Odisha Livelihoods MissionDepartment of Mission Shakti, Government of Odisha

SIRD & PR Campus, UnilVlll, Bhubaneswar-751012, Odisha

s3*.ll

, (,Tel: (0674) 25601 66t2560126, E-mail: smmu.olm@qmail-com

EOI No: OLM/NRLM/EOU21 -22102 Date:2'\.09.2021

Request for Exp ression of lnterest

1. The Odisha Livelihoods [/ission under Department of Mission shakti now invites

eligible consultant to indicate their interest in providing the following consulting

Services.

L State Project Manager -Financial lnclusion(State) 1 no'

ll. Financial lnclusion Consultant(District) 25 Nos. (Balasore, Bhadrak'

Bolangir, Boudh, Cuttack, Deogarh' Dhenkanal, Gajapati, Ganlam'

Jagatsinghpur, Jajpur, Jharsuguda, Kendrapara, Keonjhar, Khurda, Koraput,

Malkangiri, Mayurbhanj, Kalahandi, Nayagarh, Nuapada, Rayagada

Sambalpur, SonePur, Sundargarh)

2. lnterested consultant should provide information demonstrating that they have the

required qualifications and relevant experience to perform the servaces in the

prescribed format at Annexure-A & B (ToR for state Project Manager-Financial

lnclusion & ToR for Financial lnclusion Consultant-District)

3. Further informatron can be obtained at the address below during office hours i.e. 10.00

to .17.30 hours and the details ToR can be seen and downloaded in oLM website

www.olm.nic.in.4. ln case of any Addendum/clarification/corrigendum/Extension regarding this Eol, the

same will be published in the above websites only.

5. Expressions of interest in sealed envelope Superscribed as "Application for the post

of State Project Manager -Financial lnclusion" or "Application for the post of

Financial lnclusion consultant (Name of the District E'g Cuttack)" must be

delivered in a written form to the odisha Livelihoods Mission, slRD & PR Campus,

Unit-Vlll, Bhubaneswar, 751012. (drop box/ posUcourier) latest by Dt

A.ia.tLot ?oAl ,s pm

6. Authority reseryes the right to accept or re.iect any application, and to cancel the

procurement process and reiect all application, at any time prior to the selection,

without assigning any reason thereof.

Contact Person: Shri Durga Prasad Panda, Project Executive(Procurement), OLM

Contact No:98614421 51

S te Mission Director

ANNEXURE: A

TERMS OF REFERENCE FOR HIRING OF

STATE PROJECT MANAGER (FINANCIAL INCLUSION)

1. INTRODUCTION

Odisha Livelihoods Mission (OLM) is a registered society working under Department of

Mission Shakti, Government of Odisha for enhancing the Socio-Economic condition of the

rural poor through promotion of Sustainable Livelihoods. The Society is implementing the

centrally sponsored scheme “Deendayal Antyodaya Yojana - National Rural Livelihoods

Mission” (DAY-NRLM). The project’s aim is to enhance Social and Economic status of the

rural poor of Odisha in a phased manner through development of self-sustained is community

managed institutions. The targeted poor households are mobilized into thrift and credit based

Self Help Groups (SHGs), which are in turn federated into higher level institutions at cluster,

GP and block level. Leveraging more fund from banks is an important component under SHG

bank linkage programme.

2. BACKGROUND

Bank Linkage and financial linkage is an important component in OLM. In Odisha there are

more than 3500 branches of all banks located in remote corner and engaged in rural financing

through SHGs. OLM intends to act as facilitator, in the process of ensuring mainstream

financial services are accessible to poor. In this endeavor, project intends to ensure smoother

and hassle free service to the community institutions of the poor. This will be achieved on one

side by creating and nurturing quality community institutions & their federation and ensuring

reach to mainstream institutions on the other side. The more is flow of financial services to the

community institutions, the better shall be impact on the poverty reduction scenario. The

project is all set to put the system in place that facilitates the linkage of community institutions

like that of SGHs and their Federation with mainstream financial institutions. This shall include

not only facilitating the savings account opening of community institutions; but also ensuring

the timely facilitation of credit linkage with mainstream financial system on a continuous basis.

