Important Do’s and Don’ts for Sourcing partners

🙂 Dear Valued Partner ,

At HDFC Bank, we trust you as a crucial part of our family. Your work connects our services with the people who need them. But to keep doing this successfully, there are some important rules to keep in mind. Here, we've simplified them for you:

1. Keep It Official: Don't accept customer documents via WhatsApp or similar apps. 2. OTP is Private: Never ask for the customer's OTP to complete their application. 3. Customers' Number Only: Only the customer's mobile Number goes into the application. Not yours or anyone else's. 4. Your Password, Your Secret: Keep your HDFC Bank passwords to yourself. Make them tough to guess! 5. Check the Originals: Always see and verify the original customer documents for applications. 6. Matching Information: The customer's documents should match the details in the bank applications. 7. Meet Personally: Always meet the customer yourself. Don't rely on third parties or family members for documents. 8. No Mix-Up in Photos: The photo on the documents should match the application. No pasted photos! 9. Extra Care for Handwritten Docs: Be extra careful when checking handwritten documents like salary slips. 10. Declare Your Interests: Every six months, tell the bank if you or your family members have a role in a vendor organization via Conflict of Interest (COI) declaration. For any doubts, ask our bank staff.

Remember, if you don't follow these rules and fail a mystery shopping test, your contract with HDFC Bank and its associates could end. We believe in you, and we're here to help you succeed!