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WorksheetsLU1-Roles & Responsibilities of RM
Total questions: 15
Worksheet time: 8mins
Relationship managers are essential part of banks as they help to increase ___ & generate more revenue for the company.
client dissatisfaction
client irritation
client complaints
client satisfaction
Relationship Managers (RM) are mapped to ______ to service, manage and deepen client relationships.
Products
Clients
Branch Managers
Services
Relationship Manager is responsible for _________ with clients on a day to day basis.
interacting and engaging
talking
empathizing
discussing
CTG stands for ____.
Customer To Gap
Customer To Group
Cost To Group
Cash To Group
KPI stands for ______.
Key Performing Individual
Key Persistent Indicator
Key Portfolio Investment
Key Performance Indicator
Which of the following is not a parmater to measure the quality of sourcing?
FTNR
Activation
Expansion
Depletion
Which of the following will be not be considered as good quality sourcing?
ADC not activated
Initial Payment cheque cleared on time
AMB maintained as per requirement
Account opened without any rejections
_____ refers to non-maintenance of AMB/AQB in the succeeding month of account opening.
Inactive account
Downgrading
Depletion
FTNR
FTNR stands for _____.
First Time Net Revenue
First Time Not Risk
First Time Not Right
First Time Net Relationship
Which of the following is not a part of 'Liability' in the goal sheet?
Net FD Growth
NAV
NTB/CTG
Wealth Income
If there are at least two credits in a newly opened account by the end of succeeding month of account opening then the account is said to be ______.
Activated
Depleted
Expanded
Upgraded
In which of the following cases account will be FTR account?
Signature of customer on AOF is not consistent
Photograph not collected from customer
All documents and AOF are in proper order and duly signed
OSV missing on ID proof
FTNR leads to _______?
Opening of account within TAT
Customer trust
Customer dissatisfaction & delay in TAT
Customer satisfaction
Choose the incorrect option. Goals should be:
Time-bound
Measurable
Specific
Vague
Marks scored from insurance, mutual fund & YSL come under _____.
Sales in Portfolio
Liability
Assets
Revenue
