High-performance telecalling frameworks, assisted digital journeys, and verified customer acquisition pipelines tailored for banking, Demat, and mutual fund institutions.
Assisted digital savings and current account acquisition with instant virtual debit card issuance and automated WhatsApp status confirmation desks.
Dynamic tracking link distributions for tier-1 stock broking houses (Angel One, Upstox) with complete video KYC guidance for first-time retail investors.
Systematic Investment Plan (SIP) customer onboarding with direct AMC portfolio setup, NACH e-mandate validation, and tax-saving ELSS pitching.
A strictly auditable sequence ensuring quality, zero MIS discrepancies, and verified commission settlement.
Customer identity check, Aadhaar/PAN name matching, and tele-associate preliminary qualification.
Digital account creation with customer automated WhatsApp verification handoff directly to backend desk.
Automated SMS/Link dispatch with dynamic campaign sub-IDs for instant client equity account registration.
SIP mandate confirmation, final MIS review by QA supervisor, and automatic payout voucher trigger.
