YES Genie

YES Genie

Professional Development

15 Qs

quiz-placeholder

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YES Genie

YES Genie

Assessment

Quiz

Other

Professional Development

Medium

Created by

Archana Mishra

Used 5+ times

FREE Resource

15 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

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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