2020 BUDGET

TARGETS
SRBI-BRANCHES
November 9, 2019
Held @ Crimson Hotel, Muntinlupa City, Philippines
 SALES TARGETS
2020 TARGET - BALAMBAN
LOANS SUPERVISOR or SALES OFFICER
BRANCH MANAGER (own production) BRANCH SALES (AO'S, AS'S)
(own production)

SECURED LOANS (SME SECURED LOANS (SME

AGRI - AGRA /
DEPOSITS & AGRIC-INDIV. SBL & AGRIC-INDIV. SME SBL GG
INDIVIDUAL SECURED
SECURED) SECURED)

Number of "NEW" Number of "NEW" Number of "NEW" SBL Number of "NEW" Number of fully Number of "NEW" Number of fully Number of "NEW" SBL Number of fully
Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" JBL
time deposits checking accounts VEHICLE FINANCING Clients dedicated AO's Clients dedicated AO's VEHICLE FINANCING dedicated AS's

January 1 1 1 1 1 1 1 1
February 1 1 1 1 1 1 1 1
March 1 1 1 1 1 1 1 1
April 1 1 1 1 1 1 1 1
May 1 1 1 1 1 1 1 1
June 1 1 1 1 1 1 1 1
July 1 1 1 1 1
1 1 1
1 1
August 1 1 1 1 1 1 1 1
September 1 1 1 1 1 1 1 1
October 1 1 1 1 1 1 1 1
November 1 1 1 1 1 1 1 1
December 1 1 1 1 1 1 1 1
TOTAL: 12 12 12 - - - 12 12 1 12 12 1 12
 BRANCH STAFFING
2020 BRANCH STAFFING - BALAMBAN

SALES TEAM OPERATIONS TEAM COLLECTIONS TEAM

OFFICERS AO's & AS's OFFICERS OPERATIONS STAFF

Loan Supervisor Agri-Indiv.

Branch Manager SME micro & SBL SUCRE Others OS Cashier Teller Loan Processor GG appraiser NEW Accounts BCC BAC BRO
/ Sales Officer Secured

TOTAL: 1 1 1 1 1 1

TOTAL GROUP: 2 4

REQUEST: ADDITIONAL TWO (2) STAFF; 1SALES OFFICER & 1SME & AGRIC_AO.
 SALES TARGETS
2020 TARGET - BANTAYAN
LOANS SUPERVISOR or SALES OFFICER
BRANCH MANAGER (own production) BRANCH SALES (AO'S, AS'S)
(own production)

SECURED LOANS SECURED LOANS

AGRI - AGRA /
DEPOSITS (SME & AGRIC- SBL (SME & AGRIC- SME SBL GG
INDIVIDUAL SECURED
INDIV. SECURED) INDIV. SECURED)

Number of "NEW" Number of "NEW" Number of "NEW" SBL Number of fully Number of "NEW" Number of fully Number of "NEW" SBL Number of fully
Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" Clients Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" JBL
time deposits checking accounts VEHICLE FINANCING dedicated AO's Clients dedicated AO's VEHICLE FINANCING dedicated AS's

January 2 1 2 1 1 2 2
February 2 1 2 1 1 2 2 1
March 2 1 2 1 2 2 2 1
April 2 1 2 1 2 2 2 1
May 2 1 2 1 2 2 2 2
June 2 1 2 1 2 2 2 1
July 2 1 2 1 1 1
1 2 2
1 1
August 2 1 2 1 1 2 2 2
September 2 1 2 1 1 2 2 1
October 2 1 2 1 1 2 2 1
November 2 1 2 1 1 2 2 1
December 2 1 2 1 2 2
TOTAL: 24 12 24 - 12 1 15 1 24 24 1 12
 BRANCH STAFFING
2019 BRANCH STAFFING - BANTAYAN

SALES TEAM OPERATIONS TEAM COLLECTIONS TEAM

OFFICERS AO's & AS's OFFICERS OPERATIONS STAFF

Loan Supervisor / Agri-Indiv.

Branch Manager SME micro & SBL SUCRE Others OS Cashier Teller Loan Processor GG appraiser NEW Accounts BCC BAC BRO
Sales Officer Secured

ARISTON T. MICHAEL D. JOMARIE D. REINA Z. ELLA MAE. P FE S. VIRGINIA M. JENNIFER U.

