Self-Assessment Form

(Multi State Scheduled Bank) Head Office : “Kalupur Bank Bhavan”, Nr. Income Tax Circle, Ashram Road, Ahmedabad-14. Ph.No. : 079-27582020 to 27582026, Fax : 079-27544450 Self-Assessment Name: VISHALKUMAR MAHESHBHAI PATEL EMP No: 1550 Dt of Joining: 04/09/2020 Branch: KALUPUR (CHOKHA BAZAR) List no of Branches if Transferred: 1. What Skill/Knowledge you have gathered during on the job training? (Describe in detail about various assigned jobs/work handled & knowledge gained) I Have gained knowledge of all the front desk tasks (ie:-NEFT-RTGS, Transfer,Out word clearing CPC and Account Operations ,Unclaimed Account Activation, RD and FD Opening and Closer, Cash Payment, Cash Receipt, CASH operations, Nominal Members Management, Cash filling in ATM, ATM cash management, ATM issue to customer, Chequebook issue, DD issue and printing, Passbook printing, Vehicle Loan, Housing Loan, Loan against FD, FDOD Loan, Prepare an applications of Due limits for Renewal, Insurance Policy updation, internet Banking, Mobile Banking, ASBA, E-Tax, Demat, Stamp Franking machine all operations, Payment Gateway, Unclaimed Account Process, and I have improved Communication skill while solving customer problems. 2. Are you fully conversant with rules, schemes, process and circulars? Please narrate ways to improve process and turnaround time. (TAT) (Minimum 5) Although I am fully conversant with Rules , Schemes, Process and Circulars which are related to my day to day work , My suggestions for improve is we can give better service to customers and solve their problems by mitigating network issues which are faced many times. Also we can update our Net banking Facility and make it user friendly so that Customers can use it without any hassle. We can also upgrade our mobile banking facility app by adding more features like generating yearly statement along with monthly statement . 3. Have you faced any problems or difficulties during on the job training or were not able to get exposure of certain work /dept. NO, at present I haven't any problem, I enjoyed my duty but There were lot of challenges initially that were faced by me as I had no prior experience of banking industry before joining this bank. But eventually I overcome it with support and guidance of senior staff members. 4. Suggest us how your training can be further improved for overall development?(Minimum 5) I suggest to provide induction training at HO along with practical knowledge of our products. And we have to need develop a replica software of finnacle for Training purpose. And we may use an interactive audio visual modules for Training. Also We can recommend for a project submission on various topics to all new joining Staff Members to get a fair idea of our banking products.

(Multi State Scheduled Bank) Head Office : “Kalupur Bank Bhavan”, Nr. Income Tax Circle, Ashram Road, Ahmedabad-14. Ph.No. : 079-27582020 to 27582026, Fax : 079-27544450 5. What initiatives you have taken in bringing business for bank especially services like CASA/ Debit card/Mobile banking /Stamp Franking/ Demat accounts/Locker allotments/loan/recurring etc Narrate noticeable achievements. (In No's) SAVING A/C CURRENT A/C FD/RD LOAN OTHER PRODUCT 20 8 6 - - 6. Which area of Banking do you find enjoying while on the job training /working? (Mention Minimum 3) Viz. Deposits, CASA, Cash, other operations, Credit, Recovery, Marketing services) in order preference (1) Advances :- Retail Loan (ie; Car loan, Housing loan)etc. (2) CASH :- All Cash Operations (3) All Remittance Services :- ie; NEFT-RTGS,Transfer, Outword Clearing ,Cheque book issue, internet and mobile Banking. (4) CASA : CPC 7. Suggestions for development of Bank's business /customer service etc.? (Minimum 5) By focus on our Payment Gateway we can engage more business firm and it will be more effective way to acquire new business from them and through this mode we may implement FASTAG business easily. By doing more customers awareness initiatives we can aware them regarding various facilities and products using social media like Facebook Market Place, Instagram Business Profile page, Whatspp Business tap to respond facility etc. We also need to give Advertisement in News paper and digital marketing of our products and provide door to door step services. 8. What you have learned so far pertaining to Advances Dept. / Marketing aspects etc.? I have worked on Retail loan like Car loan, Housing loan and also have working on Personal loan, Education loan, loan against FD and FDOD Loans. I am learning many other advances products to gain my knowledge. Other Suggestion if any: yes I have one suggestion for our HR department because our HR department is very active in nature so I suggest that we have use social media for staff members group and our all the activities share in this group like facebook's workplace. Signature of Employee: Signature of Branch Manager/HOD : Date:18/08/2021

