Lead Details

<div>
<table cellspacing="0" rules="all" border="1" style="border-collapse:col

lapse;">
<tr>
<th scope="col">LEAD_NO</th><th scope="col">Designation<
/th><th scope="col">Business_Code</th><th scope="col">Lead_DCR</th><th scope="co
l">Date_in_dd</th><th scope="col">Date_in_mm</th><th scope="col">Date_in_yyyy</t
h><th scope="col">Activity</th><th scope="col">Activity_Details</th><th scope="c
ol">Customer_Banker_Name</th><th scope="col">Customer_Address</th><th scope="col
">Customer_City</th><th scope="col">Customer_PinCode</th><th scope="col">Custome
r_LandlineNo</th><th scope="col">Customer_MobNo</th><th scope="col">Customer_Ban
k_Account_No</th><th scope="col">Customer_Type</th><th scope="col">Customer_Cate
gory</th><th scope="col">Loan_Category</th><th scope="col">Lead_Status</th><th s
cope="col">Remarks</th><th scope="col">Product_Recommended</th><th scope="col">E
xpected_Value</th><th scope="col">EPI_Collected</th><th scope="col">Application_
No</th><th scope="col">LG_Name</th><th scope="col">LG_Code</th><th scope="col">L
G_Contact_No</th><th scope="col">Sales Unit Code/ Branch Code</th><th scope="col
">Branch_Name</th><th scope="col">Bank_Name</th><th scope="col">LH_Code</th><th
scope="col">LH_Name</th><th scope="col">AH_TH_Name</th><th scope="col">RH_Name</
th><th scope="col">SUD_Region</th><th scope="col">AM_ISO_Name</th><th scope="col
">Receipt Date</th><th scope="col">Followup_Date</th><th scope="col">UpdatedReso
l_Provided</th><th scope="col">CallResolver_Code</th><th scope="col">CallResolve
r</th><th scope="col">CallResolver_Designation</th>
</tr><tr>
<td style="mso-number-format:\@">069675</td><td> </
td><td> </td><td>Daily Call Report</td><td>17</td><td> </td><td>
</td><td>Lead from Bank</td><td>NB - Followup</td><td>Meganathan</td><td>ramanat
hapurm</td><td>Ramanathapuram</td><td>623501</td><td> </td><td> </td><
td> </td><td>Existing</td><td>Liability</td><td> </td><td>Not Interest
ed</td><td> </td><td>Elite Assure Plan</td><td>150000</td><td>0</td><td>&nb
sp;</td><td>Thirumoorthy</td><td>161960</td><td> </td><td>8156</td><td>&nbs
p;</td><td> </td><td> </td><td> </td><td> </td><td> </t
d><td> </td><td> </td><td> </td><td> </td><td> (Mar 31 2014
12:38PM) not intrested</td><td> </td><td>Ram Kumar Dewangan</td><td>AM<
/td>
</tr><tr>
td><td> </td><td>Lead</td><td>24</td><td> </td><td> </td><td>Walk
in Customers at Branch</td><td>Lead Followup</td><td>Vinayak Bapey</td><td>pune
</td><td>pune</td><td>411030</td><td>02024539026</td><td>9422085688</td><td>&nbs
p;</td><td>Existing</td><td>Asset</td><td> </td><td>Not Interested</td><td>
</td><td>Bright Child</td><td> </td><td>25000</td><td> </td><td>
</td><td> </td><td> </td><td>536008</td><td> </td><td>&nbsp
;</td><td> </td><td> </td><td> </td><td> </td><td> </td
><td> </td><td> </td><td> </td><td> (Apr 1 2014 2:24PM) work in
progress, (Apr 1 2014 2:25PM) work in progress, (Apr 2 2014 11:38PM) not int
erested</td><td> </td><td>Krishna Kumar Shukla</td><td>AM</td>
</tr><tr>
</td><td>Walk in Customers at Branch</td><td>NB - Followup</td><td>arjun kumar</
td><td>saidpur</td><td>ghazipur</td><td>233306</td><td> </td><td>9919182528
</td><td> </td><td>New</td><td>Liability</td><td> </td><td>Not Interes
ted</td><td> </td><td>Elite Assure Plan</td><td>150000</td><td>0</td><td>&n
bsp;</td><td> </td><td> </td><td> </td><td>535761</td><td> <
/td><td> </td><td> </td><td> </td><td> </td><td> </td><
td> </td><td> </td><td> </td><td> </td><td> (Mar 31 2014 5:
23PM) CUSTOMER IS NOT INTERESTED TO ANY POLICY</td><td> </td><td>Shyam
Singh</td><td>AM</td>
</tr><tr>
</td><td>Lead from Bank</td><td>NB - Followup</td><td>Ragu</td><td>Ramanathapura
m</td><td>Ramanathapuram</td><td>623501</td><td> </td><td>9047020781</td><t
d>201907307</td><td>Existing</td><td>Asset</td><td> </td><td>Not Interested
</td><td> </td><td>Guaranteed Money Back Plan</td><td>50000</td><td>0</td><
td> </td><td>Prakash</td><td>80014400</td><td>9843651654</td><td>535702</td
><td> </td><td> </td><td> </td><td> </td><td> </td><td>
</td><td> </td><td> </td><td> </td><td> </td><td> (Apr
