CRM -26

CRM -26

Professional Development

61 Qs

quiz-placeholder

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CRM -26

CRM -26

Assessment

Quiz

Instructional Technology

Professional Development

Easy

Used 103+ times

FREE Resource

61 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In CRM which of the duplicate leads are assigned to Branch Manager (BM) for his/her approval
Assets
Liabilities
Both first and second
Neither first nor second

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In CRM what is known as liabilities?
All Deposits
Loans except Home loans
All Loans
All of the above

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following is not a Lead Rating?
Hot
Cold
Warm
Dead

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the below is a lead source?
Branch Walk-in
Referral
Only (A)
both first and second

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In CRM, for liabilities products which of the following roles available?
Branch Manage (BM)
Relationship Manager(RM)
Customer Relationship Officer (CRO)
All of the above

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If a customer is interested and walks in the Branch with partial or no documents the lead is created in which status?
Documents Collected
Appointment Fixed
Follow Up
Not Interested

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In CRM, which of the following products are included in the Liability layout?
Savings Accounts
Current Accounts
Term Deposits
All of the above

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