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Relationship Managers

When your business grows, managing your client base is very easy. Setup your relationship manager (RM) in IPM and assign their code, branch and allocate client groups that they manage.

IPM allows tracking your business at branch and RM level. At the same time, allocation, de-allocation or branch associations are managed by just few clicks and reflect in the business reports.

Allocate or de-allocate client groups on a matter of a click

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Relationship Managers Features

  •  RM Master
  •  Track business contribution through branch and RM
  •  Allocate and de-allocate user groups on the fly
  •  Instant effect in client reports