JOMARIE D. CAHUTAY
TOTAL: LAYAO DESUCATAN CAHUTAY BATAYOLA BERNIL NECESARIO PATENIO DESAMPRAD

TOTAL GROUP: 2 5
 SALES TARGETS
2019 TARGET - BOGO
LOANS SUPERVISOR or SALES OFFICER
BRANCH MANAGER (own production) BRANCH SALES (AO'S, AS'S)
(own production)

SECURED LOANS SECURED LOANS

AGRI - AGRA /
DEPOSITS (SME & AGRIC-INDIV. SBL (SME & AGRIC-INDIV. SME SBL GG
INDIVIDUAL SECURED
SECURED) SECURED)

Number of "NEW" Number of "NEW" Number of "NEW" SBL Number of "NEW" Number of fully Number of "NEW" Number of fully Number of "NEW" SBL Number of fully
Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" JBL
time deposits checking accounts VEHICLE FINANCING Clients dedicated AO's Clients dedicated AO's VEHICLE FINANCING dedicated AS's

January 1 2 0 0
February 1 2 1 0
March 1 1 1 1 0 1
April 2 1 2 2 1 0
May 2 1 2 2 0 0
June 1 1 1 1 1 1
July 2 1 2 2 0
1 0
August 2 1 2 2 1 0
September 1 1 1 1 0 1
October 2 1 2 2 1 0
November 2 1 2 2 0 0
December 1 1 1 1
TOTAL: 15 12 15 - - - - - - - 20 6 1 4
 BRANCH STAFFING
2019 BRANCH STAFFING - BOGO

SALES TEAM OPERATIONS TEAM COLLECTIONS TEAM

OFFICERS AO's & AS's OFFICERS OPERATIONS STAFF

Loan Supervisor Agri-Indiv.

Branch Manager SME micro & SBL SUCRE Others OS Cashier Teller Loan Processor GG appraiser NEW Accounts BCC BAC BRO
/ Sales Officer Secured

TOTAL: 1 1 1 1 2 1

TOTAL GROUP: 2 4 1
 SALES TARGETS
2020 TARGET - PINAMUNGAJAN
LOANS SUPERVISOR or SALES OFFICER
BRANCH MANAGER (own production) BRANCH SALES (AO'S, AS'S)
(own production)

SECURED LOANS SECURED LOANS

AGRI - AGRA /
DEPOSITS (SME & AGRIC-INDIV. SBL (SME & AGRIC-INDIV. SME SBL GG
INDIVIDUAL SECURED
SECURED) SECURED)

Number of "NEW" Number of "NEW" Number of "NEW" SBL Number of "NEW" Number of fully Number of "NEW" Number of fully Number of "NEW" SBL Number of fully
Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" JBL
time deposits checking accounts VEHICLE FINANCING Clients dedicated AO's Clients dedicated AO's VEHICLE FINANCING dedicated AS's

January 1 1 2 0 1 1 1 1
February 1 1 2 0 1 1 1 1
March 1 1 2 0 1 1 1 1
April 1 1 2 0 1 1 1 1
May 1 1 2 0 1 1 1 1
June 1 1 2 0 1 1 1 1
July 1 1 2 0 1
1 1
1 1 1
1
August 1 1 2 0 1 1 1 1
September 1 1 2 0 1 1 1 1
October 1 1 2 0 1 1 1 1
November 1 1 2 0 1 1 1 1
December 1 1 2 0 1 1 1 1
TOTAL: 12 12 24 - 12 12 12 12
 BRANCH STAFFING
2020 BRANCH STAFFING - PINAMUNGAJAN

SALES TEAM OPERATIONS TEAM COLLECTIONS TEAM

OFFICERS AO's & AS's OFFICERS OPERATIONS STAFF

Loan Supervisor Agri-Indiv.

Branch Manager SME micro & SBL SUCRE Others OS Cashier Teller Loan Processor GG appraiser NEW Accounts BCC BAC BRO
/ Sales Officer Secured

TOTAL: 1 1 1 1 1 1

TOTAL GROUP: 2 4
REQUEST: ADDITIONAL TWO (2) STAF; 1SALES OFFICER & 1SME_AO.
 SALES TARGETS
2020 TARGET - MINGLANILLA
LOANS SUPERVISOR or SALES OFFICER
BRANCH MANAGER (own production) BRANCH SALES (AO'S, AS'S)
(own production)

SECURED LOANS SECURED LOANS AGRI - AGRA /

DEPOSITS (SME & AGRIC- SBL (SME & AGRIC- INDIVIDUAL SME SBL GG
INDIV. SECURED) INDIV. SECURED) SECURED

Number of "NEW" Number of "NEW" Number of "NEW" SBL Number of "NEW" Number of fully Number of "NEW" Number of fully Number of Number of "NEW" SBL Number of fully Number of "NEW"
Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" Clients
time deposits checking accounts VEHICLE FINANCING Clients dedicated AO's Clients dedicated AO's "NEW" SBL VEHICLE FINANCING dedicated AS's JBL

January 2 3 3 2 2 2 2 2 3 3 1
February 1 2 2 3 2 1 2 2 5 1 1
March 3 4 2 3 3 4 3 3 1 3 1
April 2 1 2 1 1 2 4 2 2 2 1
May 5 5 3 4 2 2 3 3 2 1 1
June 1 3 4 2 2 2 2 4 4 3 1
July 2 2 2 3 3 2 1
1 2
1 3 4
1 1
August 2 4 3 2 2 2 4 3 5 3 1
September 1 3 4 3 1 1 2 4 1 2 1
October 3 5 3 2 3 4 5 4 3 5 1
November 3 4 3 4 5 3 3 3 3 4 1
December 5 4 2 2 2 2 3 2 1 1 1
TOTAL: 30 40 33 31 28 27 34 1 34 1 33 32 1 12
 BRANCH STAFFING
2020 BRANCH STAFFING - MINGLANILLA

