Apr-2018 to Nov-2018
CRM is a workstation where a Relational Manager can on-board the customer in lead, prospect or client way. A Relational Manager can Manage Lead, Prospect, and Relationship for customer, Calendar, Call Report, Service Request. RM can also do a Due Diligence of Customer (CDD), Risk Profiling, Onboarding a customer, create Portfolio, Handover and assignment of customer and Reports.