Meridian Partners
People & Performance

Annual Performance Review

Confidential · HR Record
Marcus Bellamy
MP-10472
Senior Account Manager
Client Services
Priya Anand
Jan–Dec 2025
Rating scale 5 Outstanding 4 Exceeds 3 Meets 2 Below 1 Unsatisfactory
1

Core Competencies

CompetencyRatingComments & examples
Job KnowledgeDepth of role expertise & technical skill
4
Strong grasp of full client portfolio
Quality of WorkAccuracy, thoroughness, attention to detail
5
Zero rework on Q3 deliverables
ProductivityVolume, efficiency, meeting deadlines
4
CommunicationClarity, listening, written & verbal
4
TeamworkCollaboration, reliability, support of peers
5
Go-to mentor for two new hires
InitiativeOwnership, problem-solving, going beyond
3
2

Strengths & Development Areas

Exceptional client retention; calm under pressure; consistently mentors junior staff.
Delegate earlier on large accounts; raise visibility in cross-team planning.
3

Goals for Next Period

1) Lead the enterprise-account migration. 2) Complete advanced negotiation certification. 3) Grow assigned book of business by 12%.
Overall Performance Rating Manager's summary assessment for the period
4
Exceeds Expectations
Priya Anand
Reviewing manager
Priya Anand
February 6, 2026
Marcus Bellamy
Employee acknowledgment
February 6, 2026