Personal Banker

 PB KRAs & Incentive System

Parameters

Parameter Weight %

Achievement Scale

Target (Basis Branch Segment)

A+ & A

Others

CASA NTB Qualified Artha Elite (nos)

15.0%

0 to 300%

2

1

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

15.0%

0-300%

12.00

9.00

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

10.0%

-50% to 300%

6.00

6.00

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

20.0%

-50% to 300%

17.00

15.00

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

Lk)

20.0%

0% to 300%

0.30

0.20

Qualified inc. PH over previous month 

10.0%

0-300%

8

Asset Cross sell (GL Locations - Rs. in Lk p.m) (or)

5.0%

0-300%

1.00

1.00

Asset Cross sell (Non GL Locations, 1 case p.m) (or)

1

1

Investment Net Sales - (p.m Rs. In Lk)

3.00

3.00

Incremental FB grouping ( Unique groups) 

5.0%

0-300%

3

3

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)