SBI TB SALES

This mobile application is to streamline sales processes of SBI’s Transaction Banking unit.

There are 9 main functions that the app will serve:
1) Dashboard to show the user’s sale performance
2) Plan meeting to allow creation of calendar invites and complete documentation of all meetings
3) Management of leads (user will enter lead details for each product pitched to the client)
4) View client leads (user will get his entire transaction banking client portfolio available)
5) View product details (summarised view of sales performance across TB products)
6) Product library as a repository of information of all TB products in one place along with relevant documentation
7) Calculate price (Allows calculation of price for each product, based on inputs entered by the user)
8) My network (containing the contact details of the entire sales and operations team relevant for transaction banking)
9) Discussion forum (social media interaction platform for all the transaction banking sales representatives to discuss their issues)