In the Metrics area, Please enable a Goal setting for IFA/RM for SIPs, New Client Addition, Lumpsum etc, and tracking the goal achievement status monthly and Yearly.
Jeyvenkatesh Rajagopal
In the Metrics area,
Please enable a Goal setting for IFA/RM for SIPs, New Client Addition, Lumpsum etc, and tracking the goal achievement status monthly and Yearly.
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