CapitalVia Global Research Limited

Performance AppraisalFeb’14-Jan’15

Presented by: Atul Thakur

Content

Status update on Set v/s Committed v/s Achieved Goals with TAT (as per Q-I)

Performance Recap (Month Wise)

Overall Quarter on Quarter Performance

KPI for each month

Accomplishments and Letdowns with Action Plans

Achievement & Appreciation

Goals for next year

CapitalVia Global Research Limited

Quarter-I

CapitalVia Global Research Limited

Q-I: Month Q-I: Revised Goals Q-I: Achieved Goals

Feb Induction & Training 100%

March Buddy & Product Knowledge

100%

April 30,000 7,082

Quarter-II

CapitalVia Global Research Limited

Q-II: Month Q-II: Set Target Q-II: Achieved Target

May 80,000 50,892

June 1,20,000 1,50,314

July 1,20,000 73,710

Quarter-III

CapitalVia Global Research Limited

Q-III: Month Q-III: Set Target Q-III:Achieved Target

August 1,20,000 79,850

September 1,20,000 71,339

October 1,20,000 2,93,961

Quarter-IV

Q-IV: Month Q-IV: Set Target Q-IV:Achieved Target

November 1,20,000 1,31,449

December 1,20,000 70,462

January 1,20,000 1,20,303

CapitalVia Global Research Limited

Performance as ET

CapitalVia Global Research Limited

April May June July August September October November December January0.00%

50.00%

100.00%

150.00%

200.00%

250.00%

300.00%

23.61%

63.62%

125.26%

61.43% 66.54%59.45%

244.97%

109.54%

58.72%

100.25%

Percentage

Overall Performance Recap

SL # Key ParameterOverall Performance Recap

Target Actual % Achieved

  Calling Hours 4 Hours 3.44 86%

  Revenue Generation 10,70,000 10,49,362 98.07%

  Customer Complaints 0

  Quality Measurement etc…

  RPH 120000 1,04,936 87.45%

   

         CapitalVia Global Research Limited

Important Metrics KPI

CapitalVia Global Research Limited

Month KPI

February 37

March 41

April 21

May 41

June 49

July 33

August 38

September 40

October 50

November 48

December 40

January 49

DL and Attrition

CapitalVia Global Research Limited

Month DL Attrition

February 0 0

March 0 0

April 0 0

May 0 0

June 0 0

July 0 0

August 0 0

September 0 0

October 0 0

November 0 0

December 0 0

January 0 0

Accomplishments

• Hits • Misses

CapitalVia Global Research Limited

Challenger of Month.Closed Deal for Other team member's deal & got Appreciation by DSH Anant Sir.Team Member of Inner-Circle.Got appreciation from CEO Office for taking initiative for Customer Grievances & Praises.

Let Downs

Not Able to concentrate on all clients on Daily Basis.

Can't able to bring payment on daily basis.

Couldn't Bring a Payment of more than 3.00 Lakh one shot.

• Hits • Misses

CapitalVia Global Research Limited

Appreciation

Goals for next year

CapitalVia Global Research Limited

Goal: To get step by step growth in Organization.

Strategies: Achieving own Target on consistent basis by applying below mentioned strategies,

1. To make strategic Plan of Action for Week.

2. Taking timely reviews on my performances from my manager.

3. To find out Weak Areas and to apply the improvements (training, motivation etc.)

4. To make sure that I'll never fall in PIP.

5. Using the Strengths in best manner.

6. Spread my knowledge among our team to generate more revenue.

Goals for next year

CapitalVia Global Research Limited

7. To be the Achiever of Month within 2 months.

8. In April'15 want to be Team Leader handling 5 BAs.

9. To increase the RPH on monthly basis to qualify International Trip.

10. Get Selected in SET team & help in sharing my views/ideas to be

implemented towards the achievement of company's Vision/Mission.

11. To Focus more on Business Development through Customer

Satisfaction.

Q&A

CapitalVia Global Research Limited