1 2014 1:51PM) work progress, (Apr 4 2014 3:18PM) not interested</td><td>&a
mp;nbsp;</td><td>Girish Udaybhanu Walvekar</td><td>AM</td>
</tr><tr>
</td><td>Lead from Bank</td><td>Product Update</td><td>RAGU</td><td>Ramanathapur
am</td><td>Ramanathapuram</td><td>623501</td><td> </td><td>9047020781</td><
td>201907307</td><td>Existing</td><td>Asset</td><td> </td><td>Not Intereste
d</td><td> </td><td>Guaranteed Money Back Plan</td><td>50000</td><td>0</td>
<td> </td><td>PRAKASH</td><td>80014400</td><td>9843651654</td><td>535702</t
d><td> </td><td> </td><td> </td><td> </td><td> </td><td
> </td><td> </td><td> </td><td> </td><td> </td><td> (Ap
r 4 2014 3:19PM) not interested</td><td> </td><td>Girish Udaybhanu Wa
lvekar</td><td>AM</td>
</tr><tr>
</td><td>Walk in Customers at Branch</td><td>NB - Followup</td><td>SEAKAR</td><t
d>Ramanathapuram</td><td>Ramanathapuram</td><td>623501</td><td> </td><td>73
73452007</td><td>20007244</td><td>Existing</td><td>Liability</td><td> </td>
<td>Not Interested</td><td>NA</td><td>Guaranteed Money Back Plan</td><td>25000</
td><td>0</td><td> </td><td>PRAKASH</td><td>80014400</td><td>9843651654</td>
<td>535702</td><td> </td><td> </td><td> </td><td> </td><td>&
nbsp;</td><td> </td><td> </td><td> </td><td> </td><td>
</td><td> (Apr 1 2014 1:52PM) work in progress, (Apr 4 2014 3:19PM) not inte
rested</td><td> </td><td>Girish Udaybhanu Walvekar</td><td>AM</td>
</tr><tr>
</td><td>Meeting with Customer</td><td>Activity Planning</td><td>RASU</td><td>NA
MPUTHALAI</td><td>NAMPUTHALAI</td><td>623403</td><td> </td><td>9600591194</
td><td> </td><td>Existing</td><td>Liability</td><td> </td><td>Not Inte
rested</td><td> </td><td>Elite Assure Plan</td><td>100000</td><td>0</td><td
> </td><td>PRAKASH</td><td>80014400</td><td>984361654</td><td>533599</td><t
d> </td><td> </td><td> </td><td> </td><td> </td><td>&nb
sp;</td><td> </td><td> </td><td> </td><td> </td><td> (Apr 1
2014 1:53PM) not interested</td><td> </td><td>Anuj Srivastava</td><td
>AM</td>
</tr><tr>
td><td> </td><td>Lead</td><td>22</td><td>3</td><td>2014</td><td>Walk-in Cus
tomers</td><td>Lead Followup</td><td>bawane sir</td><td>hingana</td><td>hingana<
/td><td>441110</td><td> </td><td>9423412148</td><td> </td><td>Existing
</td><td>Asset</td><td>Overdraft (OD)</td><td>Not Interested</td><td> </td>
<td> </td><td> </td><td>0</td><td> </td><td> </td><td>
</td><td> </td><td>44388</td><td>Hingna - Adegaon</td><td>UBI</td><td>&nbsp
;</td><td> </td><td> </td><td> </td><td>Nagpur</td><td> </td
><td>22/03/2014</td><td> </td><td> (Apr 1 2014 2:23PM) work in progress,
(Apr 3 2014 3:17PM) NI</td><td> </td><td>Rajesh Brahmbhatt</td><td>AM
</td>
</tr><tr>
<td style="mso-number-format:\@">191195</td><td>AM</td><
td>80004091</td><td>Lead</td><td>1</td><td>4</td><td>2014</td><td>Lead from Bank
</td><td>Lead Followup</td><td>Brenda dmello</td><td>porvorim</td><td>goa</td><t
d>403521</td><td> </td><td> </td><td> </td><td>Existing</td><td>L
iability</td><td>Savings Deposit</td><td>Work in Progress</td><td> </td><td
>SUD Life Bright Child</td><td> </td><td> </td><td> </td><td>&nbs
p;</td><td> </td><td> </td><td>01008</td><td>Porvorim</td><td>BOI</td>
<td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>M
anish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>01/04/2014</td><td>&n
bsp;</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>Lead Followup</td><td>minguel alvares</td><td>porvorim</td><td>goa</td>
<td>403521</td><td> </td><td> </td><td> </td><td>Existing</td><td
>Liability</td><td>Fixed Deposit</td><td>Work in Progress</td><td> </td><td
>SUD Life Bright Child</td><td> </td><td> </td><td> </td><td>&nbs
p;</td><td> </td><td> </td><td>01008</td><td>Porvorim</td><td>BOI</td>
<td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>M
anish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>01/04/2014</td><td>&n
bsp;</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>NB - Followup</td><td>Ratna arav</td><td>taleigao</td><td>goa</td><td>4
03103</td><td> </td><td> </td><td> </td><td>Existing</td><td>Asse
t</td><td>Home Loan</td><td>Work in Progress</td><td> </td><td>SUD Life Loa
