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Customer Journey (Stage 1 Enrollment Department (Passbook Preparation…
Customer Journey
Stage 1 Enrollment Department
Enrollment Form
Copy 1
Approval with Branch Head
To Head Office
ROC Filling
Copy 2
Approval with Branch Head
To Head Office
Head office Copy
Copy 3
Approval with Branch Head
To Head Office
To Branch Office Copy with stamped Chit Agreement
Enrollment Fee
First Installment (Eg. 50000) + Enrollment Fee (Upto 200)
Cheque
Cash
Original Temporary Cash Receipt
Copy of Cash Receipt & Cash will be Handover to Accounts Department at the Same Day
Passbook Preparation
Handovered to Customer
SMS Confirmation
Welcome letter through email
Chit Agreement Member's Copy to sent
2 Chit Agreements
Stamped to be kept at Br.Office
Member's Copy to be sent.
Bid Offers - 2 Nos., Bid Authorization - 2 Nos.
Act Department
Action Participant & Successful bider
Receiving Papers & submitting the same to Head Office H.O with Manager's Concern for approval
To Members Directly
To Sales Team
After approval , completing the documentation process, followed by disbursal of prized amount.
Documentation process Team
Issuing of surety Form