If Not

Unique
Recorded than
Customers Product
S.No Name of Customer Conversation With Customer Recorded in CRM Date of
Contacted Discuss
Recording in
YES / NO
the CRM

02/04/2020
1 Mrs. Sukhdev Kaur Yes NTB Open SBEZY Account NO SAVINGS
2 Mr. Gurloveleen Singh Yes NTB Open SBEZY Account NO SAVINGS
3 Mr. Kuldeep Bansal Yes NTB Open CASEL Account NO CURRENT
4 Mr. Rishav Harg No Net Banking And Digital Payments NO CURRENT
5 Mr. Jai Singh No UPI Payments / Axis Mobile App NO SAVINGS
6 Mr. Monaa Singh No Aditya Birla Health Policy NO IPG
7 Mr. Rupinder Singh Yes NTB Open SBPRM Account NO SAVINGS
Mr. Sukhdev Singh /
8 No ETB Open CAADV Account (NEW) NO CURRENT
Develop Mech. Works
9 Mr. Saraj Sandhu No Life Insurance Policy for Wife NO IPG
10 Mr. Harjinder Singh Yes NTB Open SBEZY Account NO SAVINGS
11 Mr. Harpreet Singh Yes NTB Open SBEZY Account NO SAVINGS
Open Savings Account
12 No NO SAVINGS
Mrs Jannat Pandher for Family Member
13 Mr. Jaskarn Singh Yes NTB Open SBEZY Account NO SAVINGS
14 Mr. Pritpal Singh Yes NTB Open SBEZY Account NO SAVINGS
15 Mr. Jagjeet Singh Yes NTB Open SBEZY Account NO SAVINGS

03/04/2020
1 Mr. Jaspal Singh Y NTB Open Savings Account No Savings
2 Mr. Gurmail Singh N Life Insurance No IPG
3 Mr Inderjit Singh Y NTB Open Savings Account No Savings
4 Mr Barinder Kumar Y NTB Open Savings Account No Savings
5 Mr. Kuldeep Singh N Life Insurance No IPG
6 Mr. Sukhwinder Singh N Life Insurance No IPG
7 Mrs. Surjit Kaur Y Home Loan No OCS
8 Mr. Randip Singh Y NTB Open Savings Account No Savings
9 Mr. Gopi Y NTB Open Savings Account No Savings
10 Mr. Davinder Singh N Life Insurance No IPG
11 Mr Ranjit Singh Y NTB Open Savings Account No Savings
12 Mr Bhoop Singh Y NTB Open Savings Account No Savings
13 Mr. Baljinder Singh Y Home Loan No OCS
14 Mr. Gurinder Singh Y Agri Loan No OCS
15 Mr. Achhra Singh Y NTB Open Savings Account No Savings
NTB Open CAADV Account /
16 Mr. Kulwiinder Singh Y No Current / IPG
Health Policy
17 Mr. Kuldip Singh (2) Y NTB Open Savings Account No Savings
18 Mr. Karanjot Singh Y NTB Open Savings Account No Savings
19 Mr. Kamaljeet Singh Y NTB Open Savings Account No Savings
20 Mr. Harwinder Singh N Life Insurance No IPG

1 N
Mr Navpreet Singh
2 Miss. Lovepreet Kaur
3 Mrs Laxmi Devi
4 Mr. Jasvir Singh
5 Mr. Jaspal Singh
6 Mr. Karanvir Singh
7 Mr Balwinder Singh
8 Mr Dalvir Singh
9 Mr. Sikander Singh
10 Mr. Kuldip Singh
11 Mr. Harpreet Singh
4/4/2020
Open Savings Account
( Family Member)
Y NTB Open Savings Account
Y NTB Open Savings Account
N Health Insurance Policy
Y NTB Open Savings Account
Y NTB Open Savings Account
Y Agri Loan
Y Open Current Account
N Life Insurance
Y NTB Open Savings Account
Y NTB Open Savings Account
N Savings
N Savings
N Savings
N IPG
N Savings
N Savings
N OCS
N Current
N IPG
N Savings
N Savings
12 Mr. Gurdeep Singh Y NTB Open Savings Account N Savings
13 Mr Anish Kumar Y NTB Open Savings Account N Savings
14 Mr. Satpal Y NTB Open Savings Account N Savings
15 Mr. Hardeep Singh Y NTB Open Savings Account N Savings
16 Mr. Charanjeet Singh N Life Insurance N IPG
17 Mr. Amandeep Singh N Life Insurance N IPG
18 Mr. Ramandip Singh Y NTB Open Savings Account N Savings
19 Mr. Harpreet Singh (2) Y NTB Open Savings Account N Savings
20 Mr. Ritesh Jain Y Open Current Account N Current
21 Mr. Gurpreet Singh Y NTB Open Savings Account N Savings

