User guide Corporate Internet banking

Logging in to the Corporate Internet Banking | First Time Users

 

How can a Corporate Maker log on to the CIB portal?

Step 1: Open Bandhan Bank’s Corporate Internet Banking web address https://bandhanbankonline.com/Corporate/  in the address bar of the browser and press ‘Enter’. The CIB login page of Bandhan Bank will open.

image

Step 2: Your Corporate Internet Banking (CIB) credentials (Corporate ID, Net banking ID and Current Login Password and Authorisation password) have been sent to your registered email ID sent from internetbanking@bandhanbank.com. In case you have not received the login credentials in your inbox,  check the spam box for same. Alternatively,  contact your nearest Bandhan Bank branch or your relationship manager to inquire/apply for Corporate Net banking credentials.

Step 3: In the CIB login page,  enter your Corporate ID and Net banking ID and click on ‘Continue’ button. If required, you may use the Virtual Keyboard by clicking on the ‘Enable’ checkbox to enter Corporate ID and Net banking ID.

Step 4: On successful validation of your Corporate ID and Net banking ID, you will be directed to the Password Setting page. Enter the Current Login Password (received on your email) and enter a New Login Password. Following which, press the ‘Submit’ button.

Kindly take note of the password pre-requisites listed below, while setting your password:

  • Login and Transaction password should not be same
  • Password should have minimum of 8 characters and maximum of 15 characters
  • Password should contain at least 1 upper-case alphabet
  • Password should contain at least 1 lower-case alphabet
  • Password should contain at least 1 numeric character
  • Password should contain at least 1 special character; the allowed characters are @ ,  # ; * . ! :
  • The last three passwords should not be used

1

How can a Corporate Maker set secure Access Image and Caption while logging in for the first time on the CIB portal?

 

Step 1: After successfully setting the Maker’s login password, you will be directed to the Secure Access setting page. You need to select a ‘Secret Answer’ (max. length of 15 characters) and a ‘Secure Image’ from the available options.

Step 2: After inserting the required details, press ‘Submit’ button to complete first time login process. Hereon, you can log into the CIB platform with the new password.

image

How can a Corporate Checker log in first time on the CIB portal?

Step 1: Enter the concerned Corporate ID and Net banking ID received on your registered email ID on the CIB login page and click on ‘Submit’ button.

Step 2: On successful validation of your Corporate ID and Net banking ID, you will be directed to the Password Setting page. enter the Current Login Password (received on your email) and enter a New Login Password. Following which, press the ‘Submit’ button.

  • Login and Transaction password should not be same
  • ‘’Kindly take note of the password pre-requisites listed below, while setting your password: Password should have a minimum of 8 characters and a maximum of 15 characters
  • Password should contain at least 1 upper-case alphabet
  • Password should contain at least 1 lower-case alphabet
  • Password should contain at least 1 numeric character
  • Password should contain at least 1 special character; the allowed characters are @ ,  # ; * . ! :
  • The last three passwords should not be used

 

How can a Corporate Checker set Secure Access Image and Caption while logging in for the first time on the CIB portal??

Step 1: After successfully setting the Checker’s login password, you will be directed to the Secure Access setting page. You need to select a ‘Secret Answer’ (max. length of 15 characters) and a ‘Secure Image’ from the available options.

‘’‘’.

Step 2: After inserting the required details, press ‘Submit’ button to complete first time login process. Hereon, you can log into the CIB platform with the new password.

 

 

Regular Log In Process for Users

How can a User log on tothe CIB portal?

 

Step 1: Open Bandhan Bank’s Corporate Internet Banking web address https://bandhanbankonline.com/Corporate/  in the address bar of the browser and press ‘Enter’. The CIB login page of Bandhan Bank will open.

image

Step 2: In the Login Page,  enter the Corporate ID and Net banking ID and click on ‘Continue’ button. You may use the Virtual Keyboard to enter Corporate ID and Net banking ID.

Step 3: On successful validation of the Corporate ID and Net banking ID, enter your Login Password and click on Secure Access image and caption checkbox.

