Business Principles, Tools, and Techniques in Participating in Various Types...
DM Model 2.0_Final_Launch Deck_Sales (2).pptx
1. This is strictly for internal circulation to PNB MetLife Employees & Advisors
2. Customers
Valued Partners
Employees
“The goal isn't to live
forever; the goal is to
create something that
will ”
|India Dream Team Agency|
Our Purpose : Building a Legacy
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3. For your Family, you are a Superhero.
They look up to you for a “Dream Home” 3
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4. 4
For your Family, you are a Superhero.
They look up to you for a “Dream Vacation”
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6. 6
For your Family, you are a Superhero.
They look up to you for their “Dream Car”
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7. As a Distribution Manager,
you already have the
Power to Achieve
all the DREAMS &
Make your LIFE Beautiful
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8. If YOU ARE BEAUTIFUL,
it’s God’s gift to you.
If YOU LIVE YOUR LIFE
BEAUTIFUL,
it’s your Gift to God.
If You want
to look HANDSOME,
give your
hand to SOME.
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9. 1886 Distribution Managers*
have recruited 6865 FAs & LPMs
and have given hands to others..
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*As on 31st May 2023
10. How to create a Dream Team?
Be Dedicated to YourDaily
Routine
You are your own Boss
No one is monitoring You
Your LPMs & DMs look up to You as their Leader
Mantra : 1
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11. This will lead to higher business & activation
Have A Great Vision
for you & your Team
Mantra : 2
I will create
10 millionaires in
my team : 10 MDRTs
I will lead
a team of
100 people
How to create a Dream Team?
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12. This will lead to higher activation
Train well & Treat Well.
Train your team members so well that
they double their income every year.
Treat them well enough so that they
never leave you.
Mantra : 3
How to create a Dream Team?
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14. Transfer your Skills
to your Team =
Duplicate Success
Create Independent LPMs & DMs in your team
for Big Activation & Business
Mantra : 4
How to create a Dream Team?
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15. Show them a well-defined
Career Path.
“Everyone loves Growth”
This will help you create a highly motivated team
Mantra : 5
How to create a Dream Team?
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16. DM Model :: Take-Off update
2 Distribution Managers
Earned 1Cr+
In just 2 years of launch
37 Distribution Managers
earned 10 Lacs+
in their first year of joining
Distribution Managers contributed
103 Cr Premium in FY23
(in just 2 years of launch)
We have taken-off, its time to Fly High to 1000 Crores.
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17. This is strictly for internal circulation to PNB MetLife Employees & Advisors
18. Fly High DM Model 2.0
01
03
04
Simplified
Growth
Oriented
02
Opportunity
to
Earn Big
Strong
Team
Building
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20. Currently TDF is on Weighted FYC
which is difficult to Calculate
New TDF is Simplified with
WANBP based Payout.
Fly High DM Model 2.0
Training & Development Fees
21. Fly High DM Model 2.0 : Training & DevelopmentFees
1. Big & Quality Team leads to Bigger Production & Bigger Payouts
Training & Development Fees*
(Monthly)
Team WANBP Slab (₹) TDF Payout %
12,000 7.0%
60,000 8.0%
1,20,000 9.0%
2,40,000 11.0%
4,80,000 12.0%
12,00,000 13.0%
18,00,000 14.0%
48,00,000 16.0%
1,80,00,000 17.0%
2,40,00,000 20.0%
4,80,00,000 23.0%
7,20,00,000 25.0%
• 2 New FA coding with 50k WANBP Activation is required to release the
TDF incentive.
• In case, 2 FA Codes (50k Active) are not generated after joining of PDM,
all the incentives earned will be on hold for 3 months from joining.
• TDF WANBP will be calculated on Total Team Performance on Placings for
the month.
• ULIP WANBP for TDF calculation will be 50% irrespective of the premium
amount.
• TDF payout will be equal to persistency if 13th
Month Persistency is
below 80%. Example : at 79% Persistency, TDF will be equal to 79% of
TDF earned. If persistency is 80% and above, TDF will be equal to 100% of
TDF earned.
• Super slabs of 17% and above requires Min 50k Activation of 3 Valued
Partners in DT+L1+L2 in the same month.
Super Slabs
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NEW
22. EDM 120% 30% 20%
• Min. 50k WANBP in that month OR 1.5 Lac WANBP in that calendar quarter from
DT to be eligible for L-1 & L-2 payouts.