n Suraksha Plan (Home Loan)</td><td>80307</td><td> </td><td> </td><td>
</td><td> </td><td> </td><td>01012</td><td>Taleigao</td><td>BOI<
/td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><
td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>02/04/2014</td><t
d> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>NB - Followup</td><td>raj kumar</td><td>taleigao</td><td>goa</td><td>40
3102</td><td> </td><td> </td><td> </td><td>Existing</td><td>Asset
</td><td>Home Loan</td><td>Work in Progress</td><td> </td><td>SUD Life Loan
Suraksha Plan (Home Loan)</td><td> </td><td> </td><td> </td><td>
</td><td> </td><td> </td><td>01012</td><td>Taleigao</td><td>BOI<
td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>02/04/2014</td><t
d> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>NB - Followup</td><td>nagraju</td><td>taleigao</td><td>taleigao</td><td
>403102</td><td> </td><td> </td><td> </td><td>New</td><td>Asset</
td><td>Home Loan</td><td>Work in Progress</td><td> </td><td>SUD Life Loan S
uraksha Plan (Home Loan)</td><td> </td><td> </td><td> </td><td>&n
bsp;</td><td> </td><td> </td><td>01012</td><td>Taleigao</td><td>BOI</t
d><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td
>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>02/04/2014</td><td>
</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>Lead Followup</td><td>JUATIN ALVARES</td><td>PORVORIM</td><td>GOA</td><
td>40521</td><td> </td><td> </td><td> </td><td>Existing</td><td>L
iability</td><td>Select...</td><td>Work in Progress</td><td> </td><td>SUD L
ife Bright Child</td><td> </td><td> </td><td> </td><td> </td

><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</td><td
>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Mani
sh Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>03/04/2014</td><td>&nbsp
;</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>NB - Followup</td><td>SIMARAN NAIK</td><td>MAPUSA</td><td>GOA</td><td>
403501</td><td> </td><td> </td><td> </td><td>Existing</td><td>Lia
bility</td><td>Savings Deposit</td><td>Work in Progress</td><td> </td><td>S
UD Life Guaranteed Money Back Plan</td><td> </td><td> </td><td> <
/td><td> </td><td> </td><td> </td><td>01005</td><td>Mapuca</td><t
d>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado
</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>04/04/2014<
/td><td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>NB - Followup</td><td>SIMARAN NAIK</td><td>MAPUSA</td><td>GOA</td><td>
403501</td><td> </td><td> </td><td> </td><td>Existing</td><td>Lia
bility</td><td>Savings Deposit</td><td>Work in Progress</td><td> </td><td>S
/td><td> </td><td> </td><td> </td><td>01005</td><td>Mapuca</td><t
d>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado
</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>04/04/2014<
/td><td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>NB - Followup</td><td>ARJAN DEV BRAR</td><td>PORVORIM</td><td>GOA</td><
td>403521</td><td> </td><td> </td><td> </td><td>New</td><td>Liabi
lity</td><td>Fixed Deposit</td><td>Converted</td><td> </td><td> </td><
td>100000</td><td>100000</td><td>31919011</td><td> </td><td> </td><td>
</td><td>01008</td><td>Porvorim</td><td>BOI</td><td>80015125</td><td>AH Di
rect William Furtado</td><td>William Furtado</td><td>Manish Kumar Sinha</td><td>
Pune</td><td>Sonali Naik</td><td>05/04/2014</td><td> </td><td> </td><t
d> </td><td> </td><td> </td>
</tr><tr>
td>80004091</td><td>Daily Call Report</td><td>7</td><td>4</td><td>2014</td><td>O
thers (to be updated in Remarks)</td><td>Others</td><td>JONATHAN</td><td>VELIM</
td><td>GOA</td><td>403712</td><td> </td><td> </td><td> </td><td>E
xisting</td><td> </td><td> </td><td> </td><td>SURRENDER SENT</td>
<td> </td><td> </td><td> </td><td>00208889</td><td> </td><td
> </td><td> </td><td>01005</td><td>Mapuca</td><td>BOI</td><td>80015125
</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Manish Kumar
Sinha</td><td>Pune</td><td>Sonali Naik</td><td>07/04/2014</td><td> </td><td
> </td><td> </td><td> </td><td> </td>
</tr><tr>
