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  • Self Assessment Form 2

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    ijeokereafor
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    This self-assessment form from Optiva Capital requires relationship managers to provide details of their prospecting activities from January to April 2023, including the number of branch and head office prospects visited, prospects that visited the branch office, number of sales, and clients sold to. The evaluator will provide remarks to assess their performance.

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    SELF ASSESSMENT FORM 2

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    This self-assessment form from Optiva Capital requires relationship managers to provide details of their prospecting activities from January to April 2023, including the number of branch and head office prospects visited, prospects that visited the branch office, number of sales, and clients sold to. The evaluator will provide remarks to assess their performance.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    3 views1 page

    Self Assessment Form 2

    Uploaded by

    ijeokereafor
    This self-assessment form from Optiva Capital requires relationship managers to provide details of their prospecting activities from January to April 2023, including the number of branch and head office prospects visited, prospects that visited the branch office, number of sales, and clients sold to. The evaluator will provide remarks to assess their performance.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    SELF ASSESSMENT FORM (JAN-APRIL 2023)

    OPTIVA CAPITAL
    COMPULSORY FOR ALL STAFF OF THE RELATIONSHIP MANAGEMENT GROUP
    Partners
    OPT NO: NAME: BRANCH: RESUMPTION DATE:

    NO OF NAME & PHONE NUMBER OF


    NO OF HEAD
    NAME & PHONE NUMBER OF PROSPECTS BRANCH
    PERIOD OFFICE PROSPECTS THAT VISITED THE NUMBER OF SALES NAME & NO OF CLIENTS SOLD TO
    PROSPECTS THAT VISITED THE HEAD OFFICE OFFICE
    PROSPECTS BRANCH OFFICE

    JANUARY 2023

    FEBRUARY 2023

    MARCH 2023

    APRIL 2023

    FOR OFFICIAL PURPOSES ONLY


    EVALUATOR'S REMARKS:

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