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Stefan ChettiarSC
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Stefan Chettiar

@stefanchettiar

Client-focused financial services professional specializing in regulatory case handling and data-driven customer experience.

India
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What I'm looking for

I am seeking a mid-level role in customer experience or regulatory operations where I can handle escalations, improve processes, and use data-driven reporting to support business and compliance goals.

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

Angel One Ltd. logoAL
Current

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.

Education

Degrees, certifications, and relevant coursework

Dr. D. Y. Patil Vidyapeeth (D.Y. Patil University) logoDU

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) logoUI

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%.

KC

Kirti M. Doongursee College

Higher Secondary Certificate, Higher Secondary Education

Grade: 71%

Completed Higher Secondary Certificate (H.S.C.) with 71%.

SV

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

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Stefan Chettiar - Assistant Manager Customer Experience - Angel One Ltd. | Himalayas