(Multi State Scheduled Bank) Head Office : “Kalupur Bank Bhavan”, Nr. Income Tax Circle, Ashram Road, Ahmedabad-14. Ph.No. : 079-27582020 to 27582026, Fax : 079-27544450 Name: VISHALKUMAR MAHESHBHAI PATEL EMP No: 1550 Dt of Joining: 04/09/2020 Branch: KALUPUR ( CHOKHA BAZAR) List no of Branches if Transferred: Practical work done at Branch Level PART- I (Banking Opreations) Sr Activities YES/ NO (If NO Please give reasons in details) .no 1 Out Ward Clearing YES 2 Customer Inquiry and Query Handling YES 3 Transfer YES 4 NEFT / RTGS YES 5 Demand Draft/Pay Order YES 6 Opening of Saving/Current/Recurring A/cs YES 7 Opening of Term Deposits A/cs YES Term Deposits Renew/Closure/Premature Clo- YES 8 sure/Back dated Renewal 9 Cheque Book Issuance/Single Cheque issue YES 10 Passbook printing / Statement 11 Dormant / Inoperative A/cs YES 12 KYC in different Types of A/cs YES YES 13 Locker A/c open I haven't knowledge regarding Locker be- 14 Different Types of Registers and Forms NO cause in kalupur branch Locker Facility is not available. YES

(Multi State Scheduled Bank) Head Office : “Kalupur Bank Bhavan”, Nr. Income Tax Circle, Ashram Road, Ahmedabad-14. Ph.No. : 079-27582020 to 27582026, Fax : 079-27544450 15 Stop Payments procedure YES Knowledge of Digital Banking Platform (Mobile YES 16 banking,View Only KCCB,Net Banking) 17 Standing Instruction registration NO Haven't work on this. 18 Cash Payments/Receipt YES 19 NRE / NRO A/Cs NO Haven't work on this. YES 20 A/C close and other YES 21 Demat YES 22 E-tax YES Follow Up for (I) Minor to Major YES 23 (ii)Matured Fixed Deposit YES (iii) Dormant to Active Account YES (iv)Pending Cheque Book,FDR,ATM follow up 24 ATM Cash refilling 25 CPC A/C Opening entry Details of Marketing calls as per Marketing 26 Module (inhouse call)

(Multi State Scheduled Bank) Head Office : “Kalupur Bank Bhavan”, Nr. Income Tax Circle, Ashram Road, Ahmedabad-14. Ph.No. : 079-27582020 to 27582026, Fax : 079-27544450 PART- II (Advances) Sr YES/ NO (If NO Please give reasons in details) Activities (Part/full) .no 1 Housing Loan YES 2 Vehicle Loan YES 3 Education Loan NO But working on this. 4 Personal Loan YES Loan against Fixed Deposit and Loan against YES NO Haven't work on this. 5 Fixed Deposit Over Draft 6 Machinery Loan 7 Un Secured Loan NO Haven't work on this. 8 Secured Loan NO Haven't work on this. 9 Loan Against Govt. Security/C.C NO Haven't work on this. 10 Loan against Share Pledge/C.C NO Haven't work on this. 11 House Hold Loan etc. NO Haven't work on this. 12 Share pledge cc NO Haven't work on this. 13 Hypothecation YES 14 Pledge NO Haven't work on this. 15 Book debts YES 16 Un secured cash credit NO Haven't work on this. 17 Doctor Mitra NO Haven't work on this. 18 VeparMitra NO Haven't work on this.

(Multi State Scheduled Bank) Head Office : “Kalupur Bank Bhavan”, Nr. Income Tax Circle, Ashram Road, Ahmedabad-14. Ph.No. : 079-27582020 to 27582026, Fax : 079-27544450 Hypo stock,Book debt stock & Book YES 19 debt,Weaker section/Micro credit. Stock Inspection and Stock Statement/Stock YES 20 checking 21 Book debt statement YES 22 Property Mortgage NO Haven't work on this. 23 Property visit YES 24 Loan against Property (LAP) NO Signature of Employee: Signature of Branch Manager/HOD : Date: