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Sales Officer - UCV

Key Result Area

Weightage 100 %

SNO.OBJECTIVEWEIGHTAGEKEY PERFORMANCE INDICATORAnnexure

1Deliver UCV disbursemet as per productivity norms40%Actual Disbursement Vs ObjectivesAs per annexure 1

2Manage, Monitor & Track the portfolio quality by keeping the ED cases as per threshold limits15%% AchievementAs per annexure 2

3Completion of PDD on time for the loans disbursed15%% AchievementAs per annexure 3

4Self Development5%Average Mandays of Training per Team MemberAs per annexure 4

5Process Orientation5%Audit scoreAs per annexure 5

Annexure - 1

Scoring method5
(Outstanding)4
(Excellent)3
(Very Positive)2
(Good)1
(Adequate)

Officer - Sales (Avg Disbursment / month)> Rs. 23.0 lacsRs. 20.1 - Rs. 23.0 lacsRs.17.1 - 20.0 lacsRs. 15.0 - Rs. 17.0 lacs< Rs. 15.0 lacs

Assistant Manager - Sales (Avg Disbursement/month)> Rs. 29.0 lacsRs. 26.1 - Rs. 29.0 lacsRs. 23.1 - 26.0 lacsRs. 20.0 - Rs. 23.0 lacs< Rs. 20.0 lacs





Annexure - 2

Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)

% Achievement>120%100% - 120%95% - 100%85% - 95%<85%

Annexure - 3

Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)

% Achievement>120%100% - 120%95% - 100%85% - 95%<85%

Annexure - 4

Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)

Collection>95%91 - 95%81-90%71-80%<71

Annexure-5

Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)

Average Mandays of Training per Team Member>=32.5-2.992-2.491-1.99<1

Annexure-6

Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)

Audit Score>95%91 - 95%81-90%71-80%<71

📌 Key Relationship Manager - UCV (Karol Bagh)
🏢 equitas small finance bank
📍 Karol Bagh