Revision - RM

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 ______.

• Depleted

• Activated

• Expanded

• Upgraded

FTNR leads to _______?

• opening of account within TAT

• Customer trust

• Customer dissatisfaction & delay in TAT

• Customer satisfaction

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

• Assets

• Liability

• Sales in Portfolio

• Revenvue

Cold calling is a classic example of _______.

• Conceptual Selling

• Outbound Sales

• Lobby Management

• Inbound Sales

Which of the following is not a stage in ODPEC?

• Proposing a solution

• Opening a sale

• Develop the need

• Enhanced Due Diligence

Changing the account from one variant to another is known as _________ .

• Upgrading

• Downgrading

• Upscaling

• Regrading

AMB is calculated on _____ basis.  

• CTG

• MTD

• NTB

• YTB

A customer has complained to his RM that he has not received his Cheque Book even after one month. What action should the RM take?

• Create a lead in YES Genie

• Ask the customer to wait for some more time

• Ask the customer to raise a complain to higher authority

• Create a case in YES Genie

In the Score Card for RM, NAV is one of the components under _____.

• Sales in Portfolio

• Revenue

• Wealth

• Liability

In bank, there are certain objectives, campaigns or contests which are being conducted by the Head Office/Central Team which are often known as ______.

• Branch campaigns

• Lead Generation

• Central Campaigns

• Central competitions