EJADA Corporate Banking Relationship Officer 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.