</td><td>Lead Followup</td><td>TONY FERNANDES</td><td>PANAJI</td><td>GOA</td><td
>403102</td><td> </td><td> </td><td> </td><td>Existing</td><td>Li
ability</td><td>Fixed Deposit</td><td>Work in Progress</td><td> </td><td>SU
D Life Guaranteed Money Back Plan</td><td> </td><td> </td><td> </
td><td> </td><td> </td><td> </td><td>01029</td><td>Patto Plaza</t
d><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Fur
tado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>08/04/2
014</td><td> </td><td> </td><td> </td><td> </td><td> </
td>
</tr><tr>
td>80004091</td><td>Lead</td><td>9</td><td>4</td><td>2014</td><td>Walk-in Custom
ers</td><td>NB - Followup</td><td>ABIT PARSEKAR</td><td>PATTO</td><td>GOA</td><t
d>403102</td><td> </td><td> </td><td> </td><td>Existing</td><td>&
nbsp;</td><td> </td><td> </td><td> </td><td> </td><td>
</td><td> </td><td> </td><td> </td><td> </td><td> </td>
<td>01008</td><td>Porvorim</td><td>BOI</td><td>80015125</td><td>AH Direct Willia
m Furtado</td><td>William Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><t
d>Sonali Naik</td><td>09/04/2014</td><td> </td><td> </td><td> </t
d><td> </td><td> </td>
</tr><tr>
td>80004091</td><td>Lead</td><td>15</td><td>4</td><td>2014</td><td>Lead from Ban
k</td><td>NB - Followup</td><td>elvis dmelo</td><td>candolim</td><td>goa</td><td
>403108</td><td> </td><td> </td><td> </td><td>New</td><td>Liabili
ty</td><td>Fixed Deposit</td><td>Work in Progress</td><td> </td><td>SUD Lif
e Bright Child</td><td> </td><td> </td><td> </td><td> </td><
td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</td><td>8
0015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Manish
Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>15/04/2014</td><td> <
/td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
k</td><td>NB - Followup</td><td>lucy silveria</td><td>candolim</td><td>goa</td><
td>403108</td><td> </td><td> </td><td> </td><td>New</td><td>Liabi
lity</td><td>Fixed Deposit</td><td>Work in Progress</td><td> </td><td>SUD L
ife Bright Child</td><td>30000</td><td> </td><td> </td><td> </td>
<td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</td><td>
80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Manis
h Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>15/04/2014</td><td>
</tr><tr>
td><td> </td><td>Lead</td><td>3</td><td>4</td><td>2014</td><td>Lead from Ba
nk</td><td>Lead Followup</td><td>subhashchandra</td><td>akrund</td><td>akrund</t
d><td>383260</td><td> </td><td>9558794439</td><td> </td><td>New</td><t
d>Liability</td><td>Savings Deposit</td><td>Lost to Competition</td><td> </
td><td> </td><td>9000</td><td>0</td><td> </td><td> </td><td>&nbsp
;</td><td> </td><td>38531</td><td>Akrund</td><td>UBI</td><td> </td><td
> </td><td> </td><td> </td><td>Ahmedabad</td><td> </td><td>0
3/04/2014</td><td> </td><td> (Apr 21 2014 5:16PM) cus is not interested, (
Apr 21 2014 5:17PM) cus is not interested</td><td> </td><td>Neha Rani<
/td><td>AM</td>
</tr><tr>
td>80004091</td><td>Daily Call Report</td><td>16</td><td>4</td><td>2014</td><td>
Others (to be updated in Remarks)</td><td>Others</td><td>mahanand asnodkar</td><
td>porvorim</td><td>goa</td><td>403521</td><td> </td><td> </td><td>&nb
sp;</td><td>Existing</td><td> </td><td> </td><td> </td><td>maturi
ty claim sent for processing</td><td> </td><td> </td><td> </td><t
d> </td><td> </td><td> </td><td> </td><td>01008</td><td>Porv
orim</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>Will
iam Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>
16/04/2014</td><td> </td><td> </td><td> </td><td> </td><td>&
nbsp;</td>
</tr><tr>
<td style="mso-number-format:\@">208858</td><td>AM/ISO</
td><td>80004091</td><td>lead</td><td>17</td><td>4</td><td>2014</td><td>Walk in C
ustomers at Branch</td><td>NB - Followup</td><td>vishvesh mandrrekar</td><td>por
vorrm</td><td>goa</td><td>403521</td><td> </td><td> </td><td> </t
d><td>New</td><td>Liability</td><td>Fixed Deposit</td><td>Work in Progress </td>
<td> </td><td>SUD Life Guaranteed Money Back Plan</td><td> </td><td>&n
bsp;</td><td> </td><td> </td><td> </td><td> </td><td>1008</t