On successful validation of the Corporate ID, Net banking ID and Login Password, the user will be logged onto CIB platform.

 

Change Login Password

 

How can a Maker change Login Password?

Step 1: Login into CIB platform and then click on the ‘Change Password’ link placed at the top right end corner of the page. You will be directed to the ‘Change Password’ page.

Step 2: Enter the old password and new password and click on ‘Submit’ button.

Kindly take note of the password pre-requisites listed below, while setting your password:

  • Login and Transaction password should not be the same
  • Password should have a minimum of 8 characters and a maximum of 15 characters
  • Password should contain at least 1 upper-case alphabet
  • Password should contain at least 1 lower-case alphabet
  • Password should contain at least 1 numeric character
  • Password should contain at least 1 special character; the allowed characters are @ ,  # ; * . ! :
  • The last three passwords should not be used

 

Step 3: On successful validation, your passsword will be changed. Next time onwards,  use the new password for logging in.

 

How can a Checker change Login Password?

 

Step 1: Log in to the CIB platform and then click on the ‘Change Password’ link placed at the top right end corner of the page. You will be directed to the ‘Change Password’ page.

image

Step 2: Enter the old password and new password and click on ‘Submit’ button.

Kindly take note of the password pre-requisites listed below, while setting your password

  • Login password and Transaction password should not be the same
  • Password should have a minimum of 8 characters and a maximum of 15 characters
  • Password should contain at least 1 upper-case alphabet
  • Password should contain at least 1 lower-case alphabet
  • Password should contain at least 1 numeric character
  • Password should contain at least 1 special character; the allowed characters are @ ,  # ; * . ! :
  • The last three passwords should not be used

 

Step 3: On successful validation, your passsword will be changed. Next time onwards,  use the new password for logging in.

 

Change Authorisation Password

 

How can a  Checker change authorisation password?

 

Step 1: Log into the CIB platform and then click on the ‘Change AuthPassword’ hyperlink placed at the top right end corner of the page. You will be directed to the Change Authorisation password page.

image

Step 2: Enter the old Authorisation password and new authorisation password and click on submit button.

Kindly take note of the password pre-requisites listed below, while setting your password:

  • Login and Transaction password should not be the same
  • Password should have a minimum of 8 characters and a maximum of 15 characters
  • Password should contain at least 1 upper-case alphabet
  • Password should contain at least 1 lower-case alphabet
  • Password should contain at least 1 numeric character
  • Password should contain at least 1 special character; the allowed characters are @ ,  # ; * . ! :
  • The last three passwords should not be used

Step 3: On successful validation, your authorisation passsword will be changed. Next time onwards,  use the new authorisation password to authorise a transaction.

 

Forgot Login Password

 

What are the steps for a Maker or Checker to set new password in case of forgotten password?

Step 1: In the pre-login screen, click on the ‘Forgot Password’ hyperlink. You will be directed to the CIB - Reset Password page

1

Step 2: Enter your Corporate ID, Net banking ID/User ID, Registered email ID and Registered Mobile Number and click on the ‘Password Reset’ button.

Step 3: Upon validation, a ‘Password Reset’ link will be forwarded to your registered email ID.

Step 4: Log in to your registered mail ID and open the ‘Password Reset’ mail (look for the email in spam folder if not in Inbox) and click on the password reset URL provided in it.

Step 5: The URL will direct you to the ‘Password Reset’ page and you will also receive an OTP on your registered mobile number.

1

Step 6: In the password reset link,  enter the CAPTCHA and OTP received on your mobile number and click on the ‘Submit’ button. On successful validation of CAPTCHA and OTP, you will be directed to the ‘Reset Password’ page.

1

Step 7: On the ‘Reset Password’ page enter new login password and click on the ‘Submit’ page.

Kindly take note of the password pre-requisites listed below, while setting your password:

  • Login and Transaction password should not be the same
  • Password should have a minimum of 8 characters and a maximum of 15 characters
  • Password should contain at least 1 upper-case alphabet
  • Password should contain at least 1 lower-case alphabet
  • Password should contain at least 1 numeric character
  • Password should contain at least 1 special character; the allowed characters are @ ,  # ; * . ! :
  • The last three passwords should not be used

 

Step 8: Once the details have been verified, your password will be changed. Next time onwards,  use the new password to login into the CIB platform.