The project anticipate a role for different people and institutions as its stakeholder. One of

the important stakeholder is bank and thus, the people involved with banking sector stand in

good stead in streamlining the system with the banking sector. Relation with all banks stand

very encouraging and it has to be taken to further heights with the help of experienced hands

in the future. Taking into cognizance the importance of improved and effective relationship

with banks, the mission would like to effectively utilize the service of experienced Bankers as

‘State Project Manager (Financial Inclusion)’ in the state level to support the project for

delivering better service to the SHGs by close liaison with different financial institutions. The

planning for bank linkage for the state and monitoring at state level is more important as well

besides for the training programme of bankers and project staff.

3. OBJECTIVES

To provide strategy guidance and technical support to SMMU, OLM to meet the financial

inclusion agenda of NRLM.

To facilitate establishing a system of effective implementation and monitoring of financial

inclusion products and services.

4. SCOPE OF WORK:

The scope of work of State Project Manager (Financial Inclusion) is to:

I. Diagnosis of State Financial Inclusion (FI) scenario and preparing state NRLM

perspective plan.

II. Designing framework and tools to implement Financial Inclusion plan at

State/District/Block/CBO level.

III. Hand holding support and technical guidance to state and district financial inclusion

team as well as District Level Financial Inclusion Consultant.

IV. Skill mapping/training need assessment (TNA) of State/District/Block FI team and

banker and preparing suitable capacity building strategy in order to enhance the

competency level of staff and bankers.

V. Preparing SHG - bank linkage training programme plan for

state/district/block/bankers/community professionals/CBOs etc and designing a training

tracking system to saturate in time bound manner.

VI. Developing strategy and ensuring effective administration of interest subvention

programme under NRLM.

VII. Preparing annual SHG Bank linkage plan and strategy of state in coordination with

NABARD and SLBC.

VIII. Liaisoning with Controlling Head of Banks, SLBC,NABARD, RBI, SIDBI and line

departments for effective delivery of FI products.

IX. Visit Bank Branches in state as and when required and also keep close interactions with

Branch Managers and Controlling Head of Banks.

X. To develop plan for capacity building of CBOs and project staff regularly on SHG Bank

linkage and financial inclusion including Micro Investment Plan trainings, productization

of SHG loans engagement of WSHG members as BC/BCA/CSP, spread financial

literacy through FL-CRP and Arthik Saksharata Kendra and counseling trainings etc.

XI. Advising for innovation FI products suitable to community based organizations.

XII. Preparing strategy for community based service delivery mechanism

XIII. Work closely with other thematic Heads of SMMU for expanding bank linkage, vertically

and horizontally

XIV. Facilitate Partnership with external resource agency within and outside the state for

developing and delivering certain thematic training to the staff/ CRPs and community.

XV. Any other work as and when required and assigned by State Mission Director in order to

strengthen the FI agenda of NRLM.

5. CO-ORDINATION AND REVIEW OF THE CONSULTANTS WORK

Odisha Livelihoods Mission (OLM) will provide necessary support to the consultant to carry

out the assignment. The review of the work will be done by OLM at regular interval.

Odisha Livelihoods Mission (OLM) will designate a team of Specialists and Officers to liaise

with and provide the consultant with necessary support to carry out the assignment. The

committee will also review the performance of the Consultant by referring to the delivery of

assignment.

6. TERMS AND CONDITIONS

In accordance with the above deliverables, a monthly work plan will be prepared in

Consultation with the FI team and will be approved by the review committee.

Monthly reporting to OLM on the progress of the tasks as per approved work plan till the

completion of the assignment.

The Consultant needs to follow the timeline and quality standard as per the agreed ToR.

If there is any deviation, prior permission to be taken from OLM.

During the assignment, the Consultants has to stay in the State Headquarters on his/her

own arrangement. However, he/she has to make visits to districts and blocks as per

approved work plan and as and when required by OLM. TA & DA etc. will be reimbursed

as per the project norm, equivalent to Dy-CEO.

The Mission Director reserves the right to cancel the assignment at any time for any

reason, if the Consultant does not deliver as per the ToR or if found indulged in any unfair

practices that bring bad names for the Project, its staff or Clients.