d><td>Porvorim</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</t
d><td>William Furtado</td><td>Manish Kumar Sinha</td><td>Pune 008</td><td>Sonali
Naik</td><td>17/04/2014</td><td>25/04/2014</td><td> </td><td> </td><t
d> </td><td> </td>
</tr><tr>
td><td>80004091</td><td>Daily Call Report</td><td>17</td><td>4</td><td>2014</td>
<td>Walk in Customers at Branch</td><td>Others</td><td>Ashok haldar singh</td><t
d>panjim</td><td>goa</td><td>403001</td><td> </td><td> </td><td>
</td><td>Existing </td><td>Liability</td><td> </td><td> </td><td>surre
nder collected and sent to ratnagiri</td><td> </td><td> </td><td>&nbsp
;</td><td> </td><td> </td><td> </td><td> </td><td>532495</td
><td>Panaji (Goa)</td><td>UBI</td><td>80015125</td><td>AH Direct William Furtado
</td><td>William Furtado</td><td>Manish Kumar Sinha</td><td>Pune 008</td><td>Son
ali Naik</td><td>17/04/2014</td><td> </td><td> </td><td> </td><td
> </td><td> </td>
</tr><tr>
td><td>80004091</td><td>Lead</td><td>17</td><td>4</td><td>2014</td><td>Lead from
Bank</td><td>Lead Followup</td><td>manuel fernandes</td><td>panjim</td><td>goa<
/td><td>403001</td><td> </td><td> </td><td> </td><td>New</td><td>
Liability</td><td>Savings Deposit</td><td>Work in Progress </td><td> </td><
td> </td><td> </td><td> </td><td> </td><td> </td><td>&n
bsp;</td><td> </td><td>532495</td><td>Panaji (Goa)</td><td>UBI</td><td>8001
5125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Manish Ku
mar Sinha</td><td>Pune 008</td><td>Sonali Naik</td><td>17/04/2014</td><td>24/04/
2014</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
<td>Others</td><td>Renewal followup</td><td>shivaji sutar</td><td>porvorim</td><
td>goa</td><td>403521</td><td> </td><td> </td><td>100810110004785</td>
<td>Existing </td><td>Liability</td><td> </td><td>Work in Progress </td><td
>will pay in 2 days renewal</td><td> </td><td> </td><td> </td><td
> </td><td> </td><td> </td><td> </td><td>1008</td><td>Porvor
im</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>Willia
m Furtado</td><td>Manish Kumar Sinha</td><td>Pune 008</td><td>Sonali Naik</td><t
d>18/04/2014</td><td> </td><td> </td><td> </td><td> </td><td
> </td>
</tr><tr>
<td>Others</td><td>Renewal followup</td><td>prasad sutar</td><td>porvorim</td><t
d>goa</td><td>403521</td><td> </td><td> </td><td>100810110002732</td><
td>Existing </td><td> </td><td> </td><td> </td><td>will pay in 2
days renewal</td><td> </td><td> </td><td> </td><td> </td><td
> </td><td> </td><td> </td><td>1008</td><td>Porvorim</td><td>BOI<
td>Manish Kumar Sinha</td><td>Pune 008</td><td>Sonali Naik</td><td>18/04/2014</t
d><td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
td><td>80004091</td><td>lead</td><td>18</td><td>4</td><td>2014</td><td>Lead from
Bank</td><td>NB - Followup</td><td>vijay siwach</td><td>porvorim</td><td>goa</t
d><td>403521</td><td> </td><td> </td><td> </td><td>New</td><td>Li
ability</td><td>Savings Deposit</td><td>Work in Progress </td><td> </td><td
>SUD Life Guaranteed Money Back Plan</td><td> </td><td> </td><td>&nbsp
;</td><td> </td><td> </td><td> </td><td>1008</td><td>Porvorim</td
><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furt
ado</td><td>Manish Kumar Sinha</td><td>Pune 008</td><td>Sonali Naik</td><td>18/0
4/2014</td><td>28/04/2014</td><td> </td><td> </td><td> </td><td>&
nbsp;</td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>vijay bhai padiyar</td>
<td>st. inez</td><td>goa</td><td>403001</td><td> </td><td> </td><td>&n
bsp;</td><td>Existing</td><td> </td><td> </td><td> </td><td>given
duplicate policy bond</td><td> </td><td> </td><td> </td><td>&nbs
p;</td><td> </td><td> </td><td> </td><td>01029</td><td>Patto Plaz
a</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William
Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>19/
04/2014</td><td> </td><td> </td><td> </td><td> </td><td>&nbs
p;</td>
</tr><tr>
k</td><td>NB - Followup</td><td>ranjit Phalgaonkar</td><td>porvorim</td><td>goa<
/td><td>403521</td><td> </td><td> </td><td> </td><td>Existing</td
><td>Liability</td><td>Savings Deposit</td><td>Work in Progress</td><td> </
