Loan Sales QA
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Assisted Digital Team

Bank officers who help customers complete app/website loan journeys (drop-off assist, disbursal queries) and Video-KYC officers.

2 Fatal BreachesBelow TargetSales Team
supervisor_accountTeam Lead: Farhan Ali
Calls Reviewedcall
3
Across 1 RM
Team Average Scorespeed
33.3%
Score: 33.3%Floor: 80%
Fatal Callswarning
2
Compliance cap invoked
RMs on Rostergroups
1/1
1 active · 0 onboarding
route

Customer journey

  1. 1App journey started
  2. 2Drop-off assist
  3. 3Video KYC
  4. 4Acceptance & e-sign
  5. 5Post-disbursal service

RM Roster

Ranked by score — Farhan Ali’s team

1 RM
Relationship ManagerBandCallsScore (with fatal)Fatal Calls
TJ
Tanvi Joshi#AD-01 · Assisted Digital Team
warningNeeds Coaching333.3%2

All Calls

Lowest scoring first

3 calls
report

AD-2 · Eleven days later, the same customer asks where Rs 3,180 went (call 2 of 2)

Tanvi Joshi · Pooja Bhatt · Fatal: complaint about an unauthorised deduction never logged

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report

AD-3 · The brother who called on the customer’s behalf, and got everything

Tanvi Joshi · Imtiaz Khan · Fatal: loan details given to an unverified caller who was not the customer

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description

AD-1 · App drop-off at the income step, and the OTP the officer would not take

Tanvi Joshi · Pooja Bhatt · Clean: drop-off recovered, V-KYC completed, credential attempt refused (call 1 of 2)

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