YES Genie

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

• Customer

• Intelligent Search

• Lead

• Prospect

______ button in YES Genie helps RMs capture more details about the customer and build their overall profile.

• Connection

• Action

• Dashboard

• Profiler

___ Level data in YES Genie gives information on mapped RMs, customer information and their relationship with the bank.

• Profiler

• Connection

• MDM

• Action

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

________ is the total value of relationship, a customer is having with the bank.

• Complete Value

• End Value

• Gross Value

• Net Relationship Value

A snapshot of all product holdings of the customer can be found in the _______ tab of YES Genie.

• Leads

• Product

• NBA

• Portfolio

Which button in YES Genie contains family details of the customer?

• Action

• Profiler

• Connections

• Dashboard

Which of these options is not available under Action button in YES Genie?

• Create Lead

• Trade Profiler

• Lifestyle

• Create Service Request

Which of these is not a status of NBA items in YES Genie?

• Converted

• No Action taken

• Dismissed

• Finished

Rohit is an RM at XYZ Branch. His BM asked him to provide a list of MTD Not Contacted Customers. What does MTD not contacted customers mean?

• Customers who have not been contacted in the particular year

• Customers who have not been contacted in the particular quarter

• Customers who have not been contacted on that particular day

• Customers who have not been contacted in the particular month