1.2.4 Onboarding Initiation - Interested Products

All the bank products relevant to the customer are displayed on the Interested Products screen.

The RM can select the products in which the customer has shown interest to associate the same with the customer.

1. Click Next in the Onboarding Initiation - Financial Information screen.
   The Onboarding Initiation - Interested Products screen displays.

   Figure 1-26 Initiation - Interested Products

   
   

   
   Description of "Figure 1-26 Initiation - Interested Products"

   
   
2. On the Interested Products screen, select the products based on the customer’s interest.
3. Specify the requested value for the selected products.
4. Click Next to go to the Comments screen.