SALES TEAM OPERATIONS TEAM COLLECTIONS TEAM

OFFICERS AO's & AS's OFFICERS OPERATIONS STAFF

Loan
Branch Agri-Indiv.
Supervisor / SME micro & SBL SUCRE Others OS Cashier Teller Loan Processor GG appraiser NEW Accounts BCC BAC BRO
Manager Secured
Sales Officer

TOTAL: 1 1 1 1 1 1 1 1

TOTAL GROUP: 3 5
REQUEST: ADDITIONAL TWO (2) STAFF; 1SALES OFFICER & 1SME_AO.
 SALES TARGETS
2020 TARGET - OSMEÑA
LOANS SUPERVISOR or SALES OFFICER
BRANCH MANAGER (own production) BRANCH SALES (AO'S, AS'S)
(own production)

SECURED LOANS SECURED LOANS

AGRI - AGRA /
DEPOSITS (SME & AGRIC- SBL (SME & AGRIC- SME SBL GG
INDIVIDUAL SECURED
INDIV. SECURED) INDIV. SECURED)

Number of "NEW" Number of "NEW" Number of "NEW" SBL Number of "NEW" Number of fully Number of "NEW" Number of fully Number of "NEW" SBL Number of fully
Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" JBL
time deposits checking accounts VEHICLE FINANCING Clients dedicated AO's Clients dedicated AO's VEHICLE FINANCING dedicated AS's

January 2 1 2 1 1 1 1 1 1 1 1
February 2 1 1 1 1 1 1 1 1
March 2 1 1 1 1 1 1 1 1 1 1
April 2 1 1 1 1 1 1 1 1 2
May 2 1 2 1 1 1 1 1 1 1
June 2 1 1 1 1 1 1 1 1 2
July 2 1 1 1 1 1 1 1 1
1 1
August 2 1 1 1 2 1 1 1 1 1
September 2 1 2 1 1 1 1 1 1 1
October 2 1 1 1 2 1 1 1 1 1 1
November 2 1 2 1 1 1 1 1 1 1
December 2 1 1 1 2 1 1 1 1 1 1
TOTAL: 24 12 16 12 10 12 12 12 1
 BRANCH STAFFING
2019 BRANCH STAFFING - OSMEÑA

SALES TEAM OPERATIONS TEAM COLLECTIONS TEAM

OFFICERS AO's & AS's OFFICERS OPERATIONS STAFF

Loan Supervisor Agri-Indiv.

Branch Manager SME micro & SBL SUCRE Others OS Cashier Teller Loan Processor GG appraiser NEW Accounts BCC BAC BRO
/ Sales Officer Secured

TOTAL: 1 1 1 1 1 1 1 1

TOTAL GROUP: 3 5 1
 SALES TARGETS
2019 TARGET - MANDAUE
LOANS SUPERVISOR or SALES OFFICER
BRANCH MANAGER (own production) BRANCH SALES (AO'S, AS'S)
(own production)

SECURED LOANS SECURED LOANS

AGRI - AGRA /
DEPOSITS (SME & AGRIC-INDIV. SBL (SME & AGRIC-INDIV. SME SBL GG
INDIVIDUAL SECURED
SECURED) SECURED)

Number of "NEW" Number of "NEW" Number of "NEW" SBL Number of "NEW" Number of fully Number of "NEW" Number of fully Number of "NEW" SBL Number of fully
Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" Clients Number of "NEW" SBL Number of "NEW" JBL
time deposits checking accounts VEHICLE FINANCING Clients dedicated AO's Clients dedicated AO's VEHICLE FINANCING dedicated AS's

January 1 1 1 1 1 1 1 1 1 1 1
February 1 1 1 1 1 1 1 1 1 1 1
March 1 1 1 1 1 1 1 1 1 1 1
April 1 1 1 1 1 1 1 1 1 1 1
May 1 1 1 1 1 1 1 1 1 1 1
June 1 1 1 1 1 1 1 1 1 1 1
July 1 1 1 1 1 1 1
1 1
1 1 1
1 1
August 1 1 1 1 1 1 1 1 1 1 1
September 1 1 1 1 1 1 1 1 1 1 1
October 1 1 1 1 1 1 1 1 1 1 1
November 1 1 1 1 1 1 1 1 1 1 1
December 1 1 1 1 1 1 1 1 1 1 1
TOTAL: 12 12 12 12 12 12 12 1 12 1 12 12 1 12
 BRANCH STAFFING
2019 BRANCH STAFFING - MANDAUE
COLLECTIONS
SALES TEAM OPERATIONS TEAM
TEAM

OFFICERS AO's & AS's OFFICERS OPERATIONS STAFF

Loan Supervisor / Sales Agri-Indiv.

Branch Manager SME micro & SBL SUCRE Others OS Cashier Teller Loan Processor GG appraiser NEW Accounts BCC BAC BRO
Officer Secured

TOTAL: 1 2 1 1 1

TOTAL GROUP: 3 3
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