Branch Relationship Manager

BRM KRAs & Incentive System

Parameters

Parameter Weight %

Achievement Scale

Target (Basis Branch Segment)

A+ & A

Others

CASA NTB Qualified Artha Elite (nos) 

10.0%

0 to 300%

3

3

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

15.0%

0-300%

15.00

15.00

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

10.0%

-50% to 300%

10.00

7.00

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

20.0%

-50% to 300%

25.00

23.00

Revenue ((Investments + Insurance +  3-in-1 Brokerage + Asset 

Processing Fees) - Rs. in Lk)

25.0%

0% to 300%

0.50

0.40

Incremental FB grouping ( Unique groups)

7.5%

0-300%

4

Qualified inc. PH over previous month

7.5%

0-300%

10

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

5.0%

0% to 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)

5.00

5.00

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)