Handbooks and Guidelines for Banking Services
India Post publishes comprehensive handbooks, operational guidelines, and procedural manuals for its banking services to ensure smooth and standardized operations across all post offices in the country. These documents serve as reference material for postal staff and provide detailed instructions on various banking processes.
Available Handbooks
| S.No | Handbook Title | Description |
|---|---|---|
| 1 | Post Office Savings Bank Manual | Comprehensive guide on savings bank operations, account management, and transaction processing |
| 2 | Post Office Small Savings Schemes Manual | Detailed procedures for all small savings schemes including RD, TD, MIS, NSC, and KVP |
| 3 | Core Banking Solutions (CBS) Handbook | Operational guidelines for CBS-enabled post offices covering digital transactions |
| 4 | ECS Operations Manual | Step-by-step guide for Electronic Clearing Service operations and mandate management |
| 5 | IPP Banking Operations Handbook | Operational procedures for India Post Payments Bank services and doorstep banking |
| 6 | Mutual Fund Distribution Guidelines | Procedures for mutual fund sales, KYC compliance, and investor servicing |
| 7 | Senior Citizens Savings Scheme Handbook | Special guidelines for SCSS account opening, maintenance, and closure |
Access to Handbooks
These handbooks are available for reference at all head post offices and can be accessed by authorized postal staff through the internal portal. Customers can also request information from their nearest post office regarding specific procedures and guidelines.