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Lead Management (L0817)

1. In CRM, which of the following products are included under Liability Layout?

ALL OF THE ABOVE

2. How is customer intimated or updated in CRM? Both E mail and SMS

3. In CRM, for Liability product, which of the following roles is available.

All of the above

4. In CRM, Branch Manager can reassign already assigned Leads Yes

5. In CRM, which of the duplicate leads are assigned to BM for his/ her approval? Asset

6. In CRM, which of the following a r e m a n d at ory fi el d s at a p p oi nt m e nt fix e d st atu s…

Both Appointment date And time

7. Which of these is/are part of CRM l e a d for PB&REH …All of the above

8. Whic h of th e b e l o w is l e a d s o ur c e …Both (a) & (b)

9. In CRM, w hi c h is k n o w n a s a s s e t s… Loans

10. CRM stands for CUSTOMER RELATIONSHIP MANAGEMENT

11. Re mi n d e r s a n d e s c al ati o n s a r e a ut o m a t e d in CRM…Yes

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

status. Appointment fixed

15. Which of the following is not a lead rating Dead

. What is preferred branch .. Branch where lead is created

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

20. CRM application will be use by Both (a) & (c)

21. In which of the following milestone can the BM approve a lead Approval

22. In CRM, what is known as Liability .. All Deposits

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

what is the status code of the lead. Assignment by committee.

3. What does CLTV stands for...? Customer Life Time Value.

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

on the lead, the status code of the lead is ..Assigned by GM

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

10. What does RaDoc stands for..Risk and Return on capital

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

Remark for the lead. Yes

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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

3. Which of the following is not NRI Deposit Product? Resale-SBI Maxgain

4. Select the option you need to select in CRM if a matching lead already exists in the records.

Create a new lead and assign it for approval

5. In CRM which of the following products are included under liability layout. All of the above

6. FCNR(B) is accepted by bank in how many currencies? 6

7. A duplicate lead created by the foreign office goes directly to the Branch Manager for approval False

8. In CRM, Leads generated by external source system are Processed at GNC

9. Which status code is visible only after a de-dupe is fired and a duplicate lead is created. sent for approval

10. What does GNC stands for? Global NRI centre

11. In NRI car loan scheme a guarantor is required. YES

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

the following status? New Lead

15. Select the option you need to select in CRM if a matching lead already exists in the system?

create a new lead and assign it

16. Which of the following is not a NRI advances product? NRE(TDR/STDR)

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

de-dupe? passport no+product

20. Which of the status code is mandatory in the lead life cycle? docs collected

L-0819 the above hints

 L-823(SME)

1. Reminder and Escalations are automated in CRM … Yes

2. How is customer intimated or updated in CRM … Both Email and SMS

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

5. CRM stands for … Customer relationship Management

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

8. Which of the following is not part of manual creation of lead…? Website

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

11. Loan of what amount is processed in LOS-SME … upto Rs 5 crore

12. In case new to Bank customers, which of the following is correct?

First CIF is generated then Loan is processed.//

13. Loan of what amount is processed in LLMS. Above Rs 5 Cr

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

16. What is full form of LLMS Loan Lifecycle Management system

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

3. CRM stands for … Customer Relationship Management

4. In CRM, which of the following are mandatory fields at appointment fixed status

Both Appointment date and time

5. Which of the following is not a recognized channel ATM

6. Once all the required information is filled, in CRM, the leads details is sent to … LOS(Agri)

7. LOS is acronym for … Loan Originating System.

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

16. In CRM, the applicant is … Parent Lead

17. In case of co-applicant, the maximum number of co- applicants details can be maintained in CRM is 5

18. In CRM, co-applicant and guarantor is Child Lead

19. CRM has the ability to capture co-applicants/ guarantor/details. True

20. In CRM, which of the following process is run to check, if the lead already exists in the system….De-Dupe check

21. CIF no is mandatory for All of the above

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