Not getting alternate Fund Pay In option
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Request for Mutual Fund Statement of all the MFs purchased
Checks: NA Resolution: Kindly connect with MF Operation team AND Henceforth, please raise the query on zoho CRM by selecting the CRM Subject Head as “Mutual Fund” and not “Mutual Fund - Tech Queries”
Client is getting message as trial id and demo id
Checks: To Check whether client is employee of IIFL Resolution: If Client is Employee of IIFL then client should give declaration to IIFL for trading.
SIP/Lumpsum Unit not allotted or reflecting for client
Checks: Verify the same by getting the error screenshot or using screen sharing feature Resolution: Connect with Mutual Fund Operations Team
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Checks: Verify error screenshot by getting the details of error faced or by doing a screen sharing with customer In TT.EXE setting HO network should not be selected in case user is accessing application from outside of IIFL Network and vice versa ...
Client not able to trade
Checks: check reason whether getting message as client is not registered. Resolution: UFFC File Upload should be done again for particular segment for which order is getting rejected.