Evaluation Form
E_Code
E_Name
Division
Personal Information Team
Part
Grade
Head/Team Member
Level 1 (E_Code/Name)
Evaluator
Level 2 (E_Code/Name)
KRA
Level 1 Evaluation
Attitude
Teamwork
Leadership (If applicable)
Comment (if any)
Total
KRA
Attitude
Teamwork
Level 2 Evaluation
Leadership (If applicable)
Comment (if any)
Total
Promotion Recommendation
Level 1 & 2 Avg Score
Score
Final Evaluation (CEO) Promo.
Comment (if any)
362
Reena Jadhav
Digital Team
Quality
NA
Manager
Team Member
110
102
Description/Comments
1. Have achieved 100% audit targets for every month – average audit
for 11 months is 275
2. Total Fatal given was 210
3. All fatal were covered with one-on-one feedback along with BQ
sessions
4. Calibration along with call listening sessions were conducted with TLs
and agents on monthly basis
5. Several analyses done like Call Disconnection, Hold Analysis, Junk
Tagging Analysis, Invalid Call Transfer Analysis and Short Call Analysis.
6. Monthly PKTs along with Surprise test were conducted on floor.
7. Various process related suggestions given like –
• Email Observation shared on Different Drafts used for same query
• Suggestions shared to give interim response on email where TAT was
breached if a query is in Open status and client has written subsequent
emails asking for status then an interim response should be sent to client.
• F&O Segment Activation- Modification Required - supporting
documents that are mentioned did not specify all the conditions required
for successful approval regarding the documents.
• Observation for CE team - Client interaction history not checked
• Hygiene Issue - Inbound calling highlighted – No response was given
from agent’s end and call was disconnected
• Error in F&O Segment Activation - highlighted post onboarding also
client was facing error in F&O activation
• Funds Withdrawal Status not updated in Approd - issue highlighted
• Bank Modification charges reflected on web - highlighted to Jay and
correction made on web/app
• Senior Call Back Process raised for CE team
• IPO Application Process - competitor analysis shared to Jay
8. Worked on CMS and On Screen FAQs and also updated the same
9. Have done Mystery callings for CE team.
10. Reviewed BOT responses
Have demonstrated a proactive can do attitude in tasks and interactions.
Have showed willingness to learn and accept constructive feedback.
Have a solution oriented mindset
Contributed to achieve team goals. Participated actively in team
discussions and projects. Have shared knowledge and assist team
members.
Have provided timely updates on task and responsibilities given.
Daily tracking of team's performance and targets achieved.
Encouraged team to work and plan the day to meet their targets on daily
basis.
Given feedbacks to team wherever it was required.
Would want to improve individual and team productivity by setting clear
expectations and helping with the requirements.
Would want to upskill my knowledge and work performance to stay
updated with industry trends and practices and demonstrate the same in
projects and task assigned.
Description/Comments
No
3.8
362
a Jadhav
al Team
ality
NA
nager
Member
110
102
Points
5
3
3.8
Points
-
-
-
N.A.
-
-
No
3.8
Yes
No
