Personal Banker
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 1 yearJob Description
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 | |
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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) | ||
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