22 Mr. Kewal Singh / N N IPG

Chardi Kaln Rice Mills Life Insurance

6/4/2020
1 Mr. Gurpreet Singh N Open Savings Account N Savings
2 Mr. Satnam Singh N Open Savings Account N Savings
3 Mr. Mandeep Singh N Open Savings Account N Savings
4 Mr. Preet Singh N Open Savings Account N Savings
5 Fresh Hut Y Open Current Account N Current
6 Anwar Medical Store Y Open Current Account N Current
7 Mr. Ranbir Singh Y Open SBEZ4 Account N Savings
8 Mr. Jatinder Singh Y Personal Loan N OCS
9 Mr. Rajinder Singh N Life Insurance for Family Member N IPG
10 Mr Abdul Gaffar Y Open Current Account N Current

11 Mr. Saraj / N N Current

City Interntional Open Current Account
12 Mr. Randhir Singh Y Personal Loan N OCS

13 Mr. Jagmail Singh/ Y N Current

New Aman Finance Open Current Account
14 Mr. Balbir Singh Y Home Loan N OCS

15 Mr. Anil Kumar / N N OCS

Genious Education Forex Card
16 Mr. Hanif Mohd Y Open Current Account N Current

17 Mr. Vishal Sharma Y N Current

/ Sharma Construction Open Current Account

18 Mr. Davinder Singh/ Y N Current

Dreamland International Open CANOR Account
19 Mr. Akhil Sharma Y Open Savings Account N Savings
20 Mr. Pawandeep Dardi Y Open Savings Account N Savings

7/4/2020
1 Mr. Gurwinder Singh Y Open Savings Account N Savings
2 Mr. Ravi Raj Y Open Savings Account N Savings
3 Mr. ManpreetSingh Y Open Savings Account N Savings
4 Mr. Gurpreet Singh Y Open Savings Account N Savings
5 Mrs Surjit Kaur Y Open Savings Account N Savings
6 Mr. Jaskarn Daun Y Open Savings Account N Savings
7 Mr. Anil Sharma Y Open Savings Account N Savings
8 Mrs Amanpreet Kaur Y Open Savings Account N Savings
9 Mrs Kirana Y Open Savings Account N Savings
10 Mr Gurwinder Singh Dhin Y Open Savings Account N Savings
11 Mr Jarnail Singh Y Open Savings Account N Savings
12 Mr Jaspreet Gurna Y Open Savings Account N Savings
13 Mr Sony Y Open Savings Account N Savings
14 Mr Saurabh Kumar Y Open Savings Account N Savings
15 Mr Gurinder Singh Y Open Savings Account N Savings
16 Mr Inderjeet Singh Y Open Savings Account N Savings
17 Mr Rajinder Singh Y Open Savings Account N Savings
18 Mr Bunty Y Open Savings Account N Savings
19 Miss Harmanpreet Kaur Y Open Savings Account N Savings
20 Mr Babby N Life Insurance N IPG
21 Mr. Kuldeep Singh N Health Insurance N IPG

8/4/2020
1 Sandeep Kumar Y Open Savings Account N Savings
2 Himanshu Vidyarthi Y Open Savings Account N Savings
3 Baksheesh singh Y Open Savings Account N Savings
4 Bikkar Singh Y Open Savings Account N Savings
5 Mohd Yaseen Y Open Savings Account N Savings
6 Yameen Mohd Y Open Savings Account N Savings
7 Sukhpreet singh Y Open Savings Account N Savings
8 Dilshad Ali N Health Insurance N IPG
9 Karamjeet Singh Y Open Savings Account N Savings
10 Lovepreet Singh Y Open Savings Account N Savings
11 Amandeep Singh Y Open Savings Account N Savings
12 Rohit Sharma Y Open Savings Account N Savings
13 Ritik Sharma Y Open Savings Account N Savings
14 Pal Sharma Y Open Savings Account N Savings
15 Prince Verma Y Open Savings Account N Savings
16 Vishal Kumar Y Open Savings Account N Savings
17 Sukhdev Kaur N Health Insurance N IPG

