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How IIFL Enhanced CX with Haptik's Omnichannel Solution
Oct 16, 2023
Case Study
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• 27 years of experience in Capital Markets and Banking Domain.
• Heading the customer service, Investor Grievances & Surveillance as "Senior Vice President- Chief Customer Experience Officer"​ of the leading stock broking firm IIFL.
• Heading the customer service as "Vice President-Customer Service"​ of the leading stock broking firm IIFL.
• Headed the customer service as "Vice President-Customer Service" of the leading stock broking firm, “Motilal Oswal Securities Limited”.
• Setting up back-office operations for stock-broking client of Syntel Global Pvt Ltd.
• Handling “Pension Fund Accounting Operations” for one of esteemed clients of Syntel Sourcing Pvt. Ltd.
• Handled back office for private banking international operations of Bahrain branch.
• Experience in handling all facets of “Custodial Services” like Settlement related operations, Interacting with market intermediaries like Brokers & Stock Exchanges, handling bad-deliveries, Follow-ups for shortages with different Companies and Registrars and Safe keeping of Clients’ Assets.
• Experience in “Product development” with respect to depository business for specific client groups
• Experience in “Relationship Management” with Specific Client Groups like Corporates, BSE and NSE members for financial products like Depository participant services for retail & institutions, Stock Lending, Derivatives etc.

Specialties: Custodial services, stock broking operations, banking and customer service

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case study