You are on page 1of 2

CUSTOMER DISCUSSION REPORT

INTEREST FREE BANKING DEPARTMENT


DASHEN BANK S.C

Discussion date__________________________ Report no __________________

Discussed where___________________________________________

Types of customer ⃝ existing ⃝ new

Account number________________________________________

Company Name_________________________________________

Customer Address ________________________________________________________________

Name of Contacted person Phone number

1._________________________________________ ____________________
2._________________________________________ _____________________
3._________________________________________ ______________________
Name of staff attendees
1._________________________________________
2._________________________________________
3._________________________________________
Referred by
1. Name_____________________________
2. Branch____________________________
3. Position____________________________

Discussions about:

1. profile
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
_____________________________________________________________________________
2. Requests
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

3. Comments
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

Follow up:

______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

Action Taken:

______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

You might also like