WRM KRAs & Incentive System

Parameters

Parameter Weight %

Achievement Scale

Target

CASA NTB Qualified Artha Elite (nos)

10.00%

0 to 300%

3

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

15.00%

0-300%

35.00

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

10.00%

-50% to 300%

20.00

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

20.00%

-50% to 300%

70.00

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

20.00%

0% to 300%

1.25

Incremental FB grouping ( Unique groups)

10.00%

0-300%

4

Revenue on Investment -Rs. in Lk)

5.00%

0-300%

0.25

Qualified inc. PH (Incl Credit cards /PL) over previous month

10.00%

0-300%

8

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)

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