 

Manage Payee

How can I search for a Payee in the CIB portal?

Step 1: After logging on to the CIB platform, click on the ‘Transfers Tab’ and under ‘Manage Beneficiary’ click on ‘Payee Maintenance’.

image

 

Step 2:  click on the type of transfer box and select the type of funds transfer and click on the ‘Payee Search’ button.

image

Depending on the type of fund transfer you choose, the corresponding list of payees will be shown. You can now select a particular record and as desired, click on either viewing or editing or deleting a payee.

How can I view payee details?

Once you select a record and click the ‘View’ button, then you will be directed to the below given page containing the details of the payee.

How can I edit Payee details?

Step 1: Once you select a record and click the ‘Edit’ button, you will be directed to the below given page containing the details of the payee, where desired changes in payee details can be made.

Step 2: Once the desired changes are done, click on the ‘Submit’ button. You will be directed to ‘Payee Information- Conformation’ page shown below. , Verify payee details and then click on ‘Confirm’ button to save the changes in the payee details.

 

How will I delete a Payee?

 

Step 1: Once you select a record and click the ‘Delete’ button, then you will be directed to a page shown below containing the details of the payee.

Step 2: To delete the Payee  click on the ‘Confirm’ button.

Step 3: After successful deletion of the payee, you will be able to see a success message as shown below.

 

How can a maker initiate Payee request?

This feature enables a Corporate Maker begin the process of adding a beneficiary.

Step 1: After logging in to the CIB platform,  click on the ‘Transfers Tab’ and under ‘Manage Beneficiary’ click on ‘Payee Maintenance’.

image

Step 2: From the ‘Payee Type’ dropdown menu select either ‘Bandhan Bank Account/TPT’ or ‘Another Bank Account/RTGS/NEFT’ and click on ‘Add Payee’ button.

 

image

 

How can I add Payee for within Bank transfer?

 

Step1: From the ‘Payee Type’ dropdown, select ‘Bandhan Bank Account/TPT’ and press ‘Add Payee’ button. You will be directed to the next screen. Enter the details of the payee in the given section

     a. Payee Nickname (Mandatory) 

     b. Payee Name (Mandatory)

     c. Account Number (Mandatory)

     d. Confirm Account Number (Mandatory)

     e. Bank Name (Mandatory)

      f. Payment details – note for self (Optional)

 

image

Step 2: After filling the payee details, click on the ‘Submit’ button. You will be navigated to the ‘Verification’ page where details of payee will be displayed for your verification purpose. Click on ‘Confirm’ to initiate the payee addition or else click the ‘Cancel’ button.

Step 3: After successful addition, you will be navigated to the ‘Addition confirmation’ screen.

How can I add Payee for another bank fund transfer?

 

Step 1: From the payee type dropdown menu, select ‘Another Bank Account/RTGS/NEFT/IMPS’, and press ‘Add Payee’ button. You will be directed to the next screen - enter the details of the payee therein.

     a. Payee Nickname (Mandatory): Enter payees nickname

     b. Payee Name (Mandatory): Enter payees Name 

     c. Account Number (Mandatory): Enter the payees account number

     d. Confirm Account Number (Mandatory): Re-enter account number

     e. Payment Type – NEFT or RTGS (Mandatory): Select type of payment 

     f. IFSC code (Mandatory) - Enter IFSC code or else click on ‘Look Up’ button to search for IFSC code

     g. Beneficiary Bank Name: On selection of IFSC code, Beneficiary Bank name will be auto populated

     h. Beneficiary Bank Branch Name: On selection of IFSC code, Beneficiary Bank branch name will be auto populated 

     i. Beneficiary Account Type: From the drop down, select the type of account the payee holds

 

Step 2: Once the details have been filled in, click on ‘Submit’ button, you will be directed to ‘Verification’ page:

Step 3: Upon verification of the details, click ‘Confirm’ to go ahead with Payee addition or else you can click on ‘Cancel’ to truncate the transaction. On clicking ‘Confirm’ button you will be directed to a ‘Confirmation success’ page.

