Branch Manager's Module

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Course content

Gold Loan
- Credit Policy 10 xp
  - Quiz
- Understanding Schemes 10 xp
  - Quiz
- Cash Handling Policy
- Onboarding New Customer 10 xp
  - Quiz
- Apply Customers KYC 10 xp
  - Quiz
- Balance Transfer (BT) 10 xp
  - Quiz
- Initiate a new loan application 10 xp
  - Quiz
- Uploading Packet Images
- Uploading Loan Documents
- Days Past Due (DPD) 10 xp
  - Quiz
- Non Performing Asset (NPA) 10 xp
  - Quiz
- Auction Policy 10 xp
  - Quiz
- Quick Pay 10 xp
  - Quiz
- Part Payment 10 xp
  - Quiz
- Part Release 10 xp
  - Quiz
- Full Release 10 xp
  - Quiz
- TopUp 10 xp
  - Quiz
- Renewal
- BM's Major Roles and responsibility
- IBCT
- TA & Petty Cash Policy
- IBCT

Onboarding New Customer

10 XP

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onboarding leads customer customer adding new customer

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Lets understand how to onboard new customer.

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1. Can the customer receive OTP via call?