TOPIC:

ANNUAL CONFIDENTIAL REPORT (ACR)

AND ESSAY EVALUATION
GROUP MEMBERS
KAREEMA CHIKALWALA
BILAL AHMED
KHUNTALA SHAH
ASIF KHWAJA
 CONTENTS
 ACCOUNT OPENNING  STRUCTURE FOR
EVALUATION
 JOB DESCRIPTIONS THROUGH J.D

 REMITTANCE  PERFORMANCE
ASSISTANT STANDARD ON THE
 CASH RECEIPTS BASIS OF
EVALUATION
 INWARD & OUTWARD (Essay evaluation)
CLEARING
 JOB DESCRIPTIONS
 COUNTER SERVICE IN TERM OF ACC
 ACCOUNT OPENNING
• Dealing with account opening, statement
printing, inward and outward cleaning of
local and foreign remittance, Government
securities, cash reserves and cash
payments and all other responsibilities
related to financial dealings.
 JOB DESCRIPTIONS
• Practicing policies while showing problems
and taking decisions at the desk.

• Dealing clients well to resolve their issues.

• Applying managerial skills in compliance

with policy.
 REMITTANCE ASSISTANT
• Monitor incoming passbooks TCD, COIS &
Signature cards for remittance of foreign
subsidiaries.

• Spread daily feedback report on remittance to

foreign branches.

• consider inquiries of clients from foreign

banks via telephone of counter inquiries.
 CASH RECEIPTS
• Maintain up physical records of a ACH and
credit cards maker.

• update daily cash receipt file for all

companies.

• Maintain cash receipt voucher in customer

account.
INWARD & OUTWARD CLEARING

• Ensure to receive outward cheque from all

the indirect clearing branches by verifying
with report in system.

• Give instruction and confirm about cheque

clearing for more than $ 10,000.

• Support concern staff of branch to ensure

well service in cheque clearing operation.
 COUNTER SERVICE
• Ensure to answer queries of customer to
another department.

• Dealing with the complaints of customer.

• Provide information on services to

customer
 STRUCTURE FOR
EVALUATION THROUGH J.D
 PARAMETER
• What employee does well at work?

Behavioral
criteria

Managing
Multitasking Financial
clients
dealings
 PERFORMANCE - STANDARD
THERE ARE TWO STANDARD WHICH ARE DESIRED
BY THE ORGANIZATION OF THE SAME NATURE
•

It will help us to certificates requirements

for candidate

Managing
Client

Financial
It will help us to set design Dealings
requirement
 JOB DESCRIPTION FOR CASH -PAYMENT

• Managing payment, checking accounts

and payment of profit.

• Ensure the payments are made complying

proper method
 PERFORMANCE
STANDARD ON THE BASIS
OF EVALUATION
(Essay evaluation)
1 FOR CSO

What the employee does well work?

Managing
Clients

Behaviors
Multi-
tasking
match with
JD’S
Financial
Dealing
 PERFORMANCE STANDARD

The standard that are required by

different organizations are:

Managing
Clients These two
parameters will
help us in setting
the parameters.
(Requirements and its
Financial comparison)
Dealing
WHAT SKILLS RELATED IMPROVEMENT
DESIGN LOWER SHOULD WORK ON?
2

Hand - On With Performance

standards
Excel
All there are
Advancement In required,
Accounting Skills helpful in
determining
Handling the cost to be
Instructions incurred on
this post
3 DOES THIS EMPLOYEE NEED ANY
SKILLS RELATED WORKSHOP ?

Varies from employee to employer

usually once the employer is ……..
four such post the………Is
committed as training period that
because it is entry based job

No - such trainings are

mentioned in the JD
4

Employee is meeting…. giving

challenges including
managerial services at counter
and account related issues
While making sure the
regulations and followed.
PERFORMANCE STANDARD

These all standards are

found to be meet because
this job is indirect
connected with process

This will help us out in fixing salary for the employee.

5 ARE TASK COMPLETED IN TIME ?

Through evaluation be come to

know that the tasks are
completed in time

To finish-up days duty

FORMATTED
TABLE FOR
JOB
EVALUATION
THROUGH
ESSAY
METHOD
Model for essay
evaluation.docx
MODEL FOR
ESSAY
EVALUATION
 JOB DESCRIPTIONS IN TERM
OF ACC
ACR
QUALITY
WHAT
PRODUCTIVITY ACR
MODEL
JOB
KNOWLEDGE
SAYS

RELIABILITY
 POINTS GIVEN AS UNDER
finishing managerial administrative task in
accordance with regulations to maintain
the quality.
Dealing number of clients and their
financial accounts related issue.
utilizing accounting related knowledge at
work in different job related tasks.
building tasks amongst peers and clients
for smoother flow of work.
• ..
Employee Performance
Evaluation.docx

EMPLOYEE PERFORMANCE
EVALUATION