CRM
Pipeline, contacts, tasks, reminders and notes in one workspace · Aarti K. · Sr RM · Mumbai desk · 42 open items across the shell.
Open leads
18
+3 this wk · ₹42.5 Cr pipe
Avg deal age
14d
3 stalled > 30d
Meetings · this wk
11
7 held · 4 upcoming
Tasks due today
7
2 P0 · call slots blocked
Overdue tasks
4
oldest 6d · Vakil chase
Active reminders
24
6 fire today · 3 snoozed
| Name | Phone | Family / client | Tags | Last contact | Owner | Actions |
|---|
| Title | Related | Owner | Due | Priority | Status | Actions |
|---|
| When | Kind | Reminder | Subject | Note | Status | Actions |
|---|
| When | Kind | Note | Subject | Author | Tags | Status | Actions |
|---|
Referrals YTD
22
+6 vs FY25 same period
Converted YTD
9
41% conversion rate
Conversion rate
41%
book avg 27%
Avg time-to-convert
38d
3 stalled > 60d
Referral AUM added
₹28.4 Cr
+₹8.2 Cr this quarter
| Referrer | Tier | Referrals | Converted | Incentive earned | Owed |
|---|
Incentive owed = accrued fee-share not yet paid out. Cleared to payout on the 5th of the following month if converted-lead status = Converted for > 15 days.
Incentive tier ladder
FY26 slabs · re-evaluated 1 Apr each year
Tier follows total converted referrals in the FY. Incentive % applies to first-year fee revenue booked from the referred client. Overrides need Sr RM + Compliance sign-off.
| Referrer | Referred lead | Logged | Stage | RM | Expected AUM | Fee tier | Actions |
|---|
Goals across the book
· each card carries a live
shortfall calculator so the RM can walk the client through
"how much more per month gets us there" without leaving the CRM.
P1P2P3
priority = SEBI-recommended goal-ladder rank.