RM - RM and Score Card

Relationship managers are essential part of banks as they help to improve ___ & generate more revenue for the company.

• client dissatisfaction

• client satisfaction

• client irritation

• client complaints

Relationship Managers (RM) are mapped to ______ to service, manage and deepen client relationships.

• Services

• Products

• Branch Managers

• Clients

Relationship Manager is responsible for _________ with clients on a day to day basis.

• talking

• empathizing

• interacting and engaging

• discussing

CTG stands for ____.

• Customer To Gap

• Customer To Group

• Cash To Group

• Cost To Group

KPI stands for ______.

• Key Performing Individual

• Key Portfolio Investment

• Key Performance Indicator

• Key Persistent Indicator

Which of the following is not a part of Liability in the goal sheet?

• NAV

• Wealth Income

• NTB/CTG

• Net FD Growth

Choose the incorrect option. Goals should be:

•  Specific

• Measurable

• Vague

• Time-bound

Marks scored from insurance, mutual fund & YSL come under _____.

• Sales in Portfolio

• Revenue

• Liability

• Assets

TFX and other income comes in which part of the Goal Sheet ? 

• Revenue

• Sales to Portfolio

• Liability

• None of the above. 

Which KPI is not the part of the liability part of the Goal Sheet ? 

• Asset Income

• CIB

• NAV

• CTG/ NTB