PERFORMANCE REPORT FOR THE WEEK ENDING 4TH MAY 2018

SECTOR: CORPORATE/CONSUMER & RETAIL

NAME OF STAFF: ANNA ASOR DANKWA
UNIT/BRANCH: WEIJA BRANCH

PIPELINES – Deposits
CUSTOMER AMOUNT (GHS) STATUS %
NAME ACHIEVE
D

Happy day business 20,000 Transactional Deposit 30%

JD electricals 50,000 Transactional Deposit

Vision home consult 100,000 Transactional Deposit 12%
Bamboo ministry 30,000 Transactional Deposit

PROSPECTS – Deposits & Loans

CUSTOMER CONTACT PURPOSE OF CALL/ VISIT STATUS
NAME PERSON
Double tree Mr. Nti To prospect for the business account Client
construction requested for a
proposal from
the bank
 Client assured
me to open an
Bentech engineering Mr. Amponsah To prospect for the business account. account with
services CalBank but I
should give
him sometime

The director
Mr. Asante was not
Sekbo ent. To prospect for the business account available at
the time of my
visit
Frewisco ent MR. Frimpong To prospect for the business account
Client assured
me to open an
account with
CalBank but I
should give
him sometime
CUSTOMER ENGAGEMENTS
CUSTOMER PURPOSE OF ISSUED DISCUSSED/ OUTCOME STATUS
NAME VISIT/ CALL
Your power, Encourage client to Client says he is expecting some funds Will monitor the
your glory channel more funds account
through CalBank DORMANT ACCOUNTS
REACTIVATION
Double Tree Client has requested for a proposal Client is yet to CUSTOMER ISSUES DISCUSSED/ OUTCOME
Construction To prospect for from the bank review the NAME
business account proposal

Frewisco Ent To prospect for Client assured me to open an account Will do a follow
business account with CalBank but I should give him up on it. MAJOR BUSINESS DEVELOPMENTS
sometime DURING THE WEEK
CALL/ACTION PLANS FOR THE WEEK
Adark Ent. Prospect for business The director was not available at the Will do a follow BEGINNING 30TH APRIL 2018
account time of my visit up on it next
week DAY ACTIVITY
Sekbo Ent. Prospect for business The director was not available at the Will do a follow Monday
account time of my visit up on it next  NAB &BEL CO.LTD
week
 FOLLOW UP ON EARLY BIRD

 FOLLOW UP ON RODLISA VE

 FOLLOW UP ON DOUBLE TR
Tuesday

Wednesday  WINNEBA PROJECT

Thursday
 WINNEBA PROJECT

Friday
 CUSTOMER ENGAGEMENT

 CALL PLAN

DETAILS OF ACCOUNT OPENED FOR APRIL WEEK FOUR

ACCOUNTS OPENED PRODUCT INITIAL DEPOSIT E-PRODUCTS

ELLEN OPOKUA ACQUAYE
CALNET, PUSH &PULL
FLEXISAVE 50
DIVINE AVORGBEDOR
CALNET, PUSH
STUDENT 10 &PULL
AFEDZIWA BAABA ACQUAH STUDENT 10 CALNET, PUSH &PULL
EMMA TORNYO
CALNET, PUSH &PULL
STUDENT 10
EMMANUEL KWEKU APREKU STUDENT 10 CALNET, PUSH &PULL
SUSANA OWUSU STUDENT 10 CALNET, PUSH &PULL
RICHARD ARHIN FLEXISAVE 10 CALNET, PUSH &PULL
MICHAEL ABOAGYE STUDENT 20 CALNET, PUSH &PULL
LINDA OPPONG STUDENT 10 CALNET, PUSH &PULL

SUMMARY

ACCOUNT OPENED- 9 E-PRODUCT- 18

INITIAL DEPOSIT- 140.00

DEPOSIT FROM EXISTING CLIENT 22,098

VISION HOME CONSULT- 12,078

HAPPY DAY BUSINESS- 6,020

MICHAEL QUARCOOPOME- 4,000