 

Checker authorizing Add Payee request

 

How can a Corporate Checker authorize add payee request?

This feature enables the corporate checker to authorize or reject the ‘Add payee’ request initiated by the maker.

After logging in to the CIB platform, click on the ‘Transfers’ tab and under ‘Manage Beneficiary’ click on ‘Authorize’ tab. You will be directed to a page listing all the addition payee requests pending at your end.

image

How will I authorize add payee request?

 

Select a record and click on ‘Authorizebutton., You will be navigated to next page containing details of the selected record. Enter the ‘Authorization Password’ and click on ‘Confirm’ button to complete the addition request.

On clicking the ‘Confirm’ button, you will be directed to a ‘Success’ page.

 

 

How can a Corporate Checker reject Add payee request?

 

Select a record and click on ‘Rejection’ button. You will be navigated to the next page containing details of the selected record.

image

Enter the ‘Rejection reason’ and enter the ‘ Password’. Following which click on ‘Reject’ button.

Once the payee request is rejected successfully, you will get a confirmation message on screen.

 

Fund transfer request

 

How can a Maker initiate a fund transfer request?

 

Step 1: Log in to the CIB platform. Click on the ‘Transfers Tab’ and click on ‘Transfers’.

image

Step 2: Select the payment type the dropdown menu of ‘Select the Payment Transfer Type’.

How can a Maker initiate transfer request to own account?

 

To transfer funds between own accounts of Bandhan Bank  select the ‘Within own account’ option. You will be directed to the transfer instruction page – where you need to enter transfer related details.

The below details need to be filled:

     a. Company Id: Select company name from dropdown.

     b.  Template ID: If template is already created, you can select template id from dropdown menu or leave blank

     c. Source account number: Mention the account from which the amount will be debited

     d. To Account number: Mention the account number to be credited

     e. Narration: Enter narration/remarks in the input box

     f. Amount: Enter the amount to be transferred

     g. Make Payment: You can do instant transfer by entering the Now radio button or can schedule it for a later date. On clicking Schedule later, you will be prompted to enter a future date

Once the details are filled, click on the Submit button; you will be navigated to next page containing all the details of the transaction.

Click on the ‘Confirm’ button to complete the transfer initiation. You will be directed to a page prompting ‘Fund Transfer request has been initiated for authorization’

 

How can I transfer to third party accounts?

To transfer funds between other accounts of Bandhan Bank,  select the ‘Third Party Transfer’ option. You will be directed to the transfer instruction page – therein enter transfer related details.

You need to fill the following details

     a. Company ID – Company Name: Enter Company name from dropdown.

     b. Template ID: Enter template id from the dropdown menu; it is an optional field. If you select Template ID, the Source Account Number and Beneficiary name will be self-populated.

     c. Source Account Number: Enter the source account number from which money has to be transferred.

     d. Beneficiary Name: Enter the Beneficiary Name to whom fund has to be transferred.

     e. Narration:  Enter narration/remarks in the input box.

     f. Amount: Enter the amount to be transferred.

     g. Make Payment: Instant transfer can be done by clicking the ‘Now radio button or can be scheduled it for a later date. On clicking ‘Schedule later’, you will be prompted to enter a future date.

Click on the Submit button; you will be navigated to the next page containing all the details of the transaction. On confirming the details your transaction will be initiated; which needs to be authorized by the Maker.

 

How can I execute a RTGS/NEFT Transfer?

To transfer funds between other Bank Accounts  select the ‘NEFT/RTGS/IMPS’ option.  You will be directed to the transfer instruction page – where you need to enter transfer related details.

