Bank of India Clerks given Targets to enroll customers in PMJJBY and PMSBY Schemes

Bank of India Zonal Manager Ujjain has given targets to Award Staff – Clerks and Sub-staff to enroll customers in PMJJBY and PMSBY schemes. The letter says:

The performance of our bank, as well as our zone, under Pradhan Mantri Jeevan Jyoti Bima Yojna (PMJJBY) and Pradhan Mantri Suraksha Bima Yojna (PMSBY), is not satisfactory, and we are far behind the allotted target for FY 2024-25. Hence, it has been decided by top management to launch a special campaign to engage all Award Staffs, i.e., Sub-staffs and Customer Service Associates, to maximize enrollments under PMJJBY and PMSBY from 07.01.2025 to 31.01.2025.

Campaign Details:

• Campaign Period: 07.01.2025 to 31.01.2025
• Minimum Target to be Achieved:
  • PMJJBY: 50 per staff
  • PMSBY: 100 per staff

Top Performers:

The top 03 performers in each category will be suitably awarded/felicitated at a suitable forum.

Instructions:

1. Please engage all Award Staffs of your branch in the campaign to achieve the desired result and ensure the grand success of the campaign.
2. The Branch Manager will maintain a proper record of the performance of each Award Staff during the campaign period.
3. Kindly bring the contents of this memorandum to the notice of all Award Staff members and ensure their acknowledgment is kept on record.

What are the duties of Clerks related to Marketing as per 12th BPS?

The 12th BPS added a lot of new duties for Clerks. The duties of Clerks related to Marketing are as follows:

• Customer Service Associate may be utilized for acquisition of new business, marketing, guiding the customers about digital/other banking products/loan products within office hours and without any assigned targets.
• Banks may utilise CSAs in exclusive marketing work/team/ department outside the Branch / Office by providing guidelines. Facilities like reimbursement of conveyance expenses (other than provided in clause 16)/petrol charges, out of pocket expenses, mobile phone bills upto a prescribed ceiling per month, lunch expenses, entertainment expenses, vehicle parking charges, etc. wherever required may be decided at each Bank level.
• (Banks may evolve proper guidelines for selecting staff for this exclusive marketing work based on defined criteria, suitability, product knowledge, aptitude, special qualifications on marketing, etc.

• Click here to read duties of Clerks as per 12th BPS
• Click here to read duties of Sub-Staff as per 12th BPS