This document outlines the rules and parameters for a team building initiative called "The REL(A)Y - RACE". It divides participants into 3 teams captained by Alfred Dsouza, Prasad Bagwe, and Divya Kucheria. The contest will evaluate teams based on their achievement of fee, CASA, asset and engagement targets. Teams will be assigned grades and total targets. The team with the highest percentage achievement will be declared the winner. Updates will be published bi-weekly and call averages will impact points. Extra credit is available until October 14th for the top performing team.

1. THE REL(A)Y - RACE
A TEAM BUILDING INITIATIVE

2. THIS IS A CONTEST
MIND YOU
THIS IS YOUR CONTEST

3. BASIC CONSTRUCT
Ben Johnsons Usain Bolts Carl Lewis
Alfred Dsouza – CaptainPrasad Bagwe – Captain Divya Kucheria – Captain
Nirav Jain Sunil Dubey Felix Dsouza
Vijay Rajagopalan Abhishek Brahma Pankaj Dubey
Prasad Sawant Saurabh Khandelwal Arpit Vagrecha

4. WILL YOU ???

5. PARAMETER CONSIDERED
C - CASA
A - Assets
F - Fee
E - Engage

6. WEIGHTAGES
FEE
50%
ASSETS ENGAGE
20% CASA 10%
20%

7. IN DEPTH
WEIGHTAGES
CASA
CASA
Weightage
10%
50% CHEQUE
PICKUP
20%
NCA
20%
Product Cheque Pick Up NCA
%age 50% 50%

8. IN DEPTH
WEIGHTAGES
ASSETS
ASSETS
Weightage
10%
20% CC HL
25% 25%
20%
50% AL
LAS 15%
35%
Product HL AL LAS CC
%age 25% 15% 35% 25%

9. IN DEPTH
WEIGHTAGES
FEE
FEE
DEBT MF
Weightage 8%
EQUITY MF
8% LI
SIPs 30%
20% 4%
20% ASSETS
10%
50%
10%
NFO ALCHEMY
12% 14%
RE PMS
14%
Product LI Alchemy RE PMS NFO Assets SIPs Equity MF Debt MF
%age 30% 14% 14% 12% 10% 4% 8% 8%

10. IN DEPTH
WEIGHTAGES
ENGAGE
ENGAGE
Weightage
50% CONTACT PROFILER
33% 34%
20%
20% 10% I@E
33%
Invest @
Parameter Profilers Contactability
Ease
Avg. 5 ( 3 Unique 2
Numbers 50 50
Follow Up)

11. MILESTONES TO BE
ACHIEVED
GRADE FEE Targets CASA Targets
M II 5.5 L 1 Cr.
MI 4L 1 Cr.
AM II 2.5 L 1 Cr.

12. 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

13. 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

14. IN A JIST - PARAMETERS
CASA ASSETS FEE ENGAGE
1 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

15. TEAM LEVEL TARGETS
Team Members Grade Target Total
Alfred Dsouza - C M II 6
Ben Nirav Jain AM II 3
16.5
Johnsons Vijay Rajagopalan MI 4.5
Prasad Sawant AM II 3
Prasad Bagwe – C M II 6
Usain Sunil Dubey MI 4.5
16.5
Bolts Abhishek Brahma AM II 3
Saurabh Khandelwal AM II 3
Divya Kucheria – Captain AM II 3
Felix Dsouza MI 4.5
Carl Lewis 13.5
Pankaj Dubey AM II 3
Arpit Vagrecha AM II 3

16. COMING TOGETHER IS THE BEGINNING
KEEPING TOGETHER IS THE PROCESS
WORKING TOGETHER IS THE SUCCESS