You need to fill the following details

     a. Company ID – Company Name: Enter Company name from dropdown.

     b. Payment Type: Select the payment type you want to make

     c. Template ID: Enter template id from the dropdown menu, it is an optional field. If you select Template ID then Source Account Number and Beneficiary name, Beneficiary Bank IFSC, Beneficiary Account Number will be self-populated

     d. Source Account Number: Select the source account number from which money has to be transferred

     e. Beneficiary Name: Select the Beneficiary Name to whom fund has to be transferred

     f. Narration:  Enter narration/remarks in the input box

     g. Amount: Enter the amount to be transferred

     h. Make Payment: You can do instant transfer by clicking the ‘Now radio button or can schedule it for a later date. On clicking ‘Schedule later’, you will be prompted to enter a future date

Click on the Submit button; you will be navigated to next page containing all the details of the transaction. On confirming the details your transaction will be initiated; which needs to be authorized by the Maker.

 

How can a Checker authorize a fund transfer request?

This feature lets a Checker authorize single fund transfer transactions initiated by a Maker.

Step 1: Post logging in to the CIB platform, click on the ‘Transfers Tab’ and under the ‘Authorize’ section click on ‘Transfers’ tab.

image

Step 2: Select the authorization type as ‘Screen Payments’ from the dropdown menu

Step 3: Select the company id from the dropdown menu

Step 4: Select the date range to filter out the transfer request sent during a period

Step 5: Select the transaction status from the dropdown menu

Step 6: Select the payment type from the dropdown menu

Step 7: Click on Submit button and you will be directed to ‘Authorization Summary’ page where transaction pending for authorization during a period will be displayed

Step 8: Select a transfer request and proceed with either authorizing or rejecting the request by clicking on ‘Authorize’ or ‘Reject’ button.

Step 9: If you click on the Authorize button, an OTP will be sent to your mobile number. Input the OTP and click on Submit button.

Step 10: Once OTP is validated , enter the Authorization Password and click on submit button to authorize the transaction. On successful validation fund transfer process will be completed

Step 11: If you click on the Reject button, then you be prompted to enter the rejection reason and post entering the rejection reason click on the ‘Submit’ button to reject the transfer request

 

Investment in Fixed Deposit

 

How can a Maker initiate opening of Fixed Deposit?

Step 1: Log in to the CIB platform.Click on  the ‘Deposits’ tab - next on ‘Open Fixed Deposit’ Tab.

image

Step 2: In the ‘Open term deposit’ enter the details of the Fixed deposit of your choice

Fill the following details:

     a. Deposit Type: Select type of fixed deposit you want to open.

     b. Company Id – Company Name: Select Company name

     c. Source Account Number: Select Source account number from where amount will be debited

     d. Available Balance: Displays available balance of account selected in ‘Source Account Number’ field

     e. Interest Payout Plan: Select interest payout plan

     f. Amount: Input amount for which you want to open fixed deposit

     g. Period in months: Enter tenure in months. If Months, is selected then ‘Period in days’ field will be disabled(Minimum period is 6 Months and Maximum period is 120 Months)

     h. Period in days: If month is not selected then enter tenure of Fixed Deposit in months. (Minimum period 180 days and Maximum period 3650 days)

     i. Principal Payout Instruction: From the dropdown menu, select ‘Credit to Account’ if you want amount to be credited to your account on maturity of FD or select ‘Auto Renew’ option to automatically create a new Fixed Deposit

 

Step 3: Click on the ‘Submit Button’. All FD details, along with FD Interest Percentage, Maturity Amount and Maturity Date will be displayed

Step 4: Click on Confirm button to go ahead with FD initiation process. The confirmation message will appear on the screen; alternatively click on ‘Cancel’ button to reject FD initiation process

 

How can a Corporate Checker authorize FD opening request?

 

Step 1: Log in to the CIB platform, click on ‘Deposits’ tab and then click on ‘Authorize’ Tab.

image

Step 2: Enter Company Name; Account Number; Transaction Type; From Date and to Date and click on ‘Submit’ button

Step 3: You will be able to see all the records pending for authorization (based on filter conditions)

1

Step 4: To Authorize or Reject a FD opening request, select desired record and click on ‘’ or ‘Reject’ button

Step 5: If you have clicked on the Authorize tab then FD will be opened and a message displaying the same will be shown on the screen

 

 

How can a Corporate Maker Initiate Fixed Deposit closure request?

