RBL Bank

RBL_Bank_SVG_Logo
bandhan_r_logo
Federal_r_logo
Hdfc_life_r_logo
esaf_r_logo
au_small_bank_r_logo
kotak_r_logo
canara_r_logo
Idfc_r_logo
jana_r_logo
Induslnd_r_logo
Equitas_r_logo

Business Context

Bank wanted a lead onboarding platform to generate, capture and manage leads with inbuilt reporting and management, calendar appointment and activity tracking

Solution

Developed a Lead Management mobile application with auto-allocation and re-assignment of leads. Solution enabled lead-wise disposition update and geo-tagging of leads

Outcomes

  • 100000+ Leads Managed
  • Supervisor Dashboard and No Orphan Lead
  • 10 levels of hierarchy supported
  • Dynamic query analysis for user-defined data fetch
Scroll to Top
Kalki Yasas
Kalki Yasas Veeraraghava

President - Sales, BFSI-India

Yasas Kalki is the President of Sales – India. Having 25+ years of industry experience, he spent 12 years at Salesforce, achieving outstanding sales performance and building strong client relationships in the Enterprise business. He has also worked at Accenture, Infosys, GE Capital, Innoveer Solutions, and Sonata Software.