7. Deliverables:

I. Preparation of Financial Inclusion perspective plan and Financial Inclusion Framework

for the state

II. Preparation of action plan with specific targets and timeline for implementation of

Strategy for Bank linkage, NPA management, Interest subvention, RSETI, PMSBY/

PMJJBY and Financial Literacy.

III. Preparation of Capacity building strategy under Financial Inclusion and ensure capacity

building of Branch Managers, Project staff dealing with Bank Linkage at Block, District

and State Level and Community cadre through training programs and exposure visits

inside/outside state.

IV. Ensure signing of MoU will all Major Banks in Odisha for SHG-Bank Linkage.

V. Preparation of a strategy for Bank Mitras with focus on sustainability.

VI. Designing specific strategies for Banks/Districts/Blocks with high NPA and ensure roll

out of the same

VII. Preparation of annual action plan for administrating Interest Subvention scheme under

NRLM and GoO and roll out the same.

VIII. Design a Communication Strategy for Bank Linkage, Interest Subvention, RSETI and

PMSBY/PMJJBY and roll out the same.

IX. Design a strategy for improving the Infrastructure and Training facilities in RSETIs and

ensure effective roll out of the same with target of residential facilities in all RSETIs.

X. Develop an action plan to conduct Financial Literacy trainings and roll out the same.

XI. Undertake process monitoring and impact assessment of the financial inclusion

programmes.

XII. Facilitate in preparation and monitoring of Annual, Half Yearly, Quarterly and Monthly

Activities and Deliverables for State Financial Inclusion team with specific roles and

responsibilities.

XIII. Coverage of household of all members of Women SHG in intensive blocks under

PMSBY/ PMJJBY through new policies and renewal of existing policies. Streamline the

process of settlement of Death and Accident claims including putting in place a Public-

Private Partnership model as per local requirement.

XIV. Prepare a strategy for inclusion of all WSHG households in intensive blocks under

PMJDY-I (Opening of individual deposit accounts) and PMJDY-II (Coverage under

social security scheme)

XV. Collaborate with NABARD/SIDBI- PSIG for developing publicity materials to facilitate

financial literacy of all the members of WSHGs in intensive blocks. Develop a strategy

for coverage of all members of WSHGS under Financial Literacy Programmes.

XVI. Develop and implement a strategy for training of FL-CRP and WSHG members in

financial literacy. Ensure effective functioning of Arthik Saksharata Kendra. Link ASK to

RSETI/FLC/Lead Banks.

8. ELIGIBILITY CRITERIA:

i. Must be a Retired Banker from Commercial Bank/RRBs/NABARD/RBI/ SIDBI as

Scale-V & above /Grade C & above.

ii. Candidates with higher scale grade will be given preference.

iii. Should have less than 62years of age as on 1st September 2021.

iv. Should have worked as a Branch/District level Officer of the bank directly looking after

SHG Bank Linkage programme at least for a period of 5 years.

v. Should have worked in Zonal Office /HO/ RO at least for a period of 5 years in

handling Financial Inclusion Programmes.

vi. Willing for extensive field visits for providing handhold support.

vii. Preference will be given to those who have worked as LDM/ DDM NABARD/LDO of

RBI

9. PAYMENT SCHEDULE

Payment will be made on monthly basis according to the deliverables as mentioned in the

approved work plan. . The Consultant shall devote his/her man-days on full time basis in OLM

office. The Consultant will be eligible for the payment on satisfactory performance and

recommendation of the review committee. Payment will be made within seven days from date

of submission of performance report/ attendance. TA/DA as per OLM norm at par with Dy.

CEO of SMMU, OLM.

10. CONTRACT PERIOD

The contract will be for a period of 12 months. The contract may be extendable further on the

basis of requirement of OLM and his/her satisfactory performance. The contract may be

terminated by either party by giving a notice period of one month.

11. PLACE OF POSTING:

The Consultant shall be positioned at State level. S/he is required to stay in the State

headquarters. Workstation with need based equipment’s shall be provided to the Consultant

by OLM.

