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RELIABLE STOCK BROKERAGE TREE Holder of Pakistan Stock Exchange LimitedCUSTOMER RELATIONSHIP FORM FOR INDIVIDUALSCLIENT NAME TRADING ACCOUNT NO. CDC SUBACCOUNT NO.GENERAL INSTRUCTIONS FOR CUSTOMER

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Start by gathering all required information from the customer such as name, contact details, company name, and any specific preferences or requirements.

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Any business or organization that aims to maintain and improve their relationships with customers would need a customer relationship form.

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Sales teams, customer service departments, marketing teams, and account managers often use customer relationship forms to track interactions and preferences of customers.

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What is customer relationship form for?

The customer relationship form is used to track and manage interactions with customers.

Who is required to file customer relationship form for?

All employees who have contact with customers are required to file customer relationship forms.

How to fill out customer relationship form for?

The form can be filled out electronically or manually, capturing details of each customer interaction.

What is the purpose of customer relationship form for?

The purpose of the customer relationship form is to maintain accurate records of customer interactions for reference and analysis.

What information must be reported on customer relationship form for?

The form must include details such as customer name, contact information, date of interaction, nature of interaction, and any follow-up actions.

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