1. Business User Guide
  2. Dashboards for OFS RPA
  3. OFS RPA Dashboards
  4. Relationship Manager Insights
  5. Relationship Manager Portfolio

Relationship Manager Portfolio

This report displays the various assets of a Relationship Manager. This report provides an account-wise product portfolio with the Revenue of customers held by each RM.

Figure 4-57 Relationship Manager Portfolio


This report displays the various assets of a Relationship Manager. This report provides an account-wise product portfolio with the Revenue of customers held by each RM.