12. CONSULTATION FEE

Consultancy Fee: Rs. 50,000 per month based on performance.

TA/DA as per OLM norm

ODISHA LIVELIHOODS MISSION

DEPARTMENT OF MISSION SHAKTI, GOVERNMENT OF ODISHA

Application Form for State Project Manager (Financial Inclusion)

1. Name of Applicant : _____________________________________

2. Father’s Name : _______________________________________

3. Age as on 01.09.2021 : _______ Years ________Months ____________Days

4. Qualification :___________________________________________

5. Permanent Address : ____________________________________________

_____________________________________________

6. Address for Communication : __________________________________________

____________________________________________

7. Telephone No :_____________________ Mob No:_________________

8. Email Address :______________________________________________

9. Month & Year of Retirement from Bank : ______________________________

10. Name of the Bank from where Retired:-___________________________________

11. Joined the Bank as (post) :- ________________________________________

12. Designation when retired :-__________________________________________

13. Total Service in the Bank :- ________________ Years ________________ Month

14. Retired in the official Grade

a) Scale V/ Above (Please Mention) ______________________________

b) AGM/ Above (Please Mention) __________________________

15. Nature of Retirement :- a) Exit Policy b) Superannuation c) V.R.S (Please Tick)

16. Assignment held during the service period.

Sl No. Name of the

Post Held Scale Designation

No. of

Years.

Job Responsibility/Key

achievement

17. Experience in SHG Financing as Branch Manager/District Level officer

Sl No. Place of

Posting Scale Designation

Period of

Posting

No. of

Years. Achievements

18. Experience in Handling Financial Inclusion at Zonal/Regional/LHO Level

Sl

No.

Place of

Posting

Office of

Posting

(ZO/RO/HO)

Scale

Designa

tion

Period

of

Posting

No. of

Years. Achievements

19. Worked in Capacity of LDM/AGM-NABARD/LDO of RBI

Sl

No.

Designati

on Scale

Place of

Posting

Period of

Posting

No. of

Years. Achievements

20. Trainings attended on Agriculture, Rural Development, SHG Bank Linkage, Financial

Inclusion.:-

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

_____________________

21. Proficiency in Computers:

Working knowledge in Internet and MS office: ……………………………….

:

N.B:- Attach Additional Sheet if Required

I hereby declare that the information furnished above are true to the best of my knowledge

Date :-

Place :-

Signature of Applicant

SELECTION PROCESS

A State Level Procurement Committee chaired by State Mission Director will scrutinize

the application at State Level based on fixed evaluation parameters.

Top 3 candidates will be shortlisted for interview at State level.

There will be a State Level Committee consisting of Procurement Committee comprising

of SMD-cum-CEO, Addl. CEO (Finance), Addl. CEO (Program Support), Addl. CEO

(Operations) will select one candidate through Personal Interview. Rest of candidates will

be waitlisted for one year.

Short listing Criteria at State Level:

Criteria Parameters Maximum Marks

Mandatory

Criteria

Must be a Retired Banker from Commercial

Bank/RRBs/NABARD/RBI/ SIDBI as Scale-V & above /Grade

C & above. Yes/No

Age limit is 62 Years as on 1st September 2021 Yes/No

Preferential

Criteria

AGM/Scale-5 – 10 Marks, DGM/ Scale-6- 15 Marks, Scale-7

and Above-20 Marks

20 Marks

Experience in SHG/Financing as Branch Manager/District

Level Officer (1 Marks for every 2 year of experience) 10 Marks

Experience in handling Financial Inclusion at

Zonal/Regional/LHO level

(1 Marks for every 1 year of experience)

10 Marks

Worked in capacity of LDM/AGM-NABARD/LDO of RBI 10 Marks

Total 50 Marks

Evaluation Criteria for Personal Interview: (50 Marks)

Attitude - 15 Marks

Knowledge on SHG-Bank Linkage and Financial Inclusion - 15 Marks

Skills (Communication, Negotiation, Problem Solving-20 Marks

ANNEXURE: B

TERMS OF REFERENCE FOR FINANCIAL INCLUSION CONSULTANT, DISTRICT

1 Introduction:

Odisha Livelihoods Mission (OLM) is a registered society working under Department

of Mission Shakti, Government of Odisha for enhancing the Socio-Economic condition

of the rural poor through promotion of Sustainable Livelihoods. The Society is

implementing the centrally sponsored scheme “Deendayal Antyodaya Yojana - National

Rural Livelihoods Mission” (DAY-NRLM). The project’s aim is to enhance Social and

Economic status of the rural poor of Odisha in a phased manner through development

of self-sustained and community managed institutions.

