BIJOCAP FINVEST

THE BIJO COMPANY

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PROCESS

    Associate ID

    Senior Code

    Associate Name

    Contact Number

    Email ID

    Reporting Point Code

    Reporting Point Location

    Master Review:

    AAF Filled & Submitted

    KYC Submitted

    Prospect-50 Submitted

    Appointment Letter Received / MOU Dually Signed

    Level Goalsheet Understand

    Business Kit Received / Not Applicable

    Email ID Received / Not Applicable

    ID Card Received / Not Applicable

    Visiting Card Received / Not Applicable

    Anything Else

    PLANING OF DAY

      Associate ID

      Master ID

      Recruitment

      Activation

      Business

      Note : Check-in should be before 10.00 am, after the time set by system there will be no counting of attendance, If a Member fail to mark check-in then there will be no check-in and check-out counted means absent for the day whether login happened or not.

      Note : POD submission time is 9AM to 10AM* If POD not mark COD will not consider.

      CLOSING OF DAY

        Associate ID

        Master ID

        Recruitment

        Activation

        Business

        Note : Check-Out should be before 07.00 pm, after the time set by system there will be no counting of attendance, if a member fail to mark check-out then it would be half day for the day.

        Note : COD submission time is 6PM to 7PM* If POD not mark COD will not consider.

        Daily Activity Report

          Associate ID

          Master ID

          Recruitment 1

          Recruitment 2

          Activation 1

          Activation 2

          Business 1

          Business 2

          Daily Closer Report

            Associate ID

            Master ID

            Service Point

            Login Date

            Prospect Name / Corporate Name

            Client Name

            Mobile Number

            Email ID

            Verification

            Generated ID / Application ID

            KIT

            Onboarding

              Associate ID

              Senior Code

              Associate Name

              Contact Number

              Email ID

              Reporting Point Code

              Reporting Point Location

              Master Review:

              AAF Filled & Submitted

              KYC Submitted

              Prospect-50 Submitted

              Appointment Letter Received / MOU Dually Signed

              Level Goalsheet Understand

              Business Kit Received / Not Applicable

              Email ID Received / Not Applicable

              ID Card Received / Not Applicable

              Visiting Card Received / Not Applicable

              Anything Else

              Reporting

              CLOSURE

                Associate ID

                Master ID

                Service Point

                Login Date

                Prospect Name / Corporate Name

                Client Name

                Mobile Number

                Email ID

                Verification

                Generated ID / Application ID

                KIT

                Review

























                  Level up

                    Associate ID

                    Master ID

                    Associate Name

                    Assessment For

                    Master Review:

                    Punctuality

                    Behavior

                    Conversation

                    Attitude

                    Performance

                    Leadership

                    HRD Review:

                    Punctuality

                    Behavior

                    Conversation

                    Attitude

                    Performance

                    Leadership

                    Board Review:

                    Punctuality

                    Behavior

                    Conversation

                    Attitude

                    Performance

                    Leadership

                    Total Target

                    Total Achievement

                    Total Points Gain

                    Promotion Approved

                    Increment Approved

                    Promotion & Increment Approved

                    HR Managing Director Remarks:

                    EXIT

                      Associate ID

                      Master ID

                      Associate Name

                      Enclosers

                      Emergency Contact No.

