CRM 1
CRM 1
CRM 1
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1. In CRM, which of the following products are included under Liability Layout?
5. In CRM, which of the duplicate leads are assigned to BM for his/ her approval? Asset
7. Which of these is/are part of CRM l e a d for PB&REH …All of the above
9. In CRM, w hi c h is k n o w n a s a s s e t s… Loans
12. In CRM, for asset products, which of the following roles is available..All of the above
13. If the customer walks with all the valid documents, the lead has to be created in which status? Doc collected
14. If the customer is interested and walks in the Branch with partial or no documents, the lead is generated in which
17. In CRM, user can create for Home Branch only False
18. In Q/R/C/F `Q` stands for Query
19. In CRM, which of the following products are included in liability layout..All of the above
21. In which of the following milestone can the BM approve a lead Approval
23. In CRM, for Liability product, which of the following roles is available.. ALL of the Above
L0818 (CAG)
1. What does EWS stand for... Early Warning Score
2. If source of lead is corporate Buzz, the leads go to corporate committee for approval and assignment, at this stage
4. In CRM, for CAG c u st o m er, w hi c h of th e foll o wi n g fi eld is n ot e dit a bl e u n d e r Key inf or m ati o n s y st e m ….CIF number
5. If the EWS score of an account above 37.5 and below 42.5 the colour code will be Amber
6. If the EWS score of an account above 42.5 the colour code will be Red
7. Once, the committee assigns the lead to respective corporate centres, the GM assigns to various AMTs for action
8. In CRM,for CAG customer, which of the following field is editable under about company section .. Key Strengh and
weakness
9. If the EWS score of an account below 37.5 the colour code will be Green
11. After the documentation stage, what will be the status code of lead.., doc collected
12. Whenever lead is is at status code Not Interested, AMT Rejection or Lead lost, it is mandatory for RMs to put
Note:-
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1. Which of the following is not a NRI housing loan product? NRI car loan scheme
2. In CRM to which role is Chief General Manager is attached to? Circle head
4. Select the option you need to select in CRM if a matching lead already exists in the records.
5. In CRM which of the following products are included under liability layout. All of the above
7. A duplicate lead created by the foreign office goes directly to the Branch Manager for approval False
9. Which status code is visible only after a de-dupe is fired and a duplicate lead is created. sent for approval
12. Which of the following currency is not valid for FCNB? SAR
13. In CRM, to which role the Regional Manager is mapped to? Region Head
14. During the manual creation of lead, if a customer has no/partial documents, then lead is saved in which of
15. Select the option you need to select in CRM if a matching lead already exists in the system?
17. In CRM, post approval, the status code of a duplicate lead will be approved
18. In case the lead is created by foreign office, the GNC marks a particular staus after which the lead then
gets assigned to the branch for further processing. Which is that status? interested
19. For NRI leads in CRM, which of the following the de-dupe combination will be used for the lead-to-lead
3. Which of the following parameters is not used for De-dupe check … Bank acct No
4. If a customer is interested and walks with partial or no documents, the lead is created in which status …
Contacted Lead
6. CIF generation and Account opening will be done in … Core banking system
7. If a customer walks in with all valid documents, the leads has to be created in which status. …
Document received
9. Which of the following are the channels through which the leads could be generated… All of the above
10. In CRM, which of the following are the mandatory field at Contacted lead status …
Both appointment date and time
14. Which of the following is not a part of automated creation of lead. Branch Walk in
15. Which of the following parameters is used for de- dupe check. All of the above
17. In case of eligible customers, for a loan above 5 crore, the details from CRM is sent to LLMS
18. Which of the following is not part of manual creation of lead…? Website
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L-824(Agri)
1. If a customer walks in with all the valid documents, the lead has to be created in which status... Docs Collected
2. During lead creation, a de-dupe rule is run before the lead is saved, to check if any duplicate lead already exists in
the system. True
4. In CRM, which of the following are mandatory fields at appointment fixed status
6. Once all the required information is filled, in CRM, the leads details is sent to … LOS(Agri)
8. In a loan proposal, if lead is not interested, the lead will be ..Closed in LOS system
9. Which of the following is not a valid purpose of Agri Loan … Purchase of agriculture land
10. If a loan proposal is not eligible, the application is … closed in the system
11. In case of guarantor, ther maximum number of guarantor details, that can be maintained in CRM is … 5
12. Which of the following is not a key challenge in the current system for agri loan ..
Limited provision to set follow ups
13. In CRM, which of the following process is run to check if the lead already exists in the system…. De- Dupe Check
14. Which of the following will be done in core Banking System … All of the above
15. In CRM, leads can be manually created or through integration of various systems/channel … True
17. In case of co-applicant, the maximum number of co- applicants details can be maintained in CRM is 5
20. In CRM, which of the following process is run to check, if the lead already exists in the system….De-Dupe check
Note:-
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