Activation
Request to delete Lead ID
Checks: NA Resolution: Kindly connect to OI Team for the same.
Data entry error in activation link
Checks: Need to check from which Login ID user has login Resolution: There has been provision to access Activation portal through ONELOGIN module for IIFL employee users (i.e. C code users) so please try form there Note: For One login activation ...
Rights In Activation or Insta application
Checks: Verify the effectiveness of the request Resolution: Please connect UAM team (viz. Chetan Vishwasrao) for Activation or Insta Rights
Wrong RM Name or RM Code?
Checks: NA Resolution: Connect with CRM team for the same as RM Name and Code are assigned from CRM at time of lead creation.
Request for Deleting an entry (DIY Process)
Checks: Verify whether ID is created using the DIY Process by following below steps: Check in the lead tracker the stage of the ID If the ID is not Visible in the Edit tab of Eaccount Portal means the ID is created using the New Iserve.Kyc link i.e. ...
Request for Deleting an entry (Old Process)
Checks: Verify whether ID is created using the Old Process by following below steps: Check the RM code form the lead tracker If the ID is Visible in the Edit tab of Eaccount Portal means the ID is created using the Eaccount(Old Link) (Iserve.Kyc link ...
Request for Deleting an entry (Activation Delete)
Checks: Verify whether ID is in lead tracker/Report Tracker: Check in Eaccount lead tracker if he ID is in activation team queue or Insta If the status shows as pending in activation team queue or pending for verification, connect with activation ...
Lead Transfer issue
Checks: Check in lead tracker whether the ID is Activated or not. If NO, then refer “Resolution 1” If YES, then refer “Resolution 2” Resolution 1: Please connect to OI team as Lead transfer is done by them Resolution 2: Please raise a Group Change ...
Error converting MF to Equity
Checks: Check the business type before converting the MF account to Equity Resolution: Select the business type as Mutual Funds. Enter the mobile number, As pop up will appear asking "Convert to Equity Account" and "Open New Mutual Fund Account". ...