                      E mail ID

                      Introducer Remarks

                      Concerned Department Officer Remarks

                      HR Department Officer Remarks

                      Material Box

                      Study Material

                      Life Insurance

                      Fraud Awareness

                      Saving & investment

                      Motor Insurance

                      General Insurance

                      Health Insurance

                      Group Insurance

                      Capital Market

                      Commodities Market

                      Securities Market

                      Derivative Market

                      Mutual Fund

                      Portfolio Management Service

                      Wealth Management Service

                      Anti-Money Laundering

                      Reinsurance

                      Agricultural Insurance

                      Marine Insurance

                      Fire insurance

                      Miscellaneous insurance

                      Personal Accident Insurance

                      Workers Compensation Coverage

                      Career Guide BCS

                      Career Guide BFPL

                      Raksha Kavach

                      Declarations

                      Associate Registration Form

                      Client Registration Form

                      Company ID Card Application

                      Bank Account Update Application

                      Financial Need Application

                      Insurance Policy User Subscription Application

                      Insurance Policy Surrender Application

                      Saving Fund Contribution Withdrawal Application

                      Internal Stake Fund Transfer Application

                      Lot / Units list transfer attachment Sheet

                      Term Partnership Capital Funding Letter

                      Term Partnership Capital Funding Exit Application

                      Internal Stake Fund Withdrawal Application

                      License and Forms

                      Company Pan Card

                      Company Udyam Certificate

                      Company Gumasta License

                      Company Incorporation Certificate

                      Company KYC Certificate

                      Company Tax Account Number

                      Company ROC Certificate

                      Company ISO Certificate

                      Company Certificate of Recognition

                      Company BSE Certificate

                      Company NSE Certificate

                      POS 1 Certificate

                      POS 2 Certificate

                      POS 3 Certificate

                      POS 4 Certificate

                      Request

                        Associate Code

                        Senior Code

                        Associate Name

                        Reporting Point Code

                        Reporting Point Location

                        Request For:

                        ID Card

                        Visiting Card

                        QTY

                        E-Mail ID

                        Diary

                        QTY

                        Planner

                        QTY

                        Bag-Pack

                        QTY

                        TAB

                        Code

                        Laptop

                        Code

                        Desktop

                        Code

                        CAP

                        QTY

                        T-Shirt

                        QTY

                        Formal Set

                        Code

                        Blazer Set

                        Code

                        Banner

                        Brochures

                        QTY

                        Canopy

                        Code

                        Activity Umbrella

                        Code

                        Umbrella

                        QTY

                        Others (Please Specify)

                        Admin Officer Name

                        Level & Grade

                        HOD Approval

                        SFC

                          Associate ID

                          Senior Code

                          Associate Name

                          Association Date

                          Reporting Point Code

                          Reporting Point Location

                          Saving Fund Contribution Slab

                          Level Set – FIT

                          Employee Contribution

                          Company Contribution

                          Below 70%

                          5% of Base Incentive Payout

                          NIL

                          71% to 100%

                          5% of Base Incentive Payout

                          25% of Employee Contribution

                          101% to 150%

                          5% of Base Incentive Payout

                          50% of Employee Contribution

                          151% to 200%

                          5% of Base Incentive Payout

                          75% of Employee Contribution

                          201% & above

                          5% of Base Incentive Payout

                          100% of Employee Contribution

                          SFC Officier:

                          Name

                          Level and Grade

                          Rating

                            Associate Code

                            Senior Code

                            Associate Name

                            Reporting Point Code

                            Reporting Point Location

                            Rating For (Scroll)

                            Pre-Joining Induction Program

                            Rating

                            Onboarding Process

                            Rating

                            Senior Coordination

                            Rating

                            Product Features

                            Rating

                            System Support

                            Rating

                            After Sales Service

                            Rating

                            Level-UP Parameters

                            Rating

                            Business Target

                            Rating

                            Incentive Structure

                            Rating

                            Point Availability

                            Rating

                            Business Kit

                            Rating

                            System & Process

                            Rating

                            Knowhow Update

                            Rating

                            SFC Policy

                            Rating

                            Others (Please Specify)

                            Rating

                            Others (Please Specify)

                            Rating

                            Admin Officer Name

                            Level & Grade

                            HOD Approval

                            Onboarding

                              Associate ID

                              Senior Code

                              Associate Name

                              Contact Number

                              Email ID

                              Reporting Point Code

                              Reporting Point Location

                              Master Review:

