THE RBD PROCESS:
1st step- Using database from the ERVCMS software, Relis a software that has details of the account opening forms, Lead management system where pending actions are stored, foot fall at the branch or various other channels of RBD employees generate leads.
2nd step- Employees need to understand as what the customers require and then plan out a cross selling strategy as to what a customer may want, the main idea is that the employee handling a customer must try and profile his customers according to his age, by analyzing his income, his needs, etc. Once a customer shows interest in a product the details and names are entered into the Lead management system this allows accountability as the software requires the employee code before any lead is entered in it and thereby earning the credit for the same.
3rd step- Leads that have been entered into the Lead management system are given to the respected sales team.
4th step- The Lead management systems has full details whether the lead has been converted or not and infact can give details as to how far the employees have reached with the customer.
5th step- Branch and employees are evaluated on the numbers of leads converted
1st step- Using database from the ERVCMS software, Relis a software that has details of the account opening forms, Lead management system where pending actions are stored, foot fall at the branch or various other channels of RBD employees generate leads.
2nd step- Employees need to understand as what the customers require and then plan out a cross selling strategy as to what a customer may want, the main idea is that the employee handling a customer must try and profile his customers according to his age, by analyzing his income, his needs, etc. Once a customer shows interest in a product the details and names are entered into the Lead management system this allows accountability as the software requires the employee code before any lead is entered in it and thereby earning the credit for the same.
3rd step- Leads that have been entered into the Lead management system are given to the respected sales team.
4th step- The Lead management systems has full details whether the lead has been converted or not and infact can give details as to how far the employees have reached with the customer.
5th step- Branch and employees are evaluated on the numbers of leads converted