13/4/2020
1 Bhupinder Singh N Mobile App N OCS
2 Gurdeep Singh N Open Savings Account for Wife N Savings
3 Sabar Malik Y Open Savings Account N Savings
4 Sabar Khan Y Open Savings Account N Savings
5 Tarundeep Sharma Y Foreign College Fee N OCS
6 Tushar Sharma Y Open Savings Account N Savings
7 Kuldeep Singh N Health Insurance N IPG
8 Baksheesh Ram Y Open Savings Account N Savings
9 Gurwinder Singh Y Open Savings Account N Savings
10 Yameen Mohd N Life Insurance N IPG
11 Ali Khan Y Open Savings Account N Savings
12 Arashad khan Y Open Savings Account N Savings
13 Akbar Aalam Y Open Savings Account N Savings
14 Dilvar Khan Y Open Savings Account N Savings
15 Shamshad Mohd Y Open Savings Account N Savings
16 Mehar Singh Y Open Savings Account N Savings
17 Nirmal Singh Y Open Savings Account N Savings
18 Gurpreet Singh Y Open Savings Account N Savings
19 Manpreet Singh Y Open Savings Account N Savings
20 Mohd Yaseen Y Open Savings Account N Savings
21 Amanjot Kaur Y Foreign College Fee N Savings
22 Parmjit kaur N Health Policy N Savings

14/04/2020
1 Mr. Jaskarn Singh N Open Savings AC Family Ref NO SAVINGS
2 Mr. Pritpal Singh N Open Savings AC Family Ref NO SAVINGS
3 Mr. Jagjeet Singh N Open Savings AC Family Ref NO SAVINGS
4 Mr. Jaspal Singh Y NTB Open Savings Account No Savings
5 Mr. Gurmail Singh N Open Savings AC Family Ref No IPG
6 Mr Inderjit Singh Y NTB Open Savings Account No Savings
7 Mr Barinder Kumar Y NTB Open Savings Account No Savings
8 Mr. Kuldeep Singh N Open Savings AC Family Ref No IPG
9 Mr. Sukhwinder Singh N Open Savings AC Family Ref No IPG
10 Mrs. Surjit Kaur Y Home Loan No OCS
11 Mr. Randip Singh Y NTB Open Savings Account No Savings
12 Mr. Gopi Y NTB Open Savings Account No Savings
13 Mr. Davinder Singh N Life Insurance No IPG
14 Mr Ranjit Singh Y NTB Open Savings Account No Savings
15 Mr Bhoop Singh Y NTB Open Savings Account No Savings
16 Mr. Baljinder Singh Y Home Loan No OCS
17 Mr. Gurinder Singh Y Agri Loan No OCS
18 Mr. Achhra Singh Y NTB Open Savings Account No Savings
19 Mr. Dalbara Singh N Open Savings Ac Family Ref
20 Mr. Kulwiinder Singh Y Health Policy No IPG
15/04/2020
1 Mr. Kuldeep Singh Y NTB Open Savings Account No Savings
2 Mr. Karanjot Singh Y NTB Open Savings Account No Savings
3 Mr. Kamaljeet Singh Y NTB Open Savings Account No Savings
4 Mr. Harwinder Singh N Life Insurance No IPG
5 Mr Navpreet Singh N Open Savings AC Family Ref N Savings
6 Miss. Lovepreet Kaur Y NTB Open Savings Account N Savings
7 Mrs Laxmi Devi Y NTB Open Savings Account N Savings
8 Mr. Jasvir Singh N Health Insurance Policy N IPG
9 Mr. Jaspal Singh Y NTB Open Savings Account N Savings
10 Mr. Karanvir Singh Y NTB Open Savings Account N Savings
11 Mr Balwinder Singh Y Agri Loan N OCS
12 Mr Dalvir Singh Y Open Current Account N Current
13 Mr. Sikander Singh N Life Insurance N IPG
14 Mr. Kuldip Singh Y NTB Open Savings Account N Savings
15 Mr. Harpreet Singh Y NTB Open Savings Account N Savings
16 Mr. Gurdeep Singh Y NTB Open Savings Account N Savings
17 Mr Anish Kumar Y NTB Open Savings Account N Savings
18 Mr. Satpal Ram Y NTB Open Savings Account N Savings
19 Mr. Hardeep Singh Y NTB Open Savings Account N Savings
20 Mr. Charanjeet Singh N Life Insurance N IPG
16/04/2020
1 Mr Lali N Open Savings Ac Family Ref N Savings
2 Mr. Jaspreet Singh N Open Savings Ac Family Ref N Savings
3 Mr. Ajaib Singh N Open Savings Ac Family Ref N Savings
4 Mr. Surinder Singh N Open Savings Ac Family Ref N Savings
5 Mr Chand Singh N Open Savings Ac Family Ref N Savings
6 Mr. Amandeep Singh N Life Insurance N IPG
7 Mr. Ramandip Singh Y NTB Open Savings Account N Savings
8 Mr. Harpreet Singh Y NTB Open Savings Account N Savings
9 Mr. Ritesh Jain Y Open Current Account N Current
10 Mr. Gurpreet Singh Y NTB Open Savings Account N Savings
11 Mr. Kewal Singh N Life Insurance N IPG
12 Mr. Gurpreet Singh N Open Savings Account N Savings
13 Mr. Satnam Singh N Open Savings Account N Savings
14 Mr. Mandeep Singh N Open Savings Account N Savings
15 Mr. Preet Singh N Open Savings Account N Savings
16 Mr. Prem Singh Y Open Current Account N Current
17 Anwar Medical Store Y Open Current Account N Current
18 Mr. Ranbir Singh Y Open SBEZ4 Account N Savings
19 Mr. Jatinder Singh Y Personal Loan N OCS
20 Mr. Rajinder Singh N Life Insurance for Family Member N IPG
21
22
23
24
 Customer
Deepening
Response

