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)

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