6.4.1 Search

The Search option enables a Relationship Manager to search for a Pricing Definition based on certain parameters. Search will be conducted based on the entered details.

For searching the Pricing Definition, follow these steps:

1. Navigate to Price Creation and Discovery, and then select RM Summary.

   Figure 6-2 Deal Pricing Search

   
   

   

   
   
2. Enter any of the following details:
   • Pricing Definition
   • Prospect Name
   • Client Name
   • System ID
3. Click Search. The Pricing Details are displayed.

   Figure 6-3 Pricing Summary

   
   

   

   
   

This page displays the following details:

• Portfolio Performance: This displays the status of the performance of the Relationship Manager in terms of the Target and Target Achieved with a pie chart and in percentage. The Relationship Manager can filter the data based on the Year, Quarter, and Month.
• Top Performing Deals: This part of the screen displays the Top Performing Product in terms of Net Interest Margin (%).
• New Opportunities: This part of the screen displays the New Opportunities that the Relationship Manager can look into for further deals.
• All Deals: This area of the screen displays the existing Deals that are already running.