YES POSITIVE
YES POSITIVE
YES POSITIVE
YES POSITIVE
YES POSITIVE
YES POSITIVE
YES POSITIVE

YES POSITIVE

YES POSITIVE
YES POSITIVE
YES POSITIVE

YES POSITIVE

YES POSITIVE
YES POSITIVE
YES POSITIVE

Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Future Ref.
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive

Y Positive

Y Positive
Y Positive
Y Positive
Y Future Ref.

Y Positive

Y Positive
Y Positive
Y Future Ref
Y Future Ref
Y Positive
Y Future Ref
Y Positive
Y Future Ref
Y Future Ref
Y Positive
Y Positive
Y Positive
Y Positive
Y Future Ref
Y Future Ref
Y Future Ref
Y Positive
Y Future Ref
Y Positive
Y Positive

Y Future Ref

Y Future Ref.
Y Future Ref.
Y Future Ref.
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Future Ref.
Y Positive

Y Future Ref.

Y Positive

Y Future Ref.

Y Positive

Y Positive

Y Positive

Y Future Ref.

Y Positive

Y Positive
Y Positive

Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref

Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive

Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Future Ref
Y Future Ref
Y Positive
Y Future Ref
Y Future Ref
Y Positive
Y Future Ref
Y Positive
Y Positive
Y Positive
Y Future Ref
Y Future Ref
Y Future Ref

YES POSITIVE
YES POSITIVE
YES POSITIVE
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Future Ref.
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive

Y Positive

Y Positive
Y Positive
Y Positive
Y Future Ref.
Y Positive
Y Positive
Y Positive
Y Future Ref
Y Future Ref
Y Positive
Y Future Ref
Y Positive
Y Future Ref
Y Future Ref
Y Positive
Y Positive
Y Positive
Y Positive
Y Future Ref
Y Future Ref

Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Future Ref
Y Positive
Y Future Ref
Y Positive
Y Positive
Y Future Ref
Y Future Ref.
Y Future Ref.
Y Future Ref.
Y Positive
Y Positive
Y Positive
Y Positive
Y Positive
Y Future Ref.