| # | Campaign Name | Status | Leads | Calls Made | Hot | Warm | No Answer | Calling Hours | Actions |
|---|---|---|---|---|---|---|---|---|---|
| 1 |
Q2 2025 Mutual Fund Drive
Target high-income professionals in metro cities f...
|
Active | 60 | 45 | 9 | 15 | 9 | 09:00 – 18:00 | |
| 2 |
New Year Investment Campaign
January campaign targeting first-time investors
|
Completed | 80 | 80 | 12 | 20 | 32 | 10:00 – 17:00 | |
| 3 |
Retirement Planning Outreach
Target 40-55 age group for retirement planning MF...
|
Paused | 45 | 34 | 6 | 11 | 8 | 09:30 – 17:30 | |
| 4 |
Tax Saving ELSS Campaign
Last quarter tax saving ELSS fund promotion
|
Draft | 30 | 0 | 0 | 0 | 0 | 09:00 – 18:00 | |
| 5 |
South India Wealth Growth 2025
Targeting HNI customers in South Indian metros
|
Active | 50 | 38 | 7 | 12 | 9 | 09:00 – 19:00 |