Client Service

Serve

Service requests, KYC and onboarding, appointments, and next-best-actions for your client relationships. All workflows are aligned with SEBI and AMFI guidelines.

Open KYC hub View client 360
Open service requests
28
6 past SLA
KYC pending verification
14
-3 vs last week
Appointments today
9
2 digital reviews
Client satisfaction (NPS)
72
+4 vs last month
!
Redemption failure requires escalation
Vikram Agarwal's ₹ 15.0 L redemption failed due to bank mandate mismatch. SLA expires in 2 hours.
TKT-2026-0847 · P1 · 2h left
!
KYC revalidation due in 30 days
17 client records under SEBI KRA guidelines need revalidation before 17 September 2026.
Compliance · P2 · 6h ago
AI
Sentinel Copilot suggestion
3 clients have no debt allocation review in 12 months. Schedule advisory touchpoints.
Next-best-action · P3 · 30m ago
Open service requests
Track tickets, SLA status, and ownership across service types
View all
Request ID Client Type Priority Status SLA left Amount
TKT-2026-0847
VA
Vikram Agarwal
Household · 8 products
 Redemption Critical Open 2h ₹ 15.0 L
TKT-2026-0846
SM
Shalini Mehra
Individual · 5 products
 KYC High In progress 19h -
TKT-2026-0845
RK
Rohit Kapoor
Household · 6 products
 SIP mandate High Awaiting client 22h ₹ 25,000/mo
TKT-2026-0844
NS
Nandini Subramanian
Individual · 4 products
 Reporting Medium In progress 46h -
TKT-2026-0843
PB
Prakash Bhatia
Household · 7 products
 Nominee update Low Open 96h -
TKT-2026-0842
AI
Ananya Iyer
Individual · 3 products
 Address change Medium Resolved - -
Open client book
KYC and onboarding pipeline
PAN, Aadhaar, CKYC, and bank mandate verification under SEBI KRA norms
KYC detail
1
Lead captured
23 done
2
PAN verified
21 done
3
KRA upload
14 pending
4
Bank mandate
8 pending
5
First SIP live
5 pending
Service board
Kanban view of request lifecycle
Updated 10m ago
New 6
TKT-2026-0848
Add nominee for 2 folios
Arjun Menon · SLA 120h
TKT-2026-0849
Capital gains statement FY 25-26
Kavita Rao · SLA 72h
In progress 9
TKT-2026-0846
KYC document rejected
Shalini Mehra · 19h left
TKT-2026-0844
CG statement request
Nandini Subramanian · 46h left
Awaiting client 7
TKT-2026-0845
SIP mandate not debited
Rohit Kapoor · 22h left
TKT-2026-0850
Sign revised risk profile
Deepak Shah · 48h left
Resolved 18
TKT-2026-0842
Address change processed
Ananya Iyer · 1h ago
TKT-2026-0841
Nominee update confirmed
Meera Nair · 3h ago
Sentinel Copilot
You have 6 clients with unresolved service requests older than 24 hours. I ranked them by AUM impact and SLA risk. Vikram Agarwal's redemption failure needs immediate attention.
Escalate critical Schedule follow-ups Draft client notes
Next best action
1
KYC revalidation outreach
17 clients need revalidation under SEBI KRA. Batch email and SMS are ready.
Estimated saves 4 hours
2
Advisory touchpoint
3 households are under-exposed to debt. Propose a review via advisory journey.
Go to advisory
3
Appointment slots open
Two HNI clients have not had a review in 6 months. Slots available Thu and Fri.
2 clients matched
Today's appointments
18 August 2026
Calendar
10:00
Vikram Agarwal
Redemption follow-up · Video
Critical
11:30
Shalini Mehra
KYC review · In-person
High
14:00
Rohit Kapoor
SIP mandate walkthrough · Video
Medium
16:30
Nandini Subramanian
Annual review · Phone
Low
Request volume
Requests raised vs resolved, last 12 months
Resolution mix
By channel, month to date
156
resolved
Self-serve portal
60%
RM assisted
25%
Ops team
15%
Client satisfaction
NPS over last 90 days
72
NPS
Promoters58%
Passives31%
Detractors11%
Recent activity
09:47
KYC verified for Shalini Mehra
09:14
Redemption failure escalated for Vikram Agarwal
08:42
SIP mandate re-registered for Rohit Kapoor
08:05
Client 360 note added for Nandini Subramanian
Yesterday
Feedback survey sent to 42 clients