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.