 

Step 1: Log in to the CIB platform. Click on the ‘Deposits’ tab and then click on ‘Deposit Foreclosure’ Tab

image

Step 2: Select Company ID - Company Name.All fixed deposits opened through internet banking would be displayed on the screen

1

Step 3: Select a record and click on ‘Close Deposit’ button

Step 4: Select the account to which deposit amount has to be credited

1

Step 5: Particulars of the FD which will be closed will be displayed, like maturity amount,credit account number etc.

1

Step 6: Click on the ‘Confirm’ buttom to initiate deposit foreclosure. A message will be displayed mentioning the ‘Deposit Foreclosure has been initiated. Authoriser to approve this deposit foreclosure’.

1

 

How can a Corporate Checker authorize Deposit Foreclosure?

 

Step 1: Log in to the CIB portal and under Deposits tab click on ‘Authorise Tab’

image

Step 2: Enter Company Name; Account Number; Transaction Type; From Date and To Date and click on ‘Submit’ button to see all the records pending for authorisation (based on filter conditions)

1

Step 3: Select a record and click on ‘Authorise’ button to approve and close a Deposit foreclosure request successfully

 

Cheque Related Activities

 

How can I check on the status of an Issued Cheque?

This feature enables the Maker of Corporate to check the status of the Issued Cheque.

Step 1: Log in to the CIB platform. Click on the ‘Request Tab’ and then on ‘Cheque Status Inquiry’

image

 

Step 2: Select the Account Number and the range of Cheque Number you want to inquire about

Step 3: Click on Submit button to see the status of the Cheque requested

How can I check the status of my Cheque related service requests?

 

Step 1:Log in to the CIB platform. Click on the ‘Request’ Tab and then on the ‘Service Request Status’ Tab

image

Once you click on the menu, the screen will display the details of the service request raised with its current status

 

How can a Corporate Maker initiate Issued Cheque Stop Request?

 

Step 1:  Log in to the CIB platform. Go to the ‘Requests’ Tab and then click on the’ Stop Cheque Request’

image

Step 2: Select the account number from the dropdown menu and select whether you want to stop a single Cheque or a range of Cheques.

Step 3: Based on the above selection, you have to enter the Cheque number(s) and enter the reason for stopping the Cheque in the input box

Step 4:  On clicking the Submit button, all details will be visible for validation purpose

Step 5: On clicking Confirm button, a prompt message will be shown on screen ‘Request raised and pending for authorization’.

Step 6: To authorize the ‘Stop Cheque’ request, Log in with Corporate Checker credentials

Step 7: Click on the CIB portal and then click on ‘Request Section’ and then on ‘ tab’.

image

Step 8: To authorize a Stop Cheque Request’ enter the following details:

     a. Company ID- Company Name: Select Company ID from the dropdown menu

     b. Account Number: Select Accont number from the dropdown menu

     c. Request Type: Select Stop Cheque Request from the dropdown menu

     d. From and To Date: Enter date range for which you want to authorise ‘Stop Cheque Requests’

Step 9: Click Submit button, and you will be able to see ‘Service request Authorisation’ page.Select a record and click on Authorise button to approve and Reject button to reject request.

Step 10: On clicking ‘Authorise’ button, an OTP will be sent to your registered mobile number.  Enter the OTP and the transaction authorisation password to complete the ‘Stop Cheque’ request.

 

How can a Corporate request for a Cheque book?

 

Step 1: Log in to the CIB platform. Go to ‘Requests’ Tab and then click on’ Cheque book Request’ tab.

image

Step 2: Select Account number against which Cheque Book has to be issued. Enter the number of Cheque books required and the number of leaves per Cheque book. Next, click on ‘submit’ button.

Step 3: All the details will be displayed for validation. If details are right,  click on the ‘Confirm’ button and you will be able to see a prompt on the screen stating ‘request raised and pending for authorization’.