2. Background:

Financial Inclusion is one of the major components of NRLM. Under Financial

Inclusion the objective of the Mission is to ensure access, availability, affordability and

hassle free Savings, Credit, Insurance, Pensions, Remittance and Financial Literacy. In

the demand side of Financial Inclusion, OLM works on Capacity building of SHGs with

focus on Financial Literacy, Commoditization of Financial Inclusion initiatives like

Samanwaya Mela and Block Linkage and Recovery Committee (BLRC) with focus on

SHG federations playing anchor role, promotion of community cadre like Bank Mitras,

BC/CSP, FL-CRPs and MBKs. On the supply side, the focus is on sensitization of

bankers and project staff on a regular basis, ICT based interventions to support last mile

delivery and monitoring systems.

In order to strengthen the District OLM team and to support in implementation of

financial inclusion related activities like SHG-bank linkage, Corporate BC-intervention,

interest subvention scheme, cash less transactions, financial literacy intervention,

insurance coverage it is proposed to position retired bankers as Financial Inclusion

Consultant at District level.

3. Objectives:

To provide technical and handholding support to SMMU, DMMU and BMMU in

implementation of financial inclusion interventions like SHG-Bank Linkage, Corporate

BC-intervention, interest subvention scheme, cash less transactions, financial literacy

intervention and insurance coverage.

4. Scope of Work:

The Consultant is to ensure

Prompt opening of Saving Bank accounts of SHG/ Federations/ Producers’ Groups

and any other CBOs relating to SHGs through proper monitoring.

Liaison with LDO, LDM, AGM-NABARD, District Co-coordinators of Banks, Regional

Managers and Branch managers for effective implementation of bank linkage

strategy and achievement of bank linkage target.

Visit bank branches, District Co-coordinators of banks and blocks on regular basis

regarding pending applications, renewal of CC loans and achievement of Bank

Linkage target.

To provide technical and capacity building support of District/Block OLM team and

SHG federations to establish systems at ground level for bank linkage like gradation

of SHGs, MIP preparation, Appraisal of loan by federations, training of WSHGs,

formation and functioning of BLRC, positioning and handholding of Bank Mitras,

BC/CSP, organization of Samanwaya Mela etc.

Development of Financial Inclusion plan in all GPLFs and set up of Community

Financial Literacy Centers (Arthik Saksharata Kendra).

Support in implementation of special projects like SHG members as BC, mobile

banking intervention, cashless transaction and financial inclusion Hub.

Support in implantation of NPA Management Strategy.

Support in implementation of insurance schemes.

Developing strategy for community based service delivery mechanism.

Providing support for bankers’ sensitization programs and sensitization of project staff

and community functionaries.

Monitoring administration of interest subvention scheme for timely credit to eligible

SHG bank account every quarter.

Any other works as and when required as assigned by authorities.

5. Key Responsibilities :

(i) Follow up, regarding pending applications, renewal of CC loans and achievement of

bank linkage target, with District Co-coordinators of banks and bank branches.

(ii) Support establishment of systems of regular identification of SHGs, preparation of

MIP, loan documentation and submission of proposals in bank branches.

(iii) Support in training and positioning of Bank Mitras in all eligible Bank branches.

(iv) Ensure formation of BLRCs in all Bank branches and ensuring monthly meeting of

BLRC, attends BLBC and Block NRLM Committee meetings.

(v) Support in organization of bankers’ sensitization program and sensitization of project

staff and community functionaries.

(vi) Implementation of special projects like SHG members as BCs, mobile banking

Intervention and Block Level Federation (BLF) as Financial Inclusion hub.

