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% 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)

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