Managed By:
Compliance Group
Agent + Alpesh
Agent + Zeel
Agent + Sunita
Sales Coordinator
Alpesh + Sales Coordinator
Zeel + Sales Coordinator
Sunita + Sales Coordinator
Agent (Alpesh)
Agent (Zeel)
Agent (Sunita)
Sales Coordinator (Alpesh)
Sales Coordinator (Zeel)
Sales Coordinator (Sunita)
Compliance Group
Renamed From : Agent Only
Compliance Group
Renamed From : Agent Only
Select this option for Agency files where no specific compliance member is assigned; instead, any available compliance team member enters remarks, without extending active group participation or dedicated support.
Agent + Alpesh
Select this option for B2B Agency files that require Alpesh's active, hands-on participation within the B2B+Compliance Support Group.
Agent + Zeel
Select this option for B2B Agency files that require Zeel's active, hands-on participation within the B2B+Compliance Support Group.
Agent + Sunita
Select this option for B2B Agency files that require Sunita's active, hands-on participation within the B2B+Compliance Support Group.
Sales Coordinator
Renamed From : Edfyed
Select this option for non-Agency files where no specific compliance member is assigned; instead, any available compliance team member enters remarks, without extending active group participation or dedicated support. These files are mostly driven by the Sales Coordinator.
Alpesh + Sales Coordinator
Select this option for direct B2C student files (non-Agency) where the B2C Compliance Support Group is actively driven by Alpesh's participation alongside the Sales Coordinator.
Zeel + Sales Coordinator
Select this option for direct B2C student files (non-Agency) where the B2C Compliance Support Group is actively driven by Zeel's participation alongside the Sales Coordinator.
Sunita + Sales Coordinator
Select this option for direct B2C student files (non-Agency) where the B2C Compliance Support Group is actively driven by Sunita's participation alongside the Sales Coordinator.
Agent (Alpesh)
New Entry
Select this option for Agent files where the Agent actively drives the group, while Alpesh only supports the agency with document requests and updates the status when updates are received or sought.
Agent (Zeel)
New Entry
Select this option for Agent files where the Agent actively drives the group, while Zeel only supports the agency with document requests and updates the status when updates are received or sought.
Agent (Sunita)
New Entry
Select this option for Agent files where the Agent actively drives the group, while Sunita only supports the agency with document requests and updates the status when updates are received or sought.
Sales Coordinator (Alpesh)
New Entry
Select this option for B2C files where the Sales Coordinator actively drives the group, while Alpesh only supports the Sales Agency with document requests and updates the status when updates are received or sought.
Sales Coordinator (Zeel)
New Entry
Select this option for B2C files where the Sales Coordinator actively drives the group, while Zeel only supports the Sales Agency with document requests and updates the status when updates are received or sought.
Sales Coordinator (Sunita)
New Entry
Select this option for B2C files where the Sales Coordinator actively drives the group, while Sunita only supports the Sales Agency with document requests and updates the status when updates are received or sought.