BIJOCAP FINVEST

:

1st May 2025

THE BIJO COMPANY

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:
May 1, 2025

PROCESS

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

          Career Path

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          Coach

          Learning Board

          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

          Material Box

          FORMS

          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 Locker

          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

          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: HDFC  Bank Limited

          Bank Branch:  Dombivali East

          Ac No: 50200071191437

          IFSC: HDFC0003783

          P & I Assesment

            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:

            Separation

              Associate ID

              Master ID

              Associate Name

              Enclosers

              Emergency Contact No.

              E mail ID

              Introducer Remarks

              Concerned Department Officer Remarks

              HR Department Officer Remarks

              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