RoleCategoryCategory WeightageParametersParameter Weight %MetroUrbanSURuralCappingElite RMQuantitative Parameters75%CASA NTB Count p.m10%55550 to 200%Elite RMQuantitative Parameters75%CASA Growth (Rs. Lacs p.m.)25%50505050-100% to 200%Elite RMQuantitative Parameters75%RTD Growth ( Rs. Lacs p.m)20%40404040-100% to 200%Elite RMQuantitative Parameters75%LI + GI+ MF +3in1 - Net Revenue (in Rs lacs)20%0.550.550.550.550% to 300%Elite RMQuantitative Parameters75%Asset Cross sell - For GL Locations (in Rs. lacs).
Asset Cross sell - For Non GL Locations , 1 assets case per month5%11110% to 200%
AUM Growth- Investments ( in Rs lacs)10101010Elite RMPortfolio Management15%PPI of 2.5 for Mapped Book5%55550 to 200%Elite RMPortfolio Management15%Mapped Book Customer meeting coverage2.5%NANANANA
Elite RMPortfolio Management15%% of Book (min 30% of accounts to be having Family Accounts)2.5%NANANANA
Elite RMBusiness Quality10%Activation of customers in digital channel (Internet, Mobile & Debit Card) (min 60% customers)5%NANANANA
Elite RMBusiness Quality10%Primary (30%), Active (60%) on Mapped Book5%NANANANA

📌 Wealth Relationship Manager (Bengaluru)
🏢 equitas small finance bank
📍 Bengaluru