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% 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)

📌 Elite Relationship Manager (Kota)
🏢 equitas small finance bank
📍 Kota