Dynamic (internal)
1. Check if the mandate is approved, if not approved then help the user with steps. If approved, ask the user to proceed with investments. 2. If the mandat...
Wed, 28 Jul, 2021 at 6:37 PM
1. Check payment status of the order, scheme name & its closing date 2. If payment status is approved, calculate 7 business days from the NFO closing d...
Fri, 30 Jul, 2021 at 7:11 PM
1/ Go to user’s admin -> SIP tab 2/ Check the SIP setup date and ‘(F)’ remark with the scheme code 3/ The setup date and next SIP should have more than 3...
Fri, 30 Jul, 2021 at 7:56 PM
1. Check if SIPs are linked to BillPay mandate or Oneclick mandate. 1.1 If SIPs are linked to Billpay mandate: 1.1.1 check the status of mandate, if ap...
Sat, 31 Jul, 2021 at 7:19 PM
Check the order date, Check if the total amount of insta redemption placed was not equal to or less than 90% of the current value or 50000 which...
Mon, 2 Aug, 2021 at 9:28 PM
1/ Check on reversal remark and respond with reason 2/ If no clarity on reversal remark then escalate to AMC
Tue, 3 Aug, 2021 at 4:36 PM