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Customer Call and Loan Status Tracker

This document appears to be notes from customer calls made by a sales representative. It includes the customer's name, their status or next steps, contact number, and any notes. Key details include setting up follow up calls on specific dates to further discuss loan requirements, home loans, personal loans, and staff loans. Customer responses range from being ready, having no current requirements, or needing to be contacted at a later date.

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Bharat Yadav
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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0% found this document useful (0 votes)
390 views6 pages

Customer Call and Loan Status Tracker

This document appears to be notes from customer calls made by a sales representative. It includes the customer's name, their status or next steps, contact number, and any notes. Key details include setting up follow up calls on specific dates to further discuss loan requirements, home loans, personal loans, and staff loans. Customer responses range from being ready, having no current requirements, or needing to be contacted at a later date.

Uploaded by

Bharat Yadav
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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customer name status number Sir, I have sent your statement to the Reg

rajagopalan venkatesh cus say next week 9008711444


so i call the cus 14-02-20
maolsree srivastava customer said call to Friday, ma 9987993964 call to 7 feb
suresh gond call to today 5 feb 7738776342 no requirement now
dilip patade call to 7 feb customer says 9930969070
shaikh mohhamad hanifcall to March customer say 9820175356 call to 3 march
anandkumar pandey call to customer 8:30 9833547095 call to today
vishnudas call to customer for home loan 9987386477 suresh ko diya tha maine lead
sayali karle axis bank employees 9773028334
renu mishra kotak bank employee 7039289424 cus say call after 1 week
call to 14 feb
bansilal purbiya cus required monday 8087196231 pickup customer monday
shivanu verma cus reqired pl staff 8928938240 decline
akhand call to 15 March for cus says 9699919706 personal loan
sameer required a home loam 8554887281 some month after
prafulla required loan pl 9820919274
nilesh khulkarni required pl 8850563667
shubham pandey required pl 8448619700 extra mark company
santosh katela loan requirement march compulsory 9970082557
vinit pandey no requirement 9937487208
prakash required pl call the month ending 8939731418
dimpy not call to that's customer 8447743329
harshavardhan call to tomorrow 1 clock 9727091342 no requirement
brynelle gracious call to Saturday cus say 8551802771 ready
murtuza 9820010681 call 2 clock nhi hoga
amit Pawar require in April ya may 7208780863
shreyansh tibdewal call to evening 9890007880 call to Monday morning 10 clock
ganesh sahoo cus ready pickup monday 24.2.2020
rambaksh cus inquiry 8879776123
prasad dalvi require home loan 8097713497 call to tomorrow 10 clock
deepesh iyer required personal loan 9820799443 call to tomorrow
sunita saha req staff 8 lakh 8451870706 call to tomorrow in morning 22.02.2020
sunil desai req loan rate issue offer pa 13 la 9930211551 call to monday
swapnil patil call to monday 9850840777 no requirement
priyanka rawat 8451937185 req staff
shyju rajendran cus call in April 3 emi complete 9892295462
rajagopalan venkateah call to tuesday cus say 4 clock 9008711444 salary 2.65 lakh
manoj sinha call to morning reliance cus
maheshwar sahoo call to in may cus ask 9082780763
sachin Salunke call to Wednesday cua ask 7208501049
yogesh mekal inbt cus cus are joined new company then hee gave loan
robin abraham cus cus say call to 1 to day after 9768722512
mean call to 14,03,20
dinesh Singh call to 1 to 2 day after 9773829495
mean call to 15.03.2020
sonia rebello cus call in December month cus ask 8879597713
milind palkar call to june month cus ask 9833107908
robin cus meeting me h cus bola call kartah
your statement to the Regional Head, he will tell me your file tomorrow.

Tcs company no requirements

godrej company no requirement


urjit desai

tha maine lead

cus say call to tomorrow

morning 10 clock

ready customer tomorrow pick up 10:30


w in morning 22.02.2020 cancel
no requirement
sonakhi yelve call to march 8104868879
3 emi gone in march
siddhay gajanan saikar 9820243710 cus talk, cus required
10 lakh above cus
janam 9972200869 no
randeep kanwar 9888111109 no
Anand kabra 9821755877 no
krishna reddy 9121003135 yes
vaishali wadekar 9820523314 no
viral 9833141083 ok
priyanka no number no
deepika kamath 9004418202 ring
darpana 9004418831 no
angesh 8146902802 ok
krishna reddy 9121003135 cus req but he inform
me some day after

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