Where can you search for customer details using Cust Id/Mobile No. in YES Genie?
YES Genie

Quiz
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Other
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Professional Development
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Medium

Archana Mishra
Used 5+ times
FREE Resource
15 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Customer
Intelligent Search
Lead
Prospect
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
______ button in YES Genie helps RMs capture more details about the customer and build their overall profile.
Connection
Action
Dashboard
Profiler
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
___ Level data in YES Genie gives information on mapped RMs, customer information and their relationship with the bank.
Profiler
Connection
MDM
Action
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
All communication that has been sent to the customer can be found in the ________________ tab of YES Genie.
Customer connection
Customer interactions
Action
Intelligent Search
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
________ is the total value of relationship, a customer is having with the bank.
Complete Value
End Value
Gross Value
Net Relationship Value
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
A snapshot of all product holdings of the customer can be found in the _______ tab of YES Genie.
Leads
Product
NBA
Portfolio
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which button in YES Genie contains family details of the customer?
Action
Profiler
Connections
Dashboard
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