Preface

This guide is intended for the Relationship Managers (RM) in the SME division of the bank.

Parent topic: Preface

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Parent topic: Preface

This guide is organized into the following topics:

Table - List of Topics

Topic	Description
Overview - SME 360	This topic provides an overview of the SME 360 feature.
Get Started	This topic provides the details that can be viewed in SME 360.
Customer Demographics	This topic provides the basic details about the SME customer’s business.
Portfolio	This topic provides the details of the product portfolio held by the SME customer with the bank.
Actions	This topic provides information about the pending actions related to the client.
Sales Opportunities	This topic provides information about the sales opportunities (upsell/cross-sell) associated with the SME customer.
Service Requests	This topic provides information about the outstanding service requests raised by SME customers.
My Diary	This topic provides information about tracking the to-do list for a relationship manager.