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
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