Zonal Manager Report Format

Sr. Particular Remark

NO

1 Name of the Branch Ambad Br

2 Number of staff working at branch BM-01, Assistant Manager 01, Assistant-02

Office Assitant-01
3 Date and Time of the visit 07/10/2021 Time-12.45

4 Performance grade of last month performance B

Commitment given by branch in charge in last month. This No

A month-8 Loan files will be proceeds in next month NPA
reduced Deposit & Casa, NPA Target completed,

B Actual Performance No

5 Number visits made by zonal manager by customer 0

Opinion of zonal manager about efforts taken by branch Visits to prospective customers done by BM
6
head and other staff. & Staff

7 Record verification of meeting taken by branch manager. No record Found

8 Remark of zonal manager about customer service related NO complaints

issues at branch.

Remark of zonal manager about timely submission of Stat.Audit-30/09/2021 com-not done

control report by branch Concurrent audit -02/09/2021 submit on
9
09/09/2021 quarterly audit report received
20/09/2021 Compliance done -24/09/2021

Serious deficiencies observed if any Tlhyp -289 katare Shridhar insurance due
dt-28/02/2021 till date insurance not
10 updated

Zonal Manager General Manager

Date:
 The Nashik Merchant Co-op Bank Ltd, Nashik
Branch: Ambad
Marketing efforts sheet of Sep 2021 Month
Leads
Generated
Action
Name of the Total
Sr.NO Dep. Adv CASA taken by Zone Manager Remark
Staff leads
B.M

Jain
01 13
Gautam

02 Bhalerao 01
Rekha

03 Kothari 01
Prakash

04 Satpute 02
Kiran

05 Jadhav 10
Ranu

Total 27