Stefan Chettiar
@stefanchettiar
Client-focused financial services professional specializing in regulatory case handling and data-driven customer experience.
What I'm looking for
I am a client-focused financial services professional with over four years of experience in regulatory case handling, customer experience, and operational reporting. I excel at resolving SEBI escalations, managing trade and brokerage disputes, and supporting cross-functional teams to improve processes.
My work history includes progressive roles at leading brokerage firms where I created MIS reports, conducted root-cause analyses, and aligned operational processes with regulatory guidelines. I am proficient with CRM platforms, trading systems, NSE/BSE portals, and advanced Excel tools to deliver actionable insights.
I bring strong problem-solving skills, attention to detail, and clear stakeholder communication to high-pressure environments. I have a track record of advising sub-brokers, reducing repeat compliance issues, and ensuring accurate resolution of customer queries.
I am passionate about financial markets, continuous improvement, and leveraging data to drive better customer outcomes and regulatory compliance.
Experience
Work history, roles, and key accomplishments
Assistant Manager Customer Experience
Angel One Ltd.
Apr 2024 - Present (1 year 10 months)
Managed and resolved high-priority SEBI escalations and trade disputes while creating data reports and root-cause summaries to ensure regulatory compliance and inform senior management.
Senior Customer Experience Executive
Angel One Ltd.
Feb 2022 - Mar 2024 (2 years 1 month)
Investigated and resolved excess brokerage cases, collaborated with product and finance teams, and advised sub-brokers to improve policy alignment and reduce repeat issues.
Customer Support Executive
Upstox
Dec 2021 - Feb 2022 (2 months)
Addressed customer queries on trading charges and platform usage via email and calls, providing guidance to improve customer understanding and platform adoption.
Customer Service Executive
Upstox
Sep 2019 - Feb 2020 (5 months)
Assisted customers with trading account openings, explained required documentation, promoted services, and followed up to ensure successful onboarding and activation.
Education
Degrees, certifications, and relevant coursework
Dr. D. Y. Patil Vidyapeeth (D.Y. Patil University)
Master of Business Administration, Finance
2023 -
Grade: 8.95 CGPA
Pursuing an MBA in Finance with a current CGPA of 8.95.
University of Mumbai (Institute of Distance and Open Learning - IDOL)
Bachelor of Commerce, Commerce
Grade: 76%
Completed Third Year Bachelor of Commerce through IDOL, University of Mumbai with 76%.
Kirti M. Doongursee College
Higher Secondary Certificate, Higher Secondary Education
Grade: 71%
Completed Higher Secondary Certificate (H.S.C.) with 71%.
St. Peter's High School, Virar
Secondary School Certificate, Secondary Education
Grade: 81%
Completed Secondary School Certificate (S.S.C.) with 81%.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
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