Steps to follow for execution of TAFE leads
Scene 1 (0s)
Steps to follow for execution of TAFE leads. Update your RM mobile app Login to the app using your credentials In the worklist, select Work –in – Progress – TAFE Select the lead assigned to you and modify. Once saved the lead is visible in regular Work in Progress Select the proposal number again and execute the proposal Fill in the sourcing details completely to pass the proposal to the next stage..
Scene 2 (20s)
HDFC BANK SME DIGITAL RM PORTAL 02725461 LOGIN. Login to the SM digital RM portal.
Scene 3 (28s)
HDFC BANK Surnrnary Facility Name TOTAL AMOWIT Tools Request Approval SRM Date Proposal Renewal Proposal Status Request Limit Awoved Call 'vlemo Enquiry TOO Application Rate Of Interest and Ch arge Apvovals New Query Endcgsement I Approval Work List ROI I ist Query Other Request Request Tractor Loan Generation.
Scene 4 (40s)
A screenshot of a web page Description automatically generated.
Scene 5 (50s)
A screenshot of a application Description automatically generated.
Scene 6 (1m 4s)
Please make sure that the complete sourcing details are filled so that the RM details are reflecting with TAFE..
Scene 7 (1m 13s)
This is the final screen post the submission of the proposal. At this stage the proposal has moved to Laser Soft for further processing..