NTB-Cross Sell Progress Report

Level-1 Level-2 Level-3

Each CRO/RM-RE at the BM will review (Same Area Coordinator will

time of account opening consolidate the checklist
day\Next Day) the
will market the complete of all respective area
profile of the customer
range of BAFL IBG cross branches and present it to
sell products to each NTB and then compare it
AM for review on daily
customer and tick the with the checklist
basis.
relevant column

CRO/RM-RE will present BM will make a courtesy

the Account opening call to each NTB relation
form with the attached and take consent of the
checklist to customer about BAFL IBG
OM/Supervisor for Cross Sell Products and
review/authorization. will also market the un-
tabbed products
AM will review the
progress report and take
necessary actions
(Call/Visit to the customer)
if any product missed by
the branch and wil provide
assistance\guidance to
Branch.

OM/Supervisor will BM will record a follow

Area office will provide
review that all products up plan to strengthen
have been properly a consolidated soft copy
the relationship and to
to RBH for his review
pitched to each NTB further tab the cross
A/C on weekly basis Branch.
sell products

BM will convert the hard

copy into soft copy (on
attached consolidated
format) and will e-mail the
same to Area Co-
coordinators on daily basis
for Area Manager Review.
RBH office will provide
a consolidated copy on
attached format of
relevant areas to Group
office on weekly basis