td><td>SUD Life Guaranteed Money Back Plan</td><td> </td><td> </td><td
> </td><td>jeniffer veigas</td><td> </td><td> </td><td>01008</td>
<td>Porvorim</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td>
<td>William Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik<
/td><td>19/04/2014</td><td> </td><td> </td><td> </td><td> </
td><td> </td>
</tr><tr>
k</td><td>NB - Followup</td><td>Ashutosh naik</td><td>near casino motel</td><td>
porvorim</td><td>403521</td><td> </td><td>9923487349</td><td> </td><td
>Existing</td><td>Liability</td><td>Savings Deposit</td><td>Work in Progress</td
><td> </td><td>SUD Life Guaranteed Money Back Plan</td><td> </td><td>&
nbsp;</td><td> </td><td> </td><td> </td><td> </td><td>01008<
/td><td>Porvorim</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado<
/td><td>William Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali N
aik</td><td>21/04/2014</td><td> </td><td> </td><td> </td><td>&nbs
p;</td><td> </td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>neeta volvoikar</td><td
>porvorim</td><td>goa</td><td>403521</td><td> </td><td> </td><td>&nbsp
;</td><td>Existing</td><td> </td><td> </td><td> </td><td>enquiry
on insurance products</td><td> </td><td> </td><td> </td><td>&nbsp
;</td><td> </td><td> </td><td> </td><td>01008</td><td>Porvorim</t
d><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Fur
tado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>21/04/2
014</td><td> </td><td> </td><td> </td><td> </td><td> </
td>
</tr><tr>
k</td><td>NB - Followup</td><td>suresh naik</td><td>panjim</td><td>goa</td><td>4
03001</td><td> </td><td> </td><td> </td><td>New</td><td>Liability
</td><td>Savings Deposit</td><td>Work in Progress</td><td> </td><td>SUD Lif
e Premier Protection Plan</td><td>9825</td><td> </td><td> </td><td>&nb
sp;</td><td> </td><td> </td><td>01012</td><td>Taleigao</td><td>BOI</td
><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>
Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>21/04/2014</td><td>&
nbsp;</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>mustak khatib</td><td>p
anjim</td><td>goa</td><td>403001</td><td> </td><td> </td><td> </t
d><td>Existing</td><td> </td><td> </td><td> </td><td>renewal foll
ow up</td><td> </td><td> </td><td> </td><td> </td><td>
</td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</td
><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>
Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>22/04/2014</td><td>&
nbsp;</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
td>80004091</td><td>Lead</td><td>22</td><td>4</td><td>2014</td><td>Walk-in Custo
mers</td><td>NB - Followup</td><td>rajesh cabral</td><td>panjim</td><td>goa</td>
<td>403001</td><td> </td><td> </td><td> </td><td>Existing</td><td
>Liability</td><td>Savings Deposit</td><td>Work in Progress</td><td> </td><
td>SUD Life Guaranteed Money Back Plan</td><td> </td><td> </td><td>&nb
sp;</td><td> </td><td> </td><td> </td><td>01029</td><td>Patto Pla
za</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>Willia
m Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>22
/04/2014</td><td> </td><td> </td><td> </td><td> </td><td>&nb
sp;</td>
</tr><tr>
mers</td><td>NB - Followup</td><td>oswald fernandes</td><td>panjim</td><td>goa</
td><td>403001</td><td> </td><td> </td><td> </td><td>Existing</td>
<td>Liability</td><td>Savings Deposit</td><td>Work in Progress</td><td> </t
> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</td><td>800
15125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Manish K
umar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>22/04/2014</td><td> </t
d><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>jose silvera</td><td>ca
ndolim</td><td>goa</td><td>403705</td><td> </td><td> </td><td> </
td><td>Existing</td><td> </td><td> </td><td> </td><td>renewal fol
low up</td><td> </td><td> </td><td> </td><td> </td><td>&nbsp
;</td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</t
d><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td
>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>23/04/2014</td><td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>francisco</td><td>cando
