Job Description

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Role Parameters Parameter Weight % A+, A Others
Personal Banker CASA NTB Qualified Family Banking (nos) (Refer Definition) 13% 2 1
Personal Banker CASA OTB Qualified Family Banking Upgrade (nos) (Refer Definition) 7.5% 2 1
Personal Banker CASA Value (OTB+NTB value growth p.m. -Rs. in Lk) 20.0% 25 18
Personal Banker RTD Value (OTB+NTB value growth p.m. - Rs. in Lk) 15.0% 25 12
Personal Banker Revenue ((Investments + Insurance + 3-in-1 Brokerage + Asset Processing Fees) - Rs. in Lk) 15.0% 0.3 0.2
Personal Banker Total Unique PH growth (Incremental from previous month end) 10.0% 15 10
Personal Banker Asset Cross sell (GL Locations - Rs. in Lk p.m) (or) 5.0% 1 1
Personal Banker Asset Cross sell (Non GL Locations, 1 case p.m) (or) 1 1
Personal Banker Investment Net Sales - (p.m Rs. In Lk) 5 5
Personal Banker Branch Customer Service (Customer education on Digital channels, Handling customer queries and Customer compliants) 5.0% NA NA
Personal Banker Branch Operations & Compliance (Re KYC & Inoperative accounts activation) (RMU, CRL, Pending leads) 10.0% NA NA