• Calendar Quarter means AMJ / JAS / OND / JFM
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Fly High DM Model 2.0 : Training & DevelopmentFees
2. Grow Your career and earn more
Designation
WANBP Slab multiplier for TDF
DT L1 L2
Provisional DM 100% NA NA
DM 100% 20% NA
SDM 110% 25% 15%
23. Fly High DM Model 2.0 : Training & DevelopmentFees
1. Big & Quality Team leads to Bigger Production & Bigger Payouts
Illustration for
Distribution Manager
DT Business
2 Lacs Premium (Cheque
value) in MGFP 10 Pay
WANBP
2.40 Lacs (120%
in MGFP 10 Pay)
TDF @ 2.40 Lacs
Rs. 26,400
(11% of WANBP)
% Earning on
2 Lacs Premium
13.20%
23
* Subject to all other conditions fulfilled
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24. Fly High DM Model 2.0 : Training & DevelopmentFees
1. Big & Quality Team leads to Bigger Production & Bigger Payouts
Illustration for
Executive Distribution Manager
DT Business
10 Lacs Premium
(Chq Value) in MGFP 10 Pay
DT Business WANBP
12 Lacs
(120% in MGFP 10 Pay)
L-1 Business WANBP
6 Lacs
(5 Lacs Chq value in MGFP 10 Pay)
L-2 Business WANBP
24 Lacs
(20 Lacs Chq Value in MGFP 10 Pay)
Total Team WANBP
to calculate EDM TDF
14.40 Lacs (DT 120%) +
1.80 Lacs (L1 30%) +
4.80 Lacs (L2 20%)
= 21 Lacs
TDF @ 21 Lacs (EDM)
Rs. 2.94 Lacs
(14% of WANBP)
24
* Subject to all other conditions fulfilled
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25. Promotion Criteria & Bonus*
PDM TO DM
LPM (DT) 2
WANBP ₹ 4,00,000
Indirect
Team Leaders
-
Promotion Bonus
Promotion in
6 months
₹ 25,000
DM TO SDM
LPM (DT) 4
WANBP (DT) ₹ 10,00,000
Indirect Team
Leaders
1 DM
Promotion Bonus
Promotion in
9 months
₹ 50,000
SDM TO EDM
LPM (DT) 6
WANBP
(DT+L1+L2)
₹ 40,00,000
Indirect Team
Leaders
4 DM OR
2 SDM
Promotion Bonus
Promotion in
12 months
₹ 50,000
Fly High DM Model 2.0 : PromotionBonus
3. Grow Your career and earn more & more
NEW
* Minimum 13th Month persistency of 80% is required
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26. Fly High DM Model 2.0 : PromotionBonus
3. Grow Your career and earn more & more
Existing PDMs/DMs/SDMs
who have completed
6 Months (PDM) / 9 Months (DM) / 12 Months (SDM)
vintage after joining/promotion,
They can still earn Promotion Bonus,
if they get promoted by 30th Sep 2023
GREAT
NEWS
* Minimum 13th Month persistency of 80% is required
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27. Team Building Incentive
(DT)
New Agent
to LPM
Incentive per LPM
from Direct Team
M0 - M3 after
coded as FA
₹ 10,000
• Payout will be made only if LPM gets 50K WANBP issuance in M0-M2 after getting coded as LPM
• Criteria of FA to become an LPM is :
• 1.2 Lac WANBP in trailing 12 months,
• In possession of a TABLET device as prescribed by the company
• Successful completion of LPM induction program & RM Interview.
Fly High DM Model 2.0 : Team Building Incentive
4. Build your quality team & earn more
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28. Create a Big Team & Activate
Your team for Big Income
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30. Monthly Activation Bonus*
Team Activation
(50k WANBP)
Activation
Bonus
2 ₹ 1,500
This is Monthly Activation Bonus, effective from 1st June 2023 to 31st Mar 2024.
Activation with 50k WANBP by Direct Team of FA+LPM in a month will be considered.
Activation based on placings in the month will be considered. DM Self Code Activation will not be
considered for Monthly Activation Bonus.
EXCITINGLY
NEW
3 ₹ 3,000
4 ₹ 4,000
5 ₹ 10,000
6 ₹ 11,000
7 ₹ 12,000
8 ₹ 13,000
9 ₹ 14,000
10 ₹ 20,000
Fly High DM Model 2.0 : Activation Bonus
5. Bigger team leads to bigger activation & bigger income
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31. Fly High DM Model 2.0 : Activation Bonus
More Power to a Leader
: For Example :
•If any DM has team of 10 FA/LPMs and 5 of those 10
FA/LPMs gets activated with 50k WANBP in June 2023 on
Placings, DM will earn Rs. 10,000/-
as Activation Bonus.
