Date Name of Partner Branch/Channel Outcome/ Activity Est.

GWP/API
th
7 November 2022 1.I&M Bank Spring Valley Branch  Visited the Branch for an introduction and met the BM,  2M
2.I&M Bank Sarit Centre Branch Toral Sachdev.  1M
3. I&M Bank Cross roads Branch  Did a follow up on Branch training with Naume  200k
4. Consolidated Bank River Road  Engaged Justine, on a case he is pursuing.  400k
Branch  Visited the Branch and found out that the BSO was on  60k API
5. leave

8th November 2022 1.I&M Bank Panari Branch
2. Absa Bank Embakasi Branch.
3. I&M Bank South C Branch
4. I&M Bank Kenyatta Avenue
Branch
5. I&M Bank Biashara St Branch.
 Obtained leads from Seema, a customer service Executive  2M
 Did a follow up on a potential wealth builder prospect.  1M
 Engaged Fiona on a case she is pursuing  2M
 Engaged Mary, a DSE and requested her to introduce me to  5M
RMs in the branch.  1M
 Spoke to Benta the Branch operations Manager on
business support in terms of lead generation and referrals.

9th November 2022 1.Absa Bank TRM Branch  Engaged Christine and Lencer and agreed on Training  1M
2 I&M Bank Garden City Branch next week on Tuesday  500K
3. Absa Bank Ruaraka Branch  Spoke with the BM and requested him for  3M
4.I&M Bank Cross roads Branch leads/referrals  250K
 Trained Joseph on Endowment and sent him write ups
and calc.
 Did a wealth builder presentation to a prospective
client.

10th November 2022 1.I&M Bank Industrial Area  Engaged Margaret, a customer service Executive on  2M
Branch potential leads
 3M
2. I&M Bank Industrial Area  Engaged Carolyne followed up with her on a case she is  1M
 Branch
3.I&M Bank Lunga lunga Branch
4.I&M Bank Cross roads Branch
pursuing, and trained Jane on wealth builder  2M
 Held a conversation with Joel and requested him for
referrals.
 Mercy of Kenyatta Avenue has a potential prospect she
is pursuing.

11th November 2022 1. I&M Bank Village Market  Attended Branch training at Village Market Branch  500K
Branch  Visited the four branches with Teddy, doing orientation  2M
2. I&M Bank Cross roads and showing him how partner business is done.  1M.
Branch
3.Consolidated Bank
Harambee Avenue Branch.
4.Absa Bank Harambee
Avenue Branch
5.Absa Bank Queensway
Branch

Weekly Activity Report – Submitted Every Friday at 4pm.

Following Week Activity Plan
 Do a follow up on pending cases and issues
 To visit I&M Bank Spring Valley Branch for an introduction.