THE REL(A)Y - RACEA TEAM BUILDING INITIATIVE

THIS IS A CONTEST

MIND YOU

THIS IS YOUR CONTEST

BASIC CONSTRUCT

Ben Johnsons

Alfred Dsouza – CaptainNirav JainVijay RajagopalanPrasad Sawant

Carl Lewis

Divya Kucheria – CaptainFelix DsouzaPankaj DubeyArpit Vagrecha

Usain Bolts

Prasad Bagwe – CaptainSunil DubeyAbhishek BrahmaSaurabh Khandelwal

WILL YOU ???

PARAMETER CONSIDERED

C - CASA

A - Assets

F - Fee

E - Engage

CASA20%

ASSETS20%

FEE50%

EN-GAGE10%

WEIGHTAGES

IN DEPTH WEIGHTAGES

CASA

CHEQUE PICKUPNCA20%

20%

50%

10%

Weightage

CASA

Product Cheque Pick Up NCA%age 50% 50%

IN DEPTH WEIGHTAGES

HL25%

AL15%LAS

35%

CC25%

ASSETS

20%

20%

50%

10%

Weightage

ASSETS

Product HL AL LAS CC%age 25% 15% 35% 25%

IN DEPTH WEIGHTAGES

Product LI Alchemy RE PMS NFO Assets SIPs Equity MF Debt MF

%age 30% 14% 14% 12% 10% 4% 8% 8%

20%

20%

50%

10%

WeightageLI

30%

ALCHEMY14%

RE PMS14%

NFO12%

ASSETS10%

SIPs4%

EQUITY MF8%

DEBT MF8%

FEEFEE

IN DEPTH WEIGHTAGES

Parameter Profilers Invest @ Ease Contactability

Numbers 50 50 Avg. 5 ( 3 Unique 2 Follow Up)

20%20%

50%

10%

Weightage

PROFILER33%

I@E33%

CONTACT33%

ENGAGE

ENGAGE

MILESTONES TO BE ACHIEVEDGRADE FEE Targets CASA TargetsM II 5.5 L 1 Cr.

M I 4 L 1 Cr.

AM II 2.5 L 1 Cr.

RULES N REGULATIONS•The team with the highest percentage achievement will be declared as the winner.•In case of Asset Products (login only) the points shall be awarded based on the expected revenue which will be needed to be confirmed by the FPR (Eg. Kamal Mundra in case of PSG deal finalisation)•CASA Cheque pick ups need to be reported one day in advance with a copy of the Cheque mailed to the BM•The CBM will hold the authority in case of any conflicts

RULES N REGULATIONS•Extra Credit of 20% in the contest till the 14th of October only for the Top Performing Team•The update of the contest will be published bi – weekly•Criteria on Call Average:

• Less than 4 for a team in a week = -ve 50% of Points• More than 5 for a team in a week = +ve 25% of Points

•CASA Criteria: The amount should remain in the account for at least one week

IN A JIST - PARAMETERSCASA ASSETS FEE ENGAGE1 Crore Per RM HL LI Profilers – 50

AL Alchemy Invest@Ease - 50

LAS RE PMS Contactibility – 5

Credit Cards NFO

Assets (D)

Debt MFs

Equity MFs

SIP

TEAM LEVEL TARGETSTeam Members Grade Target Total

Ben Johnsons

Alfred Dsouza - C M II 6

16.5Nirav Jain AM II 3Vijay Rajagopalan M I 4.5

Prasad Sawant AM II 3

Usain Bolts

Prasad Bagwe – C M II 6

16.5Sunil Dubey M I 4.5Abhishek Brahma AM II 3

Saurabh Khandelwal AM II 3

Carl LewisDivya Kucheria – Captain AM II 3

13.5Felix Dsouza M I 4.5Pankaj Dubey AM II 3

Arpit Vagrecha AM II 3

COMING TOGETHER IS THE BEGINNING

KEEPING TOGETHER IS THE PROCESS

WORKING TOGETHER IS THE SUCCESS