https://store-images.s-microsoft.com/image/apps.40909.bee5b09a-8ff7-49f9-aac2-2abf270e74f7.f857c1e9-a0be-4b18-a2a1-2a595c3e7e4c.96c3b3a5-5a16-4187-a2c3-e4ae337a9a34

EJADA Corporate Banking Relationship Officer Kit

by Ejada Systems

EJADA Corporate Banking Relationship Officer Starter Kit

A light weight simple module that enables Corporate Banking Relationship Officers to track and record their call reports with the corporate customers they manage under their portfolio.

It also provides a simple Sales Pipeline Management module to capture and update the opportunities raised by the relationship officer.

Aside of the above, the solution includes a set of advanced prebuilt SSRS (SQL Server Reporting Services) reports that can be accessed by management to evaluate and monitor the relationship officers’ performance.

At a glance

https://store-images.s-microsoft.com/image/apps.28445.bee5b09a-8ff7-49f9-aac2-2abf270e74f7.f857c1e9-a0be-4b18-a2a1-2a595c3e7e4c.3aa8b634-ae51-476c-99a5-feff68ed8890
https://store-images.s-microsoft.com/image/apps.65220.bee5b09a-8ff7-49f9-aac2-2abf270e74f7.f857c1e9-a0be-4b18-a2a1-2a595c3e7e4c.a079691b-a779-4cd2-834a-a67a5743d390
https://store-images.s-microsoft.com/image/apps.58772.bee5b09a-8ff7-49f9-aac2-2abf270e74f7.f857c1e9-a0be-4b18-a2a1-2a595c3e7e4c.fc1fa91a-4b7d-4c02-8ec2-2612d19aa72d
https://store-images.s-microsoft.com/image/apps.51336.bee5b09a-8ff7-49f9-aac2-2abf270e74f7.f857c1e9-a0be-4b18-a2a1-2a595c3e7e4c.94225a7c-ed09-4090-bc0f-6c594432a909
https://store-images.s-microsoft.com/image/apps.57578.bee5b09a-8ff7-49f9-aac2-2abf270e74f7.f857c1e9-a0be-4b18-a2a1-2a595c3e7e4c.11c4d7b2-9e9e-46fb-83c2-8d2bcc438b95