lim</td><td>goa</td><td>403705</td><td> </td><td> </td><td> </td>
<td>Existing</td><td> </td><td> </td><td> </td><td>renewal follow
up</td><td> </td><td> </td><td> </td><td> </td><td> </
td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</td><
td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Ma

nish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>23/04/2014</td><td>&nb
sp;</td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
td>80004091</td><td>Lead</td><td>23</td><td>4</td><td>2014</td><td>Others (to be
updated in Remarks)</td><td>Others</td><td>venkata A C</td><td>panjim</td><td>g
oa</td><td>403001</td><td> </td><td> </td><td> </td><td>Existing<
/td><td> </td><td> </td><td> </td><td> </td><td>SUD Life Loa
n Suraksha Plan (Home Loan)</td><td>83284</td><td> </td><td> </td><td>
</td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>B
OI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</t
d><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>23/04/2014</td
><td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
mers</td><td>NB - Followup</td><td>suraj</td><td>panjim</td><td>goa</td><td>4030
01</td><td> </td><td> </td><td> </td><td>Existing</td><td>Liabili
ty</td><td>Savings Deposit</td><td>Work in Progress</td><td> </td><td>SUD L
ife Guaranteed Money Back Plan</td><td> </td><td> </td><td> </td>
<td> </td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><
td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtad
o</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>23/04/2014
</td><td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>Eldrich mendes</td><td>
kalangute</td><td>goa</td><td>403705</td><td> </td><td> </td><td>&nbsp
;</td><td>Existing</td><td> </td><td> </td><td> </td><td>renewal
follow up</td><td> </td><td> </td><td> </td><td> </td><td>&n
bsp;</td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI
</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td>
<td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>24/04/2014</td><
td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>Edwin mendes</td><td>ka
langute</td><td>goa</td><td>403705</td><td> </td><td> </td><td> <
/td><td>Existing</td><td> </td><td> </td><td> </td><td>renewal fo
llow up</td><td> </td><td> </td><td> </td><td> </td><td>&nbs
p;</td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td>BOI</
td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><t
d>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>24/04/2014</td><td
> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
mers</td><td>NB - Followup</td><td>sushant mahale</td><td>panaji</td><td>goa</td
><td>403001</td><td> </td><td> </td><td> </td><td>New</td><td>Ass
et</td><td>Home Loan</td><td>Work in Progress</td><td> </td><td>SUD Life Lo
an Suraksha Plan (Home Loan)</td><td> </td><td> </td><td> </td><t
d> </td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td
>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado<
/td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>24/04/2014</
td><td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>

k</td><td>NB - Followup</td><td>Eric savio</td><td>panaji</td><td>goa</td><td>40
3001</td><td> </td><td> </td><td> </td><td>Existing</td><td>Asset
</td><td>Education Loan</td><td>Work in Progress</td><td> </td><td>SUD Life
Loan Suraksha Plan (Others like Personal Loan etc.)</td><td>32000</td><td>&nbsp
;</td><td> </td><td> </td><td> </td><td> </td><td>01032</td>
<td>Panaji Hub</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</t
d><td>William Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Nai
k</td><td>24/04/2014</td><td> </td><td> </td><td> </td><td>
</td><td> </td>
</tr><tr>
k</td><td>NB - Followup</td><td>sadhana shetye</td><td>panjim</td><td>goa</td><t
d>403001</td><td> </td><td> </td><td> </td><td>Existing</td><td>A
sset</td><td>Home Loan</td><td>Work in Progress</td><td> </td><td> </t
> </td><td>01029</td><td>Patto Plaza</td><td>BOI</td><td>80015125</td><td>A
H Direct William Furtado</td><td>William Furtado</td><td>Manish Kumar Sinha</td>
