Banking & Finance Management

(Loan, Insurance, Credit Card, Debit Card, Recovery, Survey etc..)

Mobile App For Banking / Finance / Investment For selling of Debit card, Credit card, Loan, Insurance & other Investment products

Images
Download
Download

Online Attendance :

Staff can enter his start – end attendance with details of work done with location and date.

Visit to the Customer :

Visit for explanation of investment plan or finance and its photos can be enter. Follow up date for future purpose can also be generated.

Sales :

Staff can enter sales details with amount in his mobile. So he can know his total sales and commission details.

Payment Collection :

Staff can enter the collection information of clients.

Expense :

Staff can enter his tour and visit expenses.

MIS Reports :

Many types of MIS reports are available like attendance with daily km traveled, visit, D.A. and T.A. report etc.