(vii) Support in implementation of NPA Management Strategy

(viii) Development of Financial Inclusion plan in all GPLFs and setup of Community

Financial Literacy centers and establishment of systems and processes in all GPLFs

and blocks with respect to financial inclusion.

6. Contract Period:

The contract will be for a period of 12 months. The contract may be extendable

further on the basis and the need of OLM and performance of the consultant. The

Contract may be terminated by either party by giving a notice period of one month.

7. Consultation Fee

Consultancy Fee Rs. 30,000 per month based on performance. TA/DA as per OLM

norm

8. Deliverables

(i) Follow up, regarding sponsoring/pending applications, renewal of CC loans and

achievement of Annual Bank Linkage target with District Co-coordinators of Banks

and Bank branches with Bank/filed visit.

(ii) Support/coordination in regular activities like identification of SHGs for credit linkage,

preparation of MIP, loan documentation and submission of proposals in bank

branches.

(iii) Ensuring for training and positioning of Bank Mitras in all eligible Bank branches.

(iv) Formation of Bank Linkage and Recovery Committee (BLRC) in all Bank

branches and ensuring regular (monthly) meeting of BLRC. Need to attend BLBC

and Block NRLM Committee meetings.

(v) Support in organization of Bankers sensitization program and sensitization of project

Staff and community functionaries on Bank Linkage and other FI activities.

Coordinating for organization of Samanwaya Mela at Block/Bank level.

(vi) Implementation of special Projects like SHG members as BCA, mobile banking

Intervention and ASK as FI-Hub at GP level.

(vii) Formulation/designing district specific strategy for implementation of NPA

Management Strategy to reduce the NPA to a significant level.

(viii) Development of Financial Inclusion plan for all GPLFs and setup of Arthik

Sakhyarata Kendra (ASK) and implementation of Financial Literacy program in all

GPLFs and Blocks.

(ix) Support for implementation of Insurance and Pension schemes like PMJJBY,

PMSBY and APY etc.

(x) Any other works as and when required as assigned by SMD-cum-CEO, OLM/PD

DRDA/ DPM OLM.

Adhering to the district Annual Action Plan, DPM will work out specific targets for the

FIC under each of the above deliverables. His/her performance will be monitored

based on the achievements made against these targets.

9. Eligibility criteria:

(i) Bank officer those who have retired from Commercial bank/ RRBs/Co-operative

Bank/NABARD/RBI/ SIDBI as Scale-III/Grade B & above.

(ii) Candidates with higher Scale/Grade will be given preference.

(iii) Age limit is less than 62 years as on 01/09/2021.

(iv) Preference will be given to those who have experience in banking schemes of rural

development like SHG-Bank Linkage, JLG etc. Persons who have worked as Branch

Manager in rural /semi urban branch at least for a period of three years are

preferred.

(v) Persons with experience in handling Financial Inclusion at Zonal/Regional/Local

Head Office level would be given preference.

(vi) Persons who have worked as LDM/DDM-NABARD/LDO-RBI will be given

preference.

10. Place of Posting:

The Consultant shall be positioned at District level. S/he is required to stay in the

district headquarters. Workstation with minimum equipment’s shall be provided to the

consultant by OLM.

11. Reporting

The consultants will be placed at the District level and will report to DPM, OLM. As per

guidance of SMMU, FI-team and in Consultation with DPM-OLM, the FIC shall prepare

the monthly work plan and submit to PD, DRDA by 1st of every month with a copy

marked to SMMU, OLM by last working day of every month, the FIC shall submit the

work done report to PD, DRDA and mark a copy to SMMU OLM.

A Committee under Chairpersonship of PD, DRDA, with DPM-OLM and APD

(LIVELIHOODS) as members will review progress against the work plan and will

approve release of payment. The performance of FICs will be reviewed on Bi-monthly

basis by SMD-cum-CEO, OLM.

12. Logistics Support:

The logistic support and other eligibilities will be equivalent to the level of Project

Executive of OLM.

13. Application & Selection:

The Applicants are requested to fill up the information in the prescribed format attached

with the ToR.

