PB KRAs & Incentive System
ParametersParameter Weight %Achievement ScaleTarget (Basis Branch Segment)
A+ & AOthers
CASA NTB Qualified Artha Elite (nos) 15.00%0 to 300%21
CASA Value - NTB value growth p.m. -Rs. in Lk)15.00%0-300%129
CASA Value - OTB value growth p.m. -Rs. in Lk)10.00%-50% to 300%6.006
RTD Value (OTB+NTB value growth p.m. - Rs. in Lk)20.00%-50% to 300%17.0015
Revenue ((Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in 20.00%0% to 300%0.30.2
Lk)
Qualified inc. PH over previous month 10.00%0-300%8

Asset Cross sell (GL Locations - Rs. in Lk p.m) (or)5.00%0-300%11
Asset Cross sell (Non GL Locations, 1 case p.m) (or)11
Investment Net Sales - (p.m Rs. In Lk)33
Incremental FB grouping ( Unique groups) 5.00%0-300%33
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) 5%Nil: 5 | Otherwise: 0 (Nil Account closures for deviation reasons)
(Nil deviations)

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