Step 4: Log in to the CIB portal and then click on the Request Section and then on Authorize tab.

image

Step 5: To authorize a Stop Cheque Request’ fill in the below details:

     a. Company ID- Company Name: Select the Company ID from the dropdown menu

     b. Account Number: Select the Accont number from the dropdown menu

     c. Request Type: Select ‘Cheque Book Request’ from the dropdown menu

     d. From and To Date: Enter the date range for which you want to authorise ‘Cheque Book Requests’

Step 6: On clicking Submit button you will be directed to ‘Service request Authorization’ page. Select the record and click on ’Authorize’ button to approve and ‘Reject ‘button to reject request

Step 7: On clicking ’Authorize’ button, you have to Enter OTP sent on your registered mobile number followed by transaction authorization password

Step 8: On successful validation of OTP and Authorization password, the Stop Cheque request will be approved

 

Funds transfer template management

 

To make repetitive funds transfer convenient and easy, you can now define a template containing all the pre-requisite information required for making a fund transfer. At time of funds transfer you only have to enter the template ID and amount to make a transaction.

 

How can a Corporate Maker create new funds transfer template?

 

Step 1: Log in to the CIB platform. Click on the ‘Transfers Tab’ and Under ‘Manage Template’ click on New Template

image

Step 2: Click on the Type of Transfer box and select the type of funds transfer and click on the ‘Submit’ button

Step 3: Depending on the type of fund transfer, follow the below steps:.

             a. If Type of Transfer chosen by you is ‘Within my Account’ (funds transfer between own company accounts) then you will be directed to the below given page.  enter the following details in the given page.

                 I. Company ID: Select Company ID from the dropdown menu

                II. From account number: Select account from money will be debited from the dropdown menu

               III. Beneficiary Account Number: Select beneficiary account number from the dropdown menu

               IV. Template ID: Enter template Id as per your choice

                V. Template Description: Enter template description as per your choice

                    Once details have been filled in. click on the ‘Submit button’. A confirmation containing all details will be shown. If all details are correct,  click on the ‘Confirm’ button to create template or click ‘Back’ button to                      make changes in the template.

 

               b. If Type of Transfer chosen by you is ‘Third Party Transfer’ (funds transfer between Bandhan Bank  Accounts) then you will be directed to the below given page.  Enter the below details in the given page.
                   I. Company ID: Select Company ID from the dropdown menu
                  II. From account number: Select account from money will be debited from the dropdown menu
                 III. Within Bandhan Bank Payee Name: Select beneficiary account number from the dropdown menu
                 IV. Template ID: Enter template Id as per your choice.
                  V. Template Description: Enter template description as per your choice.

                     Once all the details have been filled in, click on the ‘Submit button’. A confirmation page containing all details will be shown. If all details are correct  click on the ‘Confirm’ button to create template or click ‘Back’ button to make changes in the template

 

             c. If Type of Transfer chosen by you is ‘NEFT/RTGS/IMPS’ (funds transfer to other Bank accounts) then you will be directed to the below given page.  Enter the below details in the given page:
                 I. Company ID: Select Company ID from the dropdown menu
                II. From account number: Select account from money will be debited from the dropdown menu
               III. Transfer Type: Select the mode of transfer 
               IV. Beneficiary Name: Select Beneficiary Name from the dropdown menu
                V. Template ID: Enter template Id as per your choice
               VI. Template Description: Enter template description as per your choice

                  Once the details have been filled in, click on the ‘Submit button’. A confirmation page containing all details will be displayed. If all details are correct  click on the ‘Confirm’ button to create template or click ‘Back’ button to make changes in the template.

 

 

How can a Corporate Maker edit funds transfer template?

 

Step 1: Log into the CIB platform. Click on the ‘Transfers Tab’ and Under ‘Manage Template’ click on Edit Template.

image

Step 2: Click on the Type of Transfer box and select the type of funds transfer and click on the ‘Submit’ button.

Step 3: Based on the type of transfer you will be directed to the next page where all the templates of the selected transfer type will be displayed

1

Step 4: Select the template you want to edit and click on the ‘Submit Button’. You will be navigated to next page where you can make desired changes to the selected template

1

Step 5: After changing details, click on the ‘Submit button’. A confirmation containing all details will be displayed. If all details are correct  click on the ‘Confirm’ button to edit template or click ‘Back’ button to make changes again in the template

1

 

How can a Corporate Maker delete a funds transfer template?

