give declaration on

alternate occupation by enabling
the toggle button. If enabled,
agents will have to provide the
name of the employer.
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Classification - Internal

Branch Selection
Screen
STEP 22:
App will display the 5 nearest
branches to you considering the lat-
long captured while taking a selfie
with the business establishment.
Select your preferred branch as
home branch and click the proceed
button

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Classification - Internal

Account Detail
Screen
STEP 23:
Agent will have to provide either HDFC
or Non HDFC bank account details by
selecting the radio button. Agents click
on tap to add an account card to add
account details. On click of add account
card, pop-up screen will appear where
account details have to be entered.

If HDFC bank is selected, agents will

have to enter account number twice on
the pop-up screen. If a Non-HDFC bank
is selected, agents will have to enter
account number twice for confirmation
and provide the IFSC code of the bank.
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Classification - Internal

Account Detail
Screen
STEP 24:
Agents will have to enter account
number twice for confirmation.
Account number will be masked in
the first field and it will be displayed
in full in the second field. Agents
will have to click on the done button
after confirming the account
number.

System will do account validation

and the agent will have to re-enter
the account details in case the
account number is not valid.
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Classification - Internal

Reference
Details
STEP 25:
Add Reference details and click the
proceed button

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Classification - Internal

Preview Screen
STEP 26:
Agents can view information
provided during the onboarding
process on the preview screen and
confirm. Agents can go back to
respective stage to make
necessary changes If n case if any
data.

Verify the preview screen and click

the submit button

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Classification - Internal

Application
Submission Screen
STEP 27:
On submission of application, agent
will be shown Application success
message that you can start
providing HDFC Bank products to
customers and earn rewards.
41

Classification - Internal