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KRA

The document outlines a self-assessment with ratings across various categories, highlighting strong performance in monthly reports and client analysis, while noting a focus on a specific client for business development. Strengths include analytical skills and relationship building, while communication is identified as a weakness. The individual expresses a desire to become a Relationship Manager due to market opportunities and aims to enhance their skills over the next two years by acquiring clients and supporting them through market fluctuations.

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3 views1 page

KRA

The document outlines a self-assessment with ratings across various categories, highlighting strong performance in monthly reports and client analysis, while noting a focus on a specific client for business development. Strengths include analytical skills and relationship building, while communication is identified as a weakness. The individual expresses a desire to become a Relationship Manager due to market opportunities and aims to enhance their skills over the next two years by acquiring clients and supporting them through market fluctuations.

Uploaded by

wanaqhq
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

KRA -I have given 4.75.

For the Monthly Report and transaction category, I have given myself a rating of 5. This is because I have
consistently over 90% efficiency and accuracy in that.
For O1 and O2, 5. I have made for all 31 clients in categories such as Balance Sheet analysis (with and without
real estate), mutual fund realignment, planning for PMS realignment, regular stock analysis, insurance and
mutual fund audits, tax expenditure analysis, and leveraging structured products in special scenarios.
For Business Development, rating of 2. Currently, my focus has been primarily on George's client, handling
operational and analytical tasks.
For Meeting given 5 as attended almost all the meetings.
Training 4 Due to lot of operational activities not attended some meetings
2 - Strengths:
Strong analytical skills: I have the ability to analyze financial situations and develop tailored investment
strategies based on clients' unique needs and goals.
Relationship building: I prioritize building long-term relationships with georges clients, earning their trust.
Adaptability: I can adapt my approach to different client profiles, whether they are high-net-worth individuals,
young investors, or those nearing retirement.
3 - Weaknesses:
One area where I recognize a weakness in my skill set is communication. I acknowledge that I need to
improve.
4 - Want to Become RM? WHY?
Yes I want to become RM, If we see the indian market, lesser financial literacy, only 2 % are proactively
investing and Average investment return Is 6.2% only & growth of MF Industry is immence and lastly
compensation is also good.
8 - Learning of 1 year and further 1 year:
understanding various kind of Analysis
understanding types of product
difference betwwen strategies and product
further 1 year
1 – developing my business trying to acquire 1-2 clients
And Handling the client emotional journey in different market scenearios. Because selected product and
having startyegy is one thing and supporing a client through things which are not in our hands like market
movements is what I want to learn

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