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Agent Portal Finale CBSN overview McKay agents canvas customers and procure RD business. They prepare bulk list either manually or through RD Customer package provided by DOP. As Finale CBS is implemented
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Agent portal finacle cbs is a portal within the Finacle CBS system that allows agents to access and manage customer accounts and transactions.
Agents or representatives who handle customer accounts and transactions are required to file agent portal finacle cbs.
To fill out agent portal finacle cbs, agents need to log in to the portal, enter the required customer information and transaction details, and submit the form as per the guidelines provided.
The purpose of agent portal finacle cbs is to ensure accurate reporting and management of customer accounts and transactions by agents or representatives.
Information such as customer details, account balances, transaction history, and any other relevant data related to customer accounts must be reported on agent portal finacle cbs.
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