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) 15.0% 0 to 300% 2 1 CASA Value - NTB value growth p.m. -Rs. in Lk) 15.0% 0-300% 12.00 9.00 CASA Value - OTB value growth p.m. -Rs. in Lk) 10.0% -50% to 300% 6.00 6.00 RTD Value (OTB+NTB value growth p.m. - Rs. in Lk) 20.0% -50% to 300% 17.00 15.00 Revenue ((Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in Lk) 20.0% 0% to 300% 0.30 0.20 Qualified inc. PH over previous month 10.0% 0-300% 8 Asset Cross sell (GL Locations - Rs. in Lk p.m) (or) 5.0% 0-300% 1.00 1.00 Asset Cross sell (Non GL Locations, 1 case p.m) (or) 1 1 Investment Net Sales - (p.m Rs. In Lk) 3.00 3.00 Incremental FB grouping ( Unique groups) 5.0% 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) (Nil deviations) 5% Nil: 5 | Otherwise: 0 (Nil Account closures for deviation reasons)