0 XP
XP Accumulation
0%
Checklist Done
0 / 12
Badges Earned
Rookie Advisor
0 / 50 XP
My Badge Wall
📞 Joint Call Tracker (Weeks 2-4) Buddy: 0/10 | BH: 0/5 | BCO: 0/2
Target by T+30: 10 Buddy calls, 5 Branch Head (BH) calls, 2 Branch Credit Officer (BCO) calls.
| Date | Role | Customer Name | Outcome | Learning / Feedback |
|---|
📂 File Logging & Leads (T0 to T+45) Leads: 0/150 | Disbursals: 0/3
Target: Minimum 150 leads generated and 3 files disbursed by T+45.
Active Leads & Logging
| Date | Customer Name | Product | Amount | Status | Disburse File |
|---|
✅ Files Disbursed
| Date | Customer Name | Product | Amount | Status |
|---|
🤝 Networking Tracker Internal: 0/10 | Community: 0/20
Targets: Meet 10 internal colleagues across functions in first 30 days. Meet 20 community/client leads in the field.
| Type | Name | Role / Occupation | Contact / Area | Notes / Follow-up |
|---|
Profile
Section 02 | Personal Goal-Setting Framework
Element
Goal 1
Goal 2
Goal 3
S - Specific
M - Measurable
A - Achievable
R - Relevant
T - Time-bound
Section 04 & 07 | Onboarding Reflections
💬 Remarks from Management
No remarks yet.