Personal Banker (Jaipur)

Personal Banker (Jaipur)

12 Oct
|
equitas small finance bank
|
Jaipur

12 Oct

equitas small finance bank

Jaipur

PB KRAs & Incentive SystemParametersParameter Weight %Achievement ScaleTarget (Basis Branch Segment)A+ & AOthersCASA NTB Qualified Artha Elite (nos) 15.00%0 to 300%21CASA Value - NTB value growth p.m. -Rs. in Lk)15.00%0-300%129CASA Value - OTB value growth p.m. -Rs. in Lk)10.00%-50% to 300%6.006RTD Value (OTB+NTB value growth p.m.

- Rs. in Lk)20.00%-50% to 300%17.0015Revenue ((Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in 20.00%0% to 300%0.30.2Lk)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%11Asset Cross sell (Non GL Locations, 1 case p.m) (or)11Investment Net Sales - (p.m Rs. In Lk)33Incremental FB grouping ( Unique groups) 5.00%0-300%33Compliance 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)

📌 Personal Banker (Jaipur)
🏢 equitas small finance bank
📍 Jaipur

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