• If a DM does activation of 10 FA/LPMs in July 2023, DM will
earn Rs. 20,000/- in July 2023.
• If a DM activates 5 FA/LPMs in his Direct Team and
has activated his Self-code with 50k WANBP. This will
be
considered as only 5 Active as DM/PDM Self-code is not be
considered for Activation Bonus
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32. Business Development Bonus*
(Only applicable for SDM/EDM)
Fly High DM Model 2.0 : Business DevelopmentBonus
6. Develop leaders in your team and activate more to earn BDB
Recruitment Support Bonus ₹ 30,000 per Calendar Quarter for 2 Leader Hiring from DT, L-1
Team Meeting Bonus
₹ 30,000 per Calendar Quarter for Meeting Expenses
subject to 20 / 30 active in a calendar quarter from DT, L-1.
20 active in AMJ, JAS or OND & 30 Active in JFM Quarter.
NEW
* Applicablefor FY24 (Apr'23 to Mar'24)
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33. Fly High DM Model 2.0 : Business DevelopmentBonus
6. Develop leaders in your team and activate more to earn BDB
GREAT
NEWS
For July-Aug-Sep 2023 Quarter,
June 2023 Activation / Leader hiring will be considered for BDB.
Example : If any SDM/EDM activates 4 FA/LPM (DT+L1) in June 2023,
5 Activation in July’3, 5 Activation in Aug’23 & 6 Activation in Sep’23 then
20 Activation will be considered for this SDM/EDM to calculated BDB
for JAS 2023 Quarter and will be paid Rs. 30,000 as Team Meeting Bonus.
Same logic (adding Jun’23 hiring for JAS’23) applies for Recruitment Support Bonus too.
* Applicablefor FY24 (Apr'23 to Mar'24)
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34. * Applicablefor FY24 (Apr'23 to Mar'24)
• Team Meeting Bonus : Active means 50k WANBP in a month. If any FA/LPM gets active in all three
months of a quarter, it will be counted as 3.
• Recruitment Support Bonus : 2 New leader codes recruited in DT and L1 put together in a calendar
quarter with 2 Active FA codes each (Active means 50k WANBP in a month)
• Leader Hiring Definition : PDM/DM, in M0-M3, recruits and activates 2 new FAs with 50k will be
considered. Example : A new leader recruited in June (M0) recruits and activates 2 new FA codes
before September will be considered for JAS quarter achievement for recruitment support bonus for
the upline SDM/EDM.
• Quarter is defined as calendar quarter. For Example : 2 Leader hiring or 20 active from DT and L1 in
AMJ or JAS or OND will be calculated for the payout.
Fly High DM Model 2.0 : Business DevelopmentBonus
6. Develop leaders in your team and activate more to earn BDB
This is strictly for internalcirculation to PNB MetLife Employees & Advisors
35. This is strictly for internal circulation to PNB MetLife Employees & Advisors ^ Compensationwill be paid monthly as per companypolicy
Fly High DM Model 2.0
MonthlyCompensation^
Designation
Monthly
Goal Sheet
(Self-Code +DT)
Monthly
Compensation
Provisional Distribution
Manager (PDM)
₹ 75,000 ₹ 5,000
Distribution
Manager (DM)
₹ 75,000 ₹ 5,000
Senior Distribution
Manager (SDM)
₹ 1,50,000 ₹ 7,000
Executive Distribution
Manager (EDM)
₹ 2,00,000 ₹ 10,000
36. 6. Business Development
Bonus
Develop leaders in your team
and activate more to earn BDB
4. Promotion Bonus
Grow Your career and earn
more & more
1. TDF Payout
Big & Quality Team leads to
Bigger Production & Bigger
Payouts
3. Monthly Activation
Bonus
Bigger team leads to
bigger activation & bigger
income
5. Team Building
Incentive
Build your quality
team & earn more
2. WANBP Multiplier
Grow Your career and
earn more
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This is strictly for internal circulation to PNB MetLife Employees & Advisors
Fly High DM Model 2.0
Payout Snapshot
Monthly Compensation
37. A Few Questions to you
• When will you get promoted
to next level (Date & Month)?
• What will be your Activation
Bonus in this month?
• How BIG is going to be your
Team?
• How many MDRTs will you
create from your Team?
37
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Fly High DM Model 2.0