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EPM 5 A (For officers in City Sales Offices and in Direct Sales Roles)

FINANCIAL / BUSINESS KRAs (BKRAs) and SCORName : Mr./Mrs./Ms. EC No. : Performa

Financial / Business KRAs

Target Target Achievement

Weightage

(1) (2) (3) (4) (5)

I DEPOSITS

Mobilisation of Savings Deposits - No.

- Amount

Mobilisation of Current Deposits - No.- Amount

II RETAIL LOANS (Generation of leads)

Housing Loans - No.

- Amount

Vehicle Loans - No.

- Amount

Education loans - No.

- Amount

Traders' Loans - No.

- Amount

Any other------------------------------------

III OTHER PRODUCTS

Sale of Gold CoinsOpening of D-Mat accounts

Generation of leads for SME Loans

Sale of BOBCARDS

Sr.No. Numbers / Amt. (In

lacs)Mid-term - Numbers /

Amt (In lacs) Full Year - Numbers /

Amt. (In lacs)

Mobilisation of Term Deposits (including recurring deposits)(excluding bulk deposits and margin against non-fund basedlimits) Amount - Rs.



EPMF -5 A [For officers in City Sales Offices and direct sales roles)

THE INITIATIVES SCORECARD

Sr. No. Weightage

(1) (2) (3) (4) (5)

H1

1.1)

1.2)

1.3)

1.4)

1.5)

H2

2.1)

2.2)

2.3)

2.4)

2.5)

Yearly Score - Average of half yearly scores (Self and R.A.)30 XXX X

Final Score (Final Reviewing Authority)Note / Narration / description of any critical incidents on the Initiatives carried out (if any to be filled in by the Officer):

ame : r. rs. s.EC No. : Performance period: from: 1.4.20__ To: 31.3.20_

Objectives (Business or StrategicLinkage)

Initiatives to be undertaken during the respective Half Year *(with measures)

Self-score S



EPMF -5 A [For officers in City Sales Offices and direct sales roles)

Each officer, in consultation with his/her R.A, has to decide on specific INITIATIVES that he/she will undertake during the half year. Each of the Initiatives planned musStrategic objective. There should be at least 2 Initiatives but not more than 5. Weightages within the overall limit of 30 can be allocated mutually for each half year



EPM Form 5 A [FOR OFFICERS AT CITY SALES OFFICES AND IN DIRECT SALES ROLES]

4

Name : Mr./Mrs./Ms. EC No. : Review Period: From: 1.4.20 To: 31.3.20

Sl. No. Managerial Competency Dimensions Comments by RA

(0) (2) (3) (4)

A

4

4

4

B

2

2

2

2

Total Score 20

MANAGERIAL COMPETENCY SCORECARD

MaximumScore

Score by R.A.To choose from one of the 4

levels below(Figures in brackets show the marks to be given for the chosen level

in respect of competencies listed under A (i, ii and iii). For competencies shown under B, the marks may be halved for each

level)

Score byFRA (givereasons for variation, if

any)Did not meetwith

expectations

Meetsexpectationssomewhat

Has metexpectations to a

great extent

Can beregarded as the

Benchmark /Best in class

i) Knowledge of products and services, Bank's rules

and regulations, has willingness and aptitude to learn

ii) Coordination, Planning and Organising abilities

iii) Has initiative and drive, demonstrates a proactiveattitude and willing to walk the extra mile

i) Effectiveness in communication with Customersand Staff.

ii) Effectiveness in the use of technology, keepsabreast of technological changes

iii) Customer focus - ability to anticipate customer needs, serving, maintaining and nurturing relationships;responsiveness to customers

iv) Team working abilities, networks and buildsrelationships, displays empathy and trust, can carrypeople along

Download - Officers at Admn.Offices Pg 2,3,4

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