IDBI Bank Customer Relationship Form Preferred from Download

The IDBI Bank Customer Relationship Form details the eligibility criteria, services, and profiling layout required to enroll in their Preferred Banking Programme (pp. 1-2).

To unlock Preferred Banking, an applicant must fulfill at least one of these ongoing Average Quarterly Balance (AQB) or deposit conditions (p. 1):

• Current Account: Maintain an AQB of ₹1,00,000 or more in an Individual Current Account (ICA) (p. 1).
• Savings Account: Maintain an AQB of ₹1,00,000 or more in a Savings Bank Account (SB) (p. 1).
• Fixed Deposits: Maintain a Fixed Deposit / Term Deposit (FFD/TD) of ₹15,00,000 or more linked to a Savings Bank Account (p. 1).

The form serves as a central hub to signal interest in various corporate and retail offerings (p. 1):

• Investments & Insurance: Mutual Funds, Initial Public Offerings (IPOs), Bonds, Demat Accounts, Life Insurance, and Pension Accounts (p. 1).
• Asset & Card Products: Home Loans, Education Loans, Personal Loans, Loan Against Securities, World Currency Cards, and Cash/Gift Cards (p. 1).
• Digital & Value-Added Services: Checkboxes to immediately register for SMS Alerts, Bill Pay, Phone Banking, I-net Banking, and e-mail statements (p. 1).
• Premium Care: Provision to request Doorstep Banking Services and opt-in for Investment Advisory Services (p. 1).

Page 2 of the document focuses extensively on a “Know-Your-Customer” lifestyle layout, capturing extensive professional and personal demographics to tailor banking portfolios (p. 2):

• Work Life & Income Details: Identifies professional status (Salaried, Self-Employed, Retired) along with industry classifications (e.g., Doctor, CA, Engineer, Lawyer) and company organizational type (p. 2).
• Finances & Other Liabilities: Logs existing non-IDBI banking relations, outstanding credit card counts, active vehicle/life insurance policies, and third-party financial advisors (p. 2).
• Lifestyle Interests: Triggers fields for recreational choices (reading habits, preferred music, favorite cuisines, travel patterns, and holiday sites) to construct holistic consumer behavior profiles (p. 2).

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