1Achieve the defined Disbursement Targets 60%% of AchievementAnnexure 1
2Collection efficiency & Portfolio Quality20%ED % and Bounce ResolutionAnnexure 2
3Team Management5%% of annualized attrition for the areaAnnexure 3
4Process Orientation10%Audit ScoreAnnexure 4
5Team Development5%Average Mandays of Training per Team MemberAnnexure 5
Annexure - 1
Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)
% of New Product Target Vs. Achievement>120% of New Product Target(111 -120)% of New Product Target(100% - 110%) of Current Product Target(90 -99)% of New Product Target<90% of New Product Target
Annexure - 2
Performance RatingRepayment % to be achieved
5 (Excellent)100% repayment achieved on all collection days during the review period
4 (Very Good)99.50 to 99.98% repayment achieved by end of every month during the review period
3 (Good)99% to 99.49% repayment achieved on any month during the review period
2 (Adequate)98% to 99% repayment achieved on any month during the review period
1 (Far below the expectation)Below 98% repayment achieved for any month during the review period
Annexure - 3
Scoring method5
(Outstanding)4
(Excellent)3
(Very Good)2
(Good)1
(Adequate)
Attrition %<10% Annualized Attrition11% - 15% Annualized Attrition16% - 25% Annualized Attrition26% -35% Annualized Attrition>35% Annualized Attrition
% of eligible employees earning incentive>75% of employees earned incentive>50%-75% of employees earned incentive35%-49% of employees earned incentive20-34% of employees earned incentive<20% of employees earned incentive
Annexure - 5
Scoring method5
(Outstanding)4
(Excellent)3
(Very Positive)2
(Good)1
(Adequate)
Average Mandays of Training per Team Member>=32.5-2.992-2.491-1.99<1
📌 Branch Sales Manager - Retail (Western India)
🏢 equitas small finance bank
📍 Western India
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