Personal Banker

Role

Category

Category Weightage

Parameters

Parameter Weight %

Metro

Urban

SU

Rural

Capping

Personal Banker

Quantitative Parameters

50%

CASA NTB Count

10.0%

7

7

7

7

0 to 200%

Personal Banker

Quantitative Parameters

50%

CASA Growth (Rs. Lacs p.m.)

20.0%

20

16

16

16

-100% to 300%

Personal Banker

Quantitative Parameters

50%

RTD Growth ( Rs. Lacs p.m)

20.0%

15

12

12

12

-100% to 300%

Personal Banker

Quantitative Parameters

50%

LI + GI+ MF - Net Revenue (in Rs. lacs)

20.0%

0.3

0.25

0.25

0.25

0% to 300%

Personal Banker

Quantitative Parameters

75%

Asset Cross sell  - For GL Locations (in Rs. lacs).
Asset Cross sell  - For Non GL Locations , 1  assets case per month

5%

1

1

1

1

0% to 200%

AUM Growth- Investments ( in Rs lacs)

5

5

5

5

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

5.0%

4

4

4

4

0 to 200%

Personal Banker

Portfolio Management

Customer meetings

5.0%

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

5%

NA

NA

NA

NA

100%