Key Result Area

Weightage 100 %

SNO.OBJECTIVEWEIGHTAGEKEY PERFORMANCE INDICATORAnnexure

1Sales Objectives10%Actual Disbursement Vs ObjectivesAs per annexure 1

2Repayment efficiency in X bucket so as to reduce the OD in the branch30%X Bucket EfficiencyAs per annexure 2

3Receipting (management of RO/RE field collections)20%FRO Audit ReportAs per annexure 3

4Ensure compliance to statutory requirements of the branch - registers and displays of charts/posters.20%FRO Audit ReportAs per annexure 3

5Welcome call report - customer contact number10%Welcome Call ReportAs per Annexure 4

6Self Development10%Training mandays for selfAs per annexure 5

Annexure - 1
Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)
Actual Disbursement Vs Objectives>110%101 - 110%91 - 100%80 - 90%<80%

Annexure - 2 - X Bucket Efficiency
Scoring method5
(Outstanding)4




(Excellent)3
(Very Good)2
(Good)1
(Adequate)
X Bucket - Efficiency (Average)>97%95.1 - 97.0%94.1 - 95.0%92.1 - 94.0%<92%

Annexure - 3
Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)
FRO Audit Report>95%91 - 95%81-90%71-80%<71

Annexure - 4
Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Valuable)1
(Adequate)
Welcome call report - customer contact number100% accuracy98-99% accuracy97-98% accuracy96-97% accuracy< 96% accuracy

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

📌 Customer Service Officer (India)
🏢 equitas small finance bank
📍 India