Manage RMs

this section provides a comprehensive directory of all relationship managers and their information, including employee code, phone number, and status (active, inactive, or dormant) in addition to its user friendly interface, the section offers several dynamic features, such as the ability to search and download all reports, which streamlines access to important data moreover, users can perform various actions for each rm, such as viewing leads and editing rm details the powerful search feature enables users to quickly locate a specific rm and access all relevant information, providing a seamless experience create new rm click on the 'new rm' button fill out all the relevant details about the rm viz username, employee code, name, and mobile number assign a role from the dropdown menu the option to assign a manager to the rm is also available by enabling the 'assign a manager' toggle once this toggle is enabled, a new dropdown appears where the manager is selected to whom the rm is subordinate click on create manager the new rm is added to the list getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at