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    Angul Branch Visit Report Format April 2017

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    soumyaranjan pattashani
    The branch visit report summarizes Soumyaranjan Pattashani's visit to the Angul branch on April 4-14, 2017. Several Self Help Group meetings were observed, with some starting on time and others late. Account books were verified but some registers were not fully updated. Staff feedback was positive after discussions. Operations and targets were reported as good, though some product knowledge and process training was still needed. Suggestions included providing average incentives to staff to prevent attrition issues that could impact recovery.

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    Angul Branch Visit Report Format April 2017

    Uploaded by

    soumyaranjan pattashani
    2K views9 pages
    The branch visit report summarizes Soumyaranjan Pattashani's visit to the Angul branch on April 4-14, 2017. Several Self Help Group meetings were observed, with some starting on time and others late. Account books were verified but some registers were not fully updated. Staff feedback was positive after discussions. Operations and targets were reported as good, though some product knowledge and process training was still needed. Suggestions included providing average incentives to staff to prevent attrition issues that could impact recovery.

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    The branch visit report summarizes Soumyaranjan Pattashani's visit to the Angul branch on April 4-14, 2017. Several Self Help Group meetings were observed, with some starting on time and others late. Account books were verified but some registers were not fully updated. Staff feedback was positive after discussions. Operations and targets were reported as good, though some product knowledge and process training was still needed. Suggestions included providing average incentives to staff to prevent attrition issues that could impact recovery.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    2K views9 pages

    Angul Branch Visit Report Format April 2017

    Uploaded by

    soumyaranjan pattashani
    The branch visit report summarizes Soumyaranjan Pattashani's visit to the Angul branch on April 4-14, 2017. Several Self Help Group meetings were observed, with some starting on time and others late. Account books were verified but some registers were not fully updated. Staff feedback was positive after discussions. Operations and targets were reported as good, though some product knowledge and process training was still needed. Suggestions included providing average incentives to staff to prevent attrition issues that could impact recovery.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
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    The visit report highlighted several issues like center meetings not being conducted on time, repayment problems, and staff dissatisfaction with low incentives. It also noted some good work being done.

    Issues observed included center meetings not being held due to local festivals, repayment problems at some centers, poor member attendance, and inconsistencies in account entries.

    Suggestions provided included following up with members to collect installments, planning average incentives and OD collection incentives for staff to reduce attrition, and clearly updating registers.

    BRANCH VISIT REPORT

    Branch Name Angul


    Visited by Soumyaranjan Pattashani
    Designation CM

    Operations
    S.No Name of the SHG Meetings Meeting started
    correct time (Yes/No)

    1 Similichui-c1 NO
    2 Badatalamula-c1 NO
    3 Kurumicha-c1 NO
    4 Bausapokhari-c1 NO
    5 Pokatunga-c5 NO
    6 Pokatunga-c2 NO
    7 Dhukuta-c1 NO
    8 Hulursingha-c2 YES
    9 Khalari-c4 YES
    10 Gadeimunda-c1 YES
    11 Pokatunga-c7 YES

    Back office (If any disbursement


    S.No Name of SHG Meetings No of clients

    1
    2

    Accounts
    S.No Particulars Verified thru MicroXtend ,Bank statement
    with Supporting vouchers

    1 Cash book (Loans) obdet


    2 Cash book (Petty Cash) Not obdet
    Accounts
    S.No Particulars Bank Balance

    1 Cash book (Loans) 13618


    2 Cash book (Petty Cash) 0

    S.No All Registers updated as on date Comments


    Yes/No

    1 No
    HR
    S.No Issues any staff salaries/Incentives Comments

    1 No
    Feed back discussion with
    S.No Observation discussed with staffs After discussion staffs
    response(Poor/Good/Excellent)

    1 Yes good
    RBL bank related wor
    S.No Training done on bank documents No of SHG's
    descrepencis pending
    at Branch level ( As
    on date)

    1 Already done
    Evening field observati
    S.No Attended Name of the village

    Nuahata,Dhukuta,pok
    1 LUC atunga
    Feed back discussion with staffs after com
    S.No Observation discussed with staffs After discussion staffs
    (Yes/No) response(Poor/Good/Excellent)
    1 Yes Good

    Department wise issu


    S.No Operations /Target vs acheivment HR&Admin

    1 Good
    Other any suggestions/required support from he

    31st March actual cash deposited 225250 but RS-160 not entry so thi
    /

    Date of visit
    From To
    04/05/2017 14/4/2017

    Operations
    No of member's Pass books updated as Our product
    present and absent on date knowledge

    4 Yes Yes
    5 Yes NO
    6 Yes NO
    2 yes NO
    15 yes NO
    0 yes NO
    0 Yes NO
    15 YES YES
    4 Yes YES
    8 yes YES
    1 yes YES

    e (If any disbursement in that day)


    Given Repayment Collected correct Our product
    schedule to all amount of loan fee& knowledge
    members Insurance fee

    Accounts
    ru MicroXtend ,Bank statement Period
    th Supporting vouchers

    obdet April
    Not obdet April
    Accounts
    Cash Balance Denomination Tallied Shortfall
    (Yes/No) amount

    Nill Yes 0
    5457 Yes 0

    All files available Comments Policies and


    Manual
    available

    Yes
    HR
    Indemnity bonds Comments Vehicle
    available all staffs Insurance with
    helmets

    Yes Yes
    d back discussion with staffs
    After discussion staffs Feed back from staffs
    onse(Poor/Good/Excellent)

    good
    RBL bank related works
    No of SHG issues have No of SHG's pending descrepencies
    been resolved

    Evening field observations


    Staff Name Process delivered perfectly

    Parthasarhi samal Yes


    n with staffs after completion of evening field
    After discussion staffs Feed back from staffs
    onse(Poor/Good/Excellent)
    Good staff Are Dis-satisfied due to low
    Incentive

    Department wise issues


    IT Accounts Process Training

    one tab Required yes


    uired support from head office/any other comments

    sited 225250 but RS-160 not entry so this amount update in 07 April 2017.
    Observations

    center meeting not conduct duie local festival


    center meeting not conduct

    Repayment problem center


    yment problem center after 4 hr collect their installment
    Od center follow up & collect 5 member installment
    Od center follow up & collect 5 member installment
    GOOD
    Member attendance is very poor
    Repayment problem center
    Cenetr meeting not conduct

    Observations

    any observations

    ongly entry in Asngul branch A/c-38000 & RS 160 not entry in deposit time
    2nd key holder signature NA
    Remarks

    Available in cheque-262897 to
    262900 total-4pic

    Comments

    OD Register not cleairly update

    Comments

    any suggestion/Support
    required from HO

    Comments

    Observations

    OD Collection & Special meeting


    ening field
    any suggestion/Support
    required from HO
    Kindly Plan Some Avarage
    incentive & OD Collection
    Incentive for staffs.other wise
    staffs retrenchment trend will
    increse & heavy recovery
    Banking
    problem may arise in near
    Future.

    other comments

    pril 2017.

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