ODISHA LIVELIHOODS MISSION DEPARTMENT OF MISSION SHAKTI, GOVERNMENT OF ODISHA

Application Form for Financial Inclusion Consultant, District

Name of District Applying for: __________________________________

1. Name of Applicant : _______________________________________

2. Father’s Name : _______________________________________

3. Age as on 01.09.2021 : _______ Years ________Months ____________Days

4. Highest Qualification :_____________________________________________

5. Permanent Address : ____________________________________________

_____________________________________________

6. Address for Communication : ____________________________________________

_____________________________________________

7. Telephone No :_____________________ Mob No:_________________

8. Email Address :______________________________________________

9. Month & Year of Retirement from Bank: ______________________________

10. Name of the Bank from where Retired:-________________________________________

11. Joined the Bank as (post) :- ___________________________________

12. Total Service in the Bank :- _____________Years ________Month

13. Retired in the official Grade a) Scale-III, b) Scale-IV, c) Scale-V and above or

Grade-B, Grade-C, Grade-D and above

14. Nature of Retirement :- a) Exit Policy b) Superannuation c) V.R.S (Please Tick)

15. Worked as :-

(a) JM I/Grade A :- _______ Years

(b) MM II/Grade A :-_______ Years

(c) MM III/Grade B :-_______ Years

(d) SM Scale IV/ Grade C :- ________Years

(e) Scale V and Above/ Grade C and above :-________Years

16. Assignment held during the service period.

Sl

No.

Name of the Post

Held

No. of

Years. Job Responsibility

17. Experience in SHG/JLG Financing as Branch Manager

Sl

No.

Place of Posting

Period of

Posting

No. of

Years. Achievements

18. Experience in Handling Financial Inclusion/SHG Financing at Zonal/Regional/LHO

Level/DDM office

Sl

No.

Designation

Place of

Posting

Period of

Posting

No. of

Years.

Achievements

19. Worked in Capacity of LDM/DDM-NABARD/LDO of RBI

Sl

No.

Designation

Place of

Posting

Period of

Posting

No. of

Years.

Achievements

20. Trainings attended on Agriculture, Rural Development, SHG Bank Linkage, Financial

Inclusion

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

_____________________

21. Proficiency in Computers:

Working knowledge in Internet and MS office: …YES/NO…………………………….

22. Please give 2 preference districts for posting

First Preference :- ________________________________

Second Preference :-________________________________

23. Give details of 2 Reference of Supervisors under whom you have worked in Bank

1. Name:

Designation:

Contact Number:

2. Name:

Designation:

Contact Number:

N.B:- Attach Additional Sheet if Required

I hereby declare that the information furnished above are true to the best of my knowledge

Date :-

Place :-

Signature of Applicant

Selection Process

A State Level Procurement Committee chaired by State Mission Director will scrutinize

the application at State Level based on fixed evaluation parameters.

Top 3 candidates per district will be shortlisted for interview at district level.

There will be a District Level Committee consisting of PD, DRDA, DPM-OLM, LDM and

DDM (NABARD) which will select one candidate through Personal Interview. Remaining

candidates will be waitlisted for one year.

Short listing Criteria at State Level:

Criteria Parameters Maximum Marks

Mandatory

Criteria

Must be a Retired Banker from Commercial

Bank/RRBs/Co-operative Bank/NABARD/RBI/

SIDBI as Scale-III/Grade C & above.

Yes/No

Age limit is less than 62 Years Yes/No

Preferential

Criteria

Scale-III 10 Marks, Scale-IV 15 Marks, Scale-V

and above-20 Marks, Grade C-15 marks, Grade D

and above 20 marks

20 Marks

Experience in SHG/JLG Financing as Branch

Manager (1 Marks for every 2 year of experience) 10 Marks

Experience in handling Financial Inclusion at

Zonal/Regional/LHO level (1 Marks for every 1

year of experience)

10 Marks

Worked in capacity of LDM/DDM NABARD/LDO

of RBI 10 Marks

Total 50 Marks

Evaluation Criteria for Personal Interview at District Level: (50 Marks)

Attitude - 15 Marks

Knowledge on SHG-Bank Linkage and Financial Inclusion with focus on SHGs-15 Marks

Skills (Communication, Negotiation, Problem Solving) – 20 Marks