Description
The Customer Service & Relationship Management Toolkit is a structured Excel-based operations pack designed for banking teams and financial institutions to track, manage, and report customer-facing activities efficiently. It brings together essential service registers and relationship tracking tools into one organized workbook to improve visibility, accountability, and turnaround time.
This toolkit helps teams log customer complaints, manage relationship manager portfolios, monitor onboarding progress, and track SLA performance using clean tables and ready-to-use formats. It supports daily operations, internal reporting, and service quality monitoring without complex systems.
Ideal for branches, service units, customer experience teams, and relationship officers who need reliable internal tracking and reporting tools.
Includes
Customer Complaint Register
RM Portfolio Tracker
Customer Onboarding Tracker
SLA Monitoring Sheet
Structured tables ready for reporting
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