                              AAF Filled & Submitted

                              KYC Submitted

                              Prospect-50 Submitted

                              Appointment Letter Received / MOU Dually Signed

                              Level Goalsheet Understand

                              Business Kit Received / Not Applicable

                              Email ID Received / Not Applicable

                              ID Card Received / Not Applicable

                              Visiting Card Received / Not Applicable

                              Anything Else

                              Reporting

                              CLOSURE

                                Associate ID

                                Master ID

                                Service Point

                                Login Date

                                Prospect Name / Corporate Name

                                Client Name

                                Mobile Number

                                Email ID

                                Verification

                                Generated ID / Application ID

                                KIT

                                Review

























                                  Level up

                                    Associate ID

                                    Master ID

                                    Associate Name

                                    Assessment For

                                    Master Review:

                                    Punctuality

                                    Behavior

                                    Conversation

                                    Attitude

                                    Performance

                                    Leadership

                                    HRD Review:

                                    Punctuality

                                    Behavior

                                    Conversation

                                    Attitude

                                    Performance

                                    Leadership

                                    Board Review:

                                    Punctuality

                                    Behavior

                                    Conversation

                                    Attitude

                                    Performance

                                    Leadership

                                    Total Target

                                    Total Achievement

                                    Total Points Gain

                                    Promotion Approved

                                    Increment Approved

                                    Promotion & Increment Approved

                                    HR Managing Director Remarks:

                                    EXIT

                                      Associate ID

                                      Master ID

                                      Associate Name

                                      Enclosers

                                      Emergency Contact No.

                                      E mail ID

                                      Introducer Remarks

                                      Concerned Department Officer Remarks

                                      HR Department Officer Remarks

                                      Material Box

                                      Study Material

                                      Life Insurance

                                      Fraud Awareness

                                      Saving & investment

                                      Motor Insurance

                                      General Insurance

                                      Health Insurance

                                      Group Insurance

                                      Capital Market

                                      Commodities Market

                                      Securities Market

                                      Derivative Market

                                      Mutual Fund

                                      Portfolio Management Service

                                      Wealth Management Service

                                      Anti-Money Laundering

                                      Reinsurance

                                      Agricultural Insurance

                                      Marine Insurance

                                      Fire insurance

                                      Miscellaneous insurance

                                      Personal Accident Insurance

                                      Workers Compensation Coverage

                                      Career Guide BCS

                                      Career Guide BFPL

                                      Raksha Kavach

                                      Declarations

                                      Associate Registration Form

                                      Client Registration Form

                                      Company ID Card Application

                                      Bank Account Update Application

                                      Financial Need Application

                                      Insurance Policy User Subscription Application

                                      Insurance Policy Surrender Application

                                      Saving Fund Contribution Withdrawal Application

                                      Internal Stake Fund Transfer Application

                                      Lot / Units list transfer attachment Sheet

                                      Term Partnership Capital Funding Letter

                                      Term Partnership Capital Funding Exit Application

                                      Internal Stake Fund Withdrawal Application

                                      License and Forms

                                      Company Pan Card

                                      Company Udyam Certificate

                                      Company Gumasta License

                                      Company Incorporation Certificate

                                      Company KYC Certificate

                                      Company Tax Account Number

                                      Company ROC Certificate

                                      Company ISO Certificate

                                      Company Certificate of Recognition

                                      Company BSE Certificate

                                      Company NSE Certificate

                                      POS 1 Certificate

                                      POS 2 Certificate

                                      POS 3 Certificate

                                      POS 4 Certificate

                                      Request

                                        Associate Code

                                        Senior Code

                                        Associate Name

                                        Reporting Point Code

                                        Reporting Point Location

                                        Request For:

                                        ID Card

                                        Visiting Card

                                        QTY

                                        E-Mail ID

                                        Diary

                                        QTY

                                        Planner

                                        QTY

                                        Bag-Pack

                                        QTY

                                        TAB

                                        Code

                                        Laptop

                                        Code

                                        Desktop

                                        Code

                                        CAP

                                        QTY

                                        T-Shirt

                                        QTY

                                        Formal Set

                                        Code

                                        Blazer Set

                                        Code

                                        Banner

                                        Brochures

                                        QTY

                                        Canopy

                                        Code

                                        Activity Umbrella

                                        Code

                                        Umbrella

                                        QTY

                                        Others (Please Specify)