<td>Pune</td><td>Sonali Naik</td><td>25/04/2014</td><td> </td><td> </t
d><td> </td><td> </td><td> </td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>sayed ahmed</td><td>pan
aji</td><td>goa</td><td>403001</td><td> </td><td> </td><td> </td>
<td>Existing</td><td> </td><td> </td><td> </td><td>insurance enqu
iry</td><td>SUD Life Premier Protection Plan</td><td> </td><td> </td><
td> </td><td> </td><td> </td><td> </td><td>01029</td><td>Pat
to Plaza</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>
William Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td>
<td>25/04/2014</td><td> </td><td> </td><td> </td><td> </td><
td> </td>
</tr><tr>
mers</td><td>NB - Followup</td><td>gurudas parwarkar</td><td>panaji</td><td>goa<
/td><td>403001</td><td> </td><td> </td><td> </td><td>New</td><td>
Liability</td><td>Fixed Deposit</td><td>Work in Progress</td><td> </td><td>
SUD Life Guaranteed Money Back Plan</td><td> </td><td> </td><td>
</td><td> </td><td> </td><td> </td><td>01029</td><td>Patto Plaza<
/td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William F
urtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>25/04
/2014</td><td> </td><td> </td><td> </td><td> </td><td>
</td>
</tr><tr>
k</td><td>NB - Followup</td><td>snehalata kumbhar</td><td>mapusa</td><td>goa</td
><td>403501</td><td> </td><td> </td><td> </td><td>Existing</td><t
d>Liability</td><td>Fixed Deposit</td><td>Not Interested</td><td> </td><td>
</td><td> </td><td> </td><td> </td><td> </td><td>&nbsp
;</td><td> </td><td>01005</td><td>Mapuca</td><td>BOI</td><td>80015125</td><
td>AH Direct William Furtado</td><td>William Furtado</td><td>Manish Kumar Sinha<
/td><td>Pune</td><td>Sonali Naik</td><td>26/04/2014</td><td> </td><td>&nbsp
;</td><td> </td><td> </td><td> </td>
</tr><tr>
k</td><td>NB - Followup</td><td>brono fernandes</td><td>porvorim</td><td>goa</td
><td>403521</td><td> </td><td> </td><td> </td><td>Existing</td><t
d>Liability</td><td>Savings Deposit</td><td>Work in Progress</td><td> </td>
<td>SUD Life Guaranteed Money Back Plan</td><td> </td><td> </td><td>&n
bsp;</td><td> </td><td> </td><td> </td><td>01008</td><td>Porvorim
</td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William
Furtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>26/0
4/2014</td><td> </td><td> </td><td> </td><td> </td><td>&nbsp
;</td>
</tr><tr>
Others (to be updated in Remarks)</td><td>Others</td><td>denzil cony fernandes</
td><td>panaji</td><td>goa</td><td>403001</td><td> </td><td> </td><td>&
nbsp;</td><td>Existing</td><td> </td><td> </td><td> </td><td>rene
wal collected</td><td> </td><td> </td><td> </td><td> </td><t
d> </td><td> </td><td> </td><td>01029</td><td>Patto Plaza</td><td
>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado<
/td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>28/04/2014</
td><td> </td><td> </td><td> </td><td> </td><td> </td>
</tr><tr>
k</td><td>NB - Followup</td><td>wilson desouza</td><td>panaji</td><td>goa</td><t
d>403001</td><td> </td><td> </td><td> </td><td>Existing</td><td>L
iability</td><td>Fixed Deposit</td><td>Work in Progress</td><td> </td><td>S
/td><td> </td><td> </td><td> </td><td>01029</td><td>Patto Plaza</
td><td>BOI</td><td>80015125</td><td>AH Direct William Furtado</td><td>William Fu
rtado</td><td>Manish Kumar Sinha</td><td>Pune</td><td>Sonali Naik</td><td>28/04/
2014</td><td> </td><td> </td><td> </td><td> </td><td> <
/td>
</tr>
</table>
</div>

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ife Bright Child</td><td> </td><td> </td><td> </td><td> </td

td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Ma

td>80004091</td><td>Lead</td><td>24</td><td>4</td><td>2014</td><td>Lead from Ban

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ife Bright Child</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td

td>80015125</td><td>AH Direct William Furtado</td><td>William Furtado</td><td>Ma

td>80004091</td><td>Lead</td><td>24</td><td>4</td><td>2014</td><td>Lead from Ban

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ife Bright Child</td><td> </td><td> </td><td> </td><td> </td