Process to Follow for getting credit in the Contest



* Definition of inactive New MB App user - customers who never used the New MB App since Nov'18 till 30th Nov'19 The existing CRM process to capture Demos will be used wherein we will track the activations and map the same against the demos given and give incentives accordingly. Hence the RM would have to update the CRM for Demo post referring the App to a customer for it to get counted.



Payout Structure for Branch Resources


  • Basis number of customers activated on New MobileBanking App & satisfying the eligibility criteria


Customer Activation Benchmark

Prize Value

20

750

30

1,500

50

3,000

75

5,000

100

8,000

  • Basis total number of activations done by their staff & satisfying the eligibility criteria


No. of Eligible BMs

Prize Value

Top 75

5,000

Next 200

2,000

  • Basis total number of activations done by their staff & satisfying the eligibility criteria


No. of Eligible CHs

Prize Value

Top 15

15,000

Next 30

10,000



Payout Structure for Virtual Channel Resources

  • Basis number of customers activated on New MobileBanking App & satisfying the eligibility criteria


Customer Activation Benchmark

Prize Value

15

500

20

750

35

2,000

55

3,500

80

6,500



Prizes to be won

Prize Denomination

Brand

Less than Rs 1,000

PVR / BookMyShow Gift Voucher

More than Rs 1,000

Flipkart Gift Voucher

*BookMyShow vouchers will be given only to winners in those cities where PVR isn't present



Eligibility Criteria

  • Branch Staff/BMs/CHs will themselves have to be active on MB App to become eligible for the contest
  • A resource to do at least 20 activations during the contest period to become eligible for Prizes
  • A BM has to ensure at least 60% Branch Staff are meeting the above benchmark
  • A CH has to ensure at least 60% Cluster Staff (excluding BMs) are meeting the above benchmark
  • In case the same customer is referred by multiple people, the first CRM entry will be considered for giving the credit
  • Virtual Channel Staff/Supervisors/Unit Heads will themselves have to be active on MB App to become eligible for the contest
  • A resource to do at least 15 activations during the contest period to become eligible for Prizes
  • A Supervisor will have to ensure at least 50% resources under him are meeting the above benchmark in order to qualify
  • A Unit Head will have to ensure at least 50% resources (only Portfolio Owners) under him are meeting the above benchmark in order to qualify
  • In case the same customer is referred by multiple people, the first CRM entry will be considered for giving the credit



Process to enter Demo on CRM:

  • Login To CRM Next with your user name and password
  • Go to 'Accounts' Tab
  • Click on ‘Advanced Search’ Tab
  • Input the Cust ID of the customer in the 'Cust ID/Sub Code' Box
  • Post opening the Customer Profile, Click on 'Interactions' Tab
  • Under Interactions Tab, Click on ‘Log a Call’ option to create new interaction
  • Select 'Digital Demo Done' option under Subject line
  • User needs to tick on the magnifying glass option in Type of Digital Demos and tick details for Demos given Mobile - Financial / Non Financial then save the interaction and Logout.
  • Managed demos to be given as per Existing HNW Sales process