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  • Robert Weekly Activity Report For 2nd May To 5th May 2023

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    Robert Otieno
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    The document provides a weekly activity report from May 2nd to May 5th. It lists the name and location of bank branches visited each day, the activities conducted such as presentations, follow ups, and requests for business support. It also estimates the potential gross written premium or annual premium income that could be generated from leads and clients engaged with. The report concludes by noting a weekly activity plan is submitted every Friday at 4pm and the following week will focus on following up pending cases and trainings.

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    Weekly Activity report

    Original Title

    Robert weekly Activity report for 2nd May to 5th May 2023

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    The document provides a weekly activity report from May 2nd to May 5th. It lists the name and location of bank branches visited each day, the activities conducted such as presentations, follow ups, and requests for business support. It also estimates the potential gross written premium or annual premium income that could be generated from leads and clients engaged with. The report concludes by noting a weekly activity plan is submitted every Friday at 4pm and the following week will focus on following up pending cases and trainings.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    5 views2 pages

    Robert Weekly Activity Report For 2nd May To 5th May 2023

    Uploaded by

    Robert Otieno
    The document provides a weekly activity report from May 2nd to May 5th. It lists the name and location of bank branches visited each day, the activities conducted such as presentations, follow ups, and requests for business support. It also estimates the potential gross written premium or annual premium income that could be generated from leads and clients engaged with. The report concludes by noting a weekly activity plan is submitted every Friday at 4pm and the following week will focus on following up pending cases and trainings.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Date Name of Partner Branch/Channel Outcome/ Activity Est.

    GWP/API
    nd
    2 May 2023 1. I&M Bank Spring Valley Branch  Spoke to John, a customer service executive and requested  2M
    2.I&M Bank Sarit Centre Branch her on potential leads.  5M
    3. Absa Bank Westgate Branch  Engaged the staff on referrals and business support.  1M
    4. I&M Bank Cross roads Branch  Engaged the staff on business support in terms of lead  2M
    5.Consolidated Bank River Road generation.  100k API
    Branch  Did a follow up on a prospective client.
    Requested the BSO for business support in terms of lead
    generation.

    3rd May 2023 1.I&M Bank Kenyatta Avenue Branch  Requested Carolyn for an Introduction to other RMs.  2M
    2. I&M Bank Cross roads Branch.  Did a Wealth builder presentation to a prospective client.  500K
    3. I&M Bank Panari Branch  Engaged Mercy, and requested her for business support.  1M
    4. Absa Bank Ongata Rongai Branch.  Engaged Fidelis and Maureen for business support in terms  200K
    of lead generation.

    4th May 2023 1.I&M Bank Valley Arcade Branch  Engaged the customer service Staff and requested for
    2 Absa Bank Hurling ham Branch leads/referrals.  2M
    3. Consolidated Bank Koinange  Did a Pumzisha quote and sent to Phelix, an SME Banker.  1M
    Branch.  Engaged the BM and the Business development team on  60K API
    4. I&M Bank, South C Branch. Elimu and Endowment.  500K
     Spoke to Gwapawan who is a customer executive and
    requested her for business support.

    5th May 2023 1.Absa Bank TRM Branch.  Did an endowment training to Koome, Lencer and  1.5M
    Christine, who are both universal bankers.
     Engaged Hezron and did a follow up on a potential
    2. I&M Bank Ruaraka Branch. wealth builder prospect  2M
    3.I&M Bank Kenyatta Avenue Branch  3M
    4. Absa Bank Embakasi Branch.  1M
     Engaged Ameera, an RM and requested her for
    business support.
     Called Kelly and did a follow up on a case she is
    Pursuing.

    Weekly Activity Report – Submitted Every Friday at 4pm.


    Following Week Activity Plan
     Following up on pending cases and Trainings

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