Step 1: Log in to the CIB platform. Click on the ‘Transfers Tab’ and Under ‘Manage Template’ click on ‘Delete Template’.

image

Step 2: Click on the Type of Transfer box and select the type of funds transfer and click on the ‘Submit’

Step 3: Based on the type of transfer you will be directed to the next page where all the templates of the selected transfer type will be displayed

Step 4: Select the template you want to delete and click on the ‘Delete Button’.  You will be directed to a page containing details of the selected template

Step 5: To delete the template, click on the ‘Confirm’ button. You will be navigated to final screen where success message of template deletion will be displayed

Account details and statements

 

How can I check summary of my accounts?

 

Step 1: Log in to the CIB platform and click on the ‘Accounts’ tab.  Under ‘ Account Activity’ click on ‘Account Summary’

image

Step 2: Select the company name for which you want to view the account summary and click on ‘Submit’ button.

Step 3: All the accounts of the selected company will be displayed.

 

How will I view Account Details?

 

Step 1: Log in to the CIB platform and then click on the ‘Accounts’ tab. Next, click on  ‘ Account Details’

image

Step 2: Select company ID from dropdown.

Step 3: Select Account Number from dropdown and click on Submit button. Details of selected account will be displayed on screen.

 

How can I download detailed account statements?

 

This feature enables you to view and download detailed account statements based on search criteria.

Step 1: Log in to the CIB platform and then click on the ‘Accounts’ tab and the under ‘ Account Activity’ click on ‘Detailed statement’

image

Step 2: Select the Company from the dropdown menu

Step 3: Select the Account Number from the dropdown menu.

Step 4: Set range using ‘From Date’ and ‘To Date’ to view account statement for that period

Step 5: Click on Submit button to generate statement. You can view and download detailed statement in xls, pdf and csv format

Please note: Only Latest 100 transactions are made available for view/print and Download option.

1

In case of all the transactions within a selected date range, click on the ‘Detailed Statement Request button’

image

‘Detailed Account Statement will be sent to your registered E-Mail ID.,  Please check your mailbox after 15 minutes for the document.

 

How can I view and download Mini Statement?

 

This feature enables you to view and download mini statements for concerned accounts.

Step 1: Log in to the CIB platform and then click on the ‘Accounts’ tab and under ‘Account Activity’ click on ‘Mini statement’

image

Step 2: Select Company from the dropdown menu.

Step 3: Select Account Number from the dropdown menu.

Step 4: Click on Submit button and the transactions will be listed on the screen .

Step 5: You can download the mini statement in xls, pdf and csv format by clicking on the respective icons.

How can I view Fixed Deposit summary?

Step 1: Log in to the CIB platform and click on the ‘Accounts’ tab and the under ‘ Account Activity’ click on ‘Detailed statement’

 

image

Step 2: Select Company ID from the dropdown menu and click on Submit button. List of all Fixed Deposits under the Company Id will be displayed on screen.

Step 3: To view details of Fixed Deposits click on the Fixed Deposit Number.

 

How can I view Loan Summary?

Step 1: Log in to the CIB platform and then click on ‘Loans’ tab and then click on ‘Loans Summary’.

image

Step 2: Select the Company ID from the dropdown menu and press Submit button. List of all loans under the Company Id will be displayed on the screen.

 

Security

 

How can I change Secure Image and personalized text?

 

This feature enables you to change the secure image and personalized text.

Step 1: After logging in tothe CIB platform and click on the ‘Change Image’ tab.

image

Step 2: You will be able to see the below page where one can change the ‘Secret Answer and Image’

Step 3: Enter secret answer field with a text of your choice.

Step 4: Select a category of images  from the dropdown ‘ Select Secure Image Category’

Step 5: Select desired image and click on Submit button. Next log in onwards, the chosen Image and Caption will appear on the login page