Sales Customer Service
Resume:
APPLICATION FORM FOR
(CUSTOMER SERVICE POINT-CSP)
1.Location (Village / Town) - Location, District State, PIN 2. Name (IN BLOCK LETTERS) - 3. Father’s / Husband’s Name - 4. Date of Birth & Age - 5. Gender (Please Tick) - Male Female 6. Marital Status (Please Tick) - Married Unmarried 7. Education (Please Tick) - Class X Class XII Graduate Post Graduate and above 8. Permanent Address - Mohalla/Village Post Tehsil District State Pin Code
9. Communication Address - Mohalla/Village Post Tehsil District State Pin Code
10. Telephone No. (With STD Code) – Residence Office Mobile
11. Email ID – If any - 12. Currently Banking with (Bank) - 13. Bank Account Number, if any - 14. Cheque Facility (Please Tick)- Available Not Available 15. *Proof of Name (Please Tick) - Driving License PAN Card Voter’s ID Card Passport
16. (a) *Proof of address (Please Tick) - Electricity Bill (Latest) NSC (Copy) Telephone Bill (Latest) LIC Policy (Copy)
Letter from Landlord Gas Connection
16. (b) Pan NO.
17. Present Business / Occupation, if any 18. Computer Literacy - Yes No.
19. If yes, nature of qualification 20. If you already own a business or are working your revenue / income per month including pension if any is Less than Rs. 5000 – Rs. 1000 Rs. 10000 – Rs. 20000 Rs. 20000 – Rs. 30000 More than Rs. 30000
(Please enclose copy of I.T. Return / pension payment certificate) 21. Do You have any experience in selling financial products? If yes, give details. 22. Language known (say fluent / not so fluent)
Read Write Speak
23. No. of years of stay in the town / village In town In Village 24. Do you have any police records? If yes, give details. 25. Name, address and occupation: Of two people to whom reference can be made. 26. Political Affiliation, if any: - 27. Default if any to Banks / Financial Institutions: - 28. Infrastructure available: (Office, area, location, computer, Internet, Tel No, etc) :- 29. Name of the office from which retired. :- 30. Position at the time of retirement. :-
(Plz. give brief of various positions held and role) 31 Any disciplinary action taken against you while in service
(if Yes, please give details. Please enclose a certificate of Conduct from your last the employer) 32. Particulars of liabilities: - 33. Particulars of movable property and Investment. :- 34. Particulars of Immovable property. :- Land, Village Survey/PattaNo., Area 35. Are you willing to invest in the POS/Kiosk machine and other equipment required for carrying out transactions as CSP / KO of Business Correspondents? 36. What is the cash balance you are ready to invest for making cash payments / receipt of deposits as Business Correspondent?
I certify that the above information is true to the best of my knowledge and belief. Date :-
Place :-
Signature of the Applicant
SCORING SHEET FOR CUSTOMER SERVICES POINT / SUB-AGENTS/FRANCHISEE Name of the Applicant: - Category of Applicant: - Part - A - Quantitative Assessment
Sr.
No.
Parameter Criteria Marks Max.
Marks
Marks
Scored
1 Office A
i) Non-residential
ii) Residential
iii) i/ Located at central place/prominent place at the centre
ii) Located elsewhere at the centre
5
2
5
2
5
5
2 Employer’s **
certificate submitted
(if employed in past)
i) Satisfactory conduct certificate submitted
ii) ii) Not submitted
2
1
2
3 Opinion Report of
Present Banker
bank
i) Submitted / Acceptable
ii) Not submitted / Not-acceptable
1
0
1
4 References of two
persons known to
bank
i) Submitted / Acceptable
ii) Not submitted / Not-acceptable
1
0
1
5 Distance-area of
operation
i) Distance between the place of business of
VLE& link branch in within 15 Kms.
ii) Beyond 15 Kms to 30 Kms
2
1
2
6 No. of Employees i) More than 1
ii) No. of employees / Self
2
1
2
7 Education i) Graduate and above
ii) 12thClassPass
iii) 10thClassPass
3
2
1
3
8 Infrastructure i) Owned Premises
ii) Rented Premises
2
1
2
9 Exposure to
Rural/Semi-urban
Areas
i) Has worked in rural / semi-urban area
ii) No rural / semi – urban orientation
2
1
2
TOTAL 25
DUE DILIGENCE REPORT
Name of VLE / Sub – Agent.
SL Indicative Parameters Remarks
1 Details of Incorporation
and Directors
2 Details of Management
staff including
qualification experience,
other business activities
financial status etc.
3 Particulars of employee
level expertise.
4 Type of infrastructure
available
5 Financial Position
6 Present business
relationship and their
status
7 Adherence to the
various local rules and
regulation
A Knowledge Marks Score
High Has full formal knowledge and training in
financial products and insight into local
trends. Possesses computer knowledge
5
Medium No formal training in financial products
knowledge and exposure to financial
products and local trends.
3
Low No training or exposure in financial products. No computer knowledge
2
B Willingness
High Is wiling to invest in printing visiting cards, placards. An employee is confident of money
making potential and will work full time as
CSP. Possessing financial ability to invest in
PoS/KIOSK devices and other equipments.
Ability to retain required cash balance at PoS
/ the balance in Current Account.
5
Medium Will invest some effort through self or
employees and scale up if efforts and
profitable, will work part time as CSP. How to
depend partly for outside source for investing
on PoS/KIOSK/Other equipments/security
deposits
3
Low Will invest effort full time personally but is not interested in hiring employees. Financial
resources moderate.
2
C Sales Orientation
High Has experience as an outbound sales person
and will use his/her existing network to sell as
a CSP, knows how to generate contacts and
will telephone them. Fluent in local language.
5
Medium Aware of sales methods like approaching
shops and houses (door to door) & getting
contacts from Reggistrars, Panchayts, affluent
merchants etc. for enrolling customers,
workable knowledge of local language.
3
Low Will approach shops, houses apart form
selling to people approaching him with
enquiries. Lacks fluency in local language.
2
D Scale of Commence
High Deep rooted and strong local rapport 2
Medium Moderate influence in the society 3
Low Limited influence in the society 2
E Experience in handing Cash / Accounts
High Has good experience in handing cash &
keeping of accounts
5
Medium Has some experience in hading cash /
keeping accounts
3
Low Has limited experience in handing cash /
keeping of accounts
2
TOTAL 25
• Minimum Eligible Quantitative Score : 12
APPLICANT SIGNATURE
Contact this candidate