Personal Banker

Personal Banker PB KRAs & Incentive System Parameters Parameter Weight % Achievement Scale Target (Basis Branch Segment) A+ & A Others CASA NTB Qualified Artha Elite (nos) 15.00% 0 to 300% 2 1 CASA Value - NTB value growth p.m. -Rs. in Lk) 15.00% 0-300% 12 9 CASA Value - OTB value growth p.m. -Rs. in Lk) 10.00% -50% to 300% 6.00 6 RTD Value (OTB+NTB value growth p.m. - Rs. in Lk) 20.00% -50% to 300% 17.00 15 Revenue ((Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in 20.00% 0% to 300% 0.3 0.2 Lk) Qualified inc. PH over previous month 10.00% 0-300% 8 Asset Cross sell (GL Locations - Rs. in Lk p.m) (or) 5.00% 0-300% 1 1 Asset Cross sell (Non GL Locations, 1 case p.m) (or) 1 1 Investment Net Sales - (p.m Rs. In Lk) 3 3 Incremental FB grouping ( Unique groups) 5.00% 0-300% 3 3 Compliance Parameters: Account opening FTR 5% We will consider both TAB and Non-TAB cases and the numbers need to be converted into percentage values with the following credit structure >0% to >35% to >50% - Credit will be 0% Acquisition - Ensure due diligence/KYC as per norms (Documents/Customer Onboarding) 5% Nil: 5 | Otherwise: 0 (Nil Account closures for deviation reasons) (Nil deviations)