Inbound Team

Bank tele-sales officers who call back website/app "Apply now" leads within minutes and take calls on the loans sales line.

1 Fatal BreachBelow TargetSales Team

supervisor_accountTeam Lead: Pooja Nair

Calls Reviewedcall

Across 1 RM

Team Average Scorespeed

52.6%

Score: 52.6%Floor: 80%

Fatal Callswarning

Compliance cap invoked

RMs on Rostergroups

1/1

1 active · 0 onboarding

route

Customer journey

Ranked by score — Pooja Nair’s team

1 RM

Relationship Manager	Band	Calls	Score (with fatal)	Fatal Calls
RM Rohit More#IB-01 · Inbound Team	remove_circleAverage	3	52.6%	1

Lowest scoring first

3 calls

IN-2 · Same customer, four days later: deadline pressure turns into a promise (call 2 of 2)

Rohit More · Ankit Verma · Fatal: sanction guaranteed and insurance bundled without consent

IN-3 · Self-employed applicant: three income sources, one guessed rate

Rohit More · Meera Nair · Coaching: self-employed file handled with vague numbers, no FOIR check

IN-1 · Web lead call-back: personal loan for a sister’s wedding (call 1 of 2)

Rohit More · Ankit Verma · Clean close — application started