ERM KRAs & Incentive System

Parameters

Parameter Weight %

Achievement Scale

Target

CASA NTB Qualified Artha Elite (nos)

10.0%

0 to 300%

3

CASA Value - NTB value growth p.m. -Rs. in Lk)

15.0%

0-300%

25.00

CASA Value - OTB value growth p.m. -Rs. in Lk)

10.0%

-50% to 300%

15.00

RTD Value (OTB+NTB value growth p.m. - Rs. in Lk)

20.0%

-50% to 300%

35.00

Revenue (Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in Lk

25.0%

0% to 300%

0.75

Incremental FB grouping (Unique groups)

7.5%

0-300%

5

Qualified inc. PH over previous month

7.5%

0-300%

10

Asset Cross sell (GL Locations - Rs. in Lk p.m) (or)

5.0%

0-300%

1.00

Asset Cross sell (Non GL Locations, 1 case p.m) (or)

1

Investment Net Sales - (p.m Rs. In Lk)

10.00

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% - Credit will be 5%

>35% to <=50% - Credit will be 3%

>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)

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