Job Description:

Role Category Category Weightage Parameters Parameter Weight % Metro Urban SU Rural
Personal Banker Service Quality 5% Welcome calling and onboarding Customers (100% of NTB A/cs of the Branch) 5% NA NA NA NA
Personal Banker Quantitative Parameters 50% CASA NTB Count 7.5% 8 8 8 NA
Personal Banker Quantitative Parameters 50% CASA Growth (Rs. Lacs p.m.) 15.0% 6 5 5 NA
Personal Banker Quantitative Parameters 50% RTD Growth ( Rs. Lacs p.m) 10.0% 1.8 1.5 1.5 NA
Personal Banker Quantitative Parameters 50% OTB Liability Pool Growth (Rs. Lacs p.m.) 10.0% 15 12 10 NA
Personal Banker Quantitative Parameters 50% LI + GI+ MF - Net Revenue (in Rs. lacs) 12.5% NA NA NA NA
Personal Banker Quantitative Parameters 50% Asset Cross sell - For GL Locations (in Rs. lacs). Asset Cross sell - For Non GL Locations,



1 assets case per month 5.0% 1.5 1 1 NA
Personal Banker Portfolio Management 25% % of Book (min 30% of accounts to be having Family Accounts) 5% NA NA NA NA
Personal Banker Portfolio Management 25% PPI of 2.5 for Mapped Book 10% NA NA NA NA
Personal Banker Compliance and Controls 20% Audit Ratings: Branch Medium Risk or below
Branch Medium Risk or below ,Follow the process as process and keep all the records available for checking
Timely Revert and rectification of audit findings 5% NA NA NA NA
Personal Banker Compliance and Controls 20% Nil adverse Audit observations in Cash Txns/Branch daily operations/Daily Reporting 15% NA NA NA NA
100%

📌 Personal Banker Bengaluru
🏢 equitas small finance bank
📍 Bengaluru