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Stories

One of the leading equity broking companies in India relies on us for on-time KRA processing.

One of India's leading equity broking companies, with a PAN-India presence, 600 offices, 12,00,000 customers.

  • The Challenge
    • Process SEBI mandated KYC Registration with stringent timelines and default penalties
    • Manage in-house processes that currently lead to a huge backlog and fear of deadline overrun
    • Tackle unregistered forms which have not been uploaded into the KRA application that's pending process
    • Manage this non-core activity that was a regulatory requirement
    • Complete the work backlog well before the SEBI audit
  • The Solution
    • Assign dedicated and trained resources who understood the KRA process and deploy them at the client site
    • Retrieve images from the database and upload these into the KRA application
    • Enter the data in application forms for the KRA application
    • Make and check the data entries
    • Complete the process as per the agreed SLAs
    • Provide on-site project management, improve the processes, enhance TAT
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Benefit to our Customer

  • Ensured the completion of KRA updates in the required timeline
  • Ensured reduction in TATs
  • Provided end-to-end project management
  • Delivered the project well within SEBI mandated timelines
  • Helped customer focus on their core business