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  • Manage Customer Engagements (Islamic)

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    Ram Mohan Mishra
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    The document provides steps for managing customer engagements at an Islamic bank branch. It outlines identifying customer needs, verifying their identity, checking if they are an existing customer, capturing new customer data or retrieving existing records, identifying cross-selling opportunities, confirming product/service requests, completing background checks if needed, agreeing on product details, and opening the appropriate Islamic banking product such as a Mudaraba account or Wakala deposit.

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    The document provides steps for managing customer engagements at an Islamic bank branch. It outlines identifying customer needs, verifying their identity, checking if they are an existing customer, capturing new customer data or retrieving existing records, identifying cross-selling opportunities, confirming product/service requests, completing background checks if needed, agreeing on product details, and opening the appropriate Islamic banking product such as a Mudaraba account or Wakala deposit.

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    2 views1 page

    Manage Customer Engagements (Islamic)

    Uploaded by

    Ram Mohan Mishra
    The document provides steps for managing customer engagements at an Islamic bank branch. It outlines identifying customer needs, verifying their identity, checking if they are an existing customer, capturing new customer data or retrieving existing records, identifying cross-selling opportunities, confirming product/service requests, completing background checks if needed, agreeing on product details, and opening the appropriate Islamic banking product such as a Mudaraba account or Wakala deposit.

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    of 1

    27/04/21 Manage Customer Engagements (Islamic)

    TEMENOS Banking Reference Processes


    Manage Customer Engagements (Islamic) Last change: 17-Mar-2021 12:05:15
    Type: EPC

    Customer walks
    in to a branch

    Customer

    Identify Customer
    All Branch Users
    needs

    - Standard Interview Process


    - Product/ Service/ Information request

    Customer
    Identification Receive
    Documents documents for All Branch Users
    identification

    - Passport
    - Driving License
    - Address proof, utility bills, etc

    ENQ Check if existing


    CUSTOMER. prospect or All Branch Users
    DETS.SCV customer

    - Name

    Prospect does Existing retail Existing retail


    not exist banking prospect banking Customer

    ENQ ENQ
    CUSTOMER, Capture prospect Launch prospect Launch Customer
    All Branch Users PROSPECT.S All Branch Users CUSTOMER. All Branch Users
    PROSPECT data record record
    EARCH SCV

    Display prospect Display Customer


    ST record ST record

    SYS SYS

    ENQ Identify cross


    CUST.OPPO selling All Branch Users
    RTUNITY.S... opportunities

    Cross selling
    Prospect data Prospect record
    opportunities
    captured displayed
    identified

    Confirm type and


    All Branch Users
    details of request

    - Product/ Service/ Information request


    - Product/ Service details

    Specific product/ Only information


    service request required

    Confirm if
    ENQ Prepare and
    background
    CUSTOMER. All Branch Users handover required All Branch Users
    checks or
    SCV information
    updates required

    - Product Information
    - Application Forms
    - etc.

    COS
    Launch contact
    RECENT.CO All Branch Users
    Customer does management
    Existing Customer NTACT.SCV
    not exist

    CR.CONTACT
    Agree with retail Create Customer .LOG,CAPTU Create task All Branch Users
    Customer on All Branch Users (Islamic) RE.CONTACT
    product details
    - Record Information provided
    Product/ Service type: - Capture follow up tasks
    - Amount/ Profit Rate/ Currency - etc.
    - Source of funds (e.g. cash, account transfer) Contact
    - Passbook/ Checkbook, ATM Card management
    data captured

    Product details Product details Product details


    agreed agreed agreed

    Open Mudaraba Open Mudaraba Open Wakala


    Account Deposit Deposit

    Temenos R21 Proprietary & Confidential 1

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