officers at admn.offices pg 2,3,4
TRANSCRIPT
8/7/2019 Officers at Admn.Offices Pg 2,3,4
http://slidepdf.com/reader/full/officers-at-admnoffices-pg-234 1/4
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.
8/7/2019 Officers at Admn.Offices Pg 2,3,4
http://slidepdf.com/reader/full/officers-at-admnoffices-pg-234 2/4
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
8/7/2019 Officers at Admn.Offices Pg 2,3,4
http://slidepdf.com/reader/full/officers-at-admnoffices-pg-234 3/4
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
8/7/2019 Officers at Admn.Offices Pg 2,3,4
http://slidepdf.com/reader/full/officers-at-admnoffices-pg-234 4/4
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