                                        Admin Officer Name

                                        Level & Grade

                                        HOD Approval

                                        SFC

                                          Associate ID

                                          Senior Code

                                          Associate Name

                                          Association Date

                                          Reporting Point Code

                                          Reporting Point Location

                                          Saving Fund Contribution Slab

                                          Level Set – FIT

                                          Employee Contribution

                                          Company Contribution

                                          Below 70%

                                          5% of Base Incentive Payout

                                          NIL

                                          71% to 100%

                                          5% of Base Incentive Payout

                                          25% of Employee Contribution

                                          101% to 150%

                                          5% of Base Incentive Payout

                                          50% of Employee Contribution

                                          151% to 200%

                                          5% of Base Incentive Payout

                                          75% of Employee Contribution

                                          201% & above

                                          5% of Base Incentive Payout

                                          100% of Employee Contribution

                                          SFC Officier:

                                          Name

                                          Level and Grade

                                          Rating

                                            Associate Code

                                            Senior Code

                                            Associate Name

                                            Reporting Point Code

                                            Reporting Point Location

                                            Rating For (Scroll)

                                            Pre-Joining Induction Program

                                            Rating

                                            Onboarding Process

                                            Rating

                                            Senior Coordination

                                            Rating

                                            Product Features

                                            Rating

                                            System Support

                                            Rating

                                            After Sales Service

                                            Rating

                                            Level-UP Parameters

                                            Rating

                                            Business Target

                                            Rating

                                            Incentive Structure

                                            Rating

                                            Point Availability

                                            Rating

                                            Business Kit

                                            Rating

                                            System & Process

                                            Rating

                                            Knowhow Update

                                            Rating

                                            SFC Policy

                                            Rating

                                            Others (Please Specify)

                                            Rating

                                            Others (Please Specify)

                                            Rating

                                            Admin Officer Name

                                            Level & Grade

                                            HOD Approval

                                            Payment Gateway

                                            Bijocap Finvest

                                            Bank Name: GP Parsik Sahakari Bank Limited

                                            Bank Branch: Nilje ( Dombivali E )

                                            Ac No: 061011300000554

                                            IFSC: PJSB0000059

                                            Bijocap Finvest Pvt Ltd

                                            Bank Name: HDFCΒ  Bank Limited

                                            Bank Branch:Β  Dombivali East

                                            Ac No: 50200071191437

                                            IFSC: HDFC0003783

                                            Goal Planner

                                              Associate ID

                                              Master ID

                                              Associate Name:

                                              Planed Goal

                                              Name of Proposer

                                              Address of Proposer

                                              Date of Birth

                                              Investment Planning

                                              Contact No

                                              Email ID

                                              Plan of Planning:

                                              Planning Tenure

                                              Bank Account Details

                                              Nominee Name:

                                              Address

                                              Date of Birth

                                              Relationship

                                              Contact No

                                              Email ID

                                              Attachment 1

                                              Attachment 2

                                              Attachment 3

                                              Attachment 4

                                              Attachment 5

                                              Attachment 6

                                              Case Factory

                                                Associate ID

                                                Master ID

                                                Associate Name

                                                Case Study

                                                Name of Case Holder

                                                Address of Case Holder

                                                Date of Birth

                                                Conclusion

                                                Contact No

                                                Email ID

                                                Case Details

                                                Case Tenure

                                                Bank Account Details

                                                Nominee Name:

                                                Address

                                                Date of Birth

                                                Relationship

                                                Contact No

                                                Email ID

                                                Attachment 1

                                                Attachment 2

                                                Attachment 3

                                                Attachment 4

                                                Attachment 5

                                                Attachment 6