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• Bank ofBa;oda
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LZ/Kanpu rM/RWM/ 24-25/01 10.04.2024

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LETTER TO ALL THE WALTH EXECUTIVE OF KANPUR METRO REGION

~tilQ /Re: Monthly Business Target (April 2024) for Wealth Executives in All
WMS Products.

On the onset of the new Financial Year, We would like to appreciate all Wealth Executives for
overwhelming response in the WMS Business during FY2023-24.

As per our MD Sir's focused agenda of generation of fees and flows with need based selling
of WMS Products, It has been decided to allocate monthly business Targets for April 2024
month under all WMS Products, It becomes imperative that each and every Wealth Executive
must be active on monthly basis and achieve their Monthly Business Target (April 2024) for All
WMS Products.

Wealth Executive Scale wise Monthly Business Target (April 2024) are as under:

Monthly Business Target (April 2024) (Net Premium and Amount in Lakhs) I
Wealth Executive Mutual Mutual
Life Health General
Fund Fund
Scale Insurance Insurance Insurance
Lump sum SIPs
II 6.00 2.00 3.00 400.00 3.00
I 5.00 1.50 2.00 300.00 2.50

We therefore request you to please ensure achievement of Monthly Business Targets of your
Branch in each Wealth Products. Please adhere to the guidelines of Circular No.
BCC:BR:116:239 dated 05.04.2024 Observance of compliance - Wealth Manageme nt Business
for selling all WMS Products.

Ali°Wealth Executives are advised to ensure active participation

We wish you and your team every success in your endeavours.

: 118/330, cfil~k1~~, -;f. 5, - 208 012, 'lfTffl

Kanpur Metro Region: 118/330, Kaushalpuri, Gumti No. 5, Kanpur- 208 012, India
I Phone: 0512-2215171 - 73 ~/Fax: 0512- 2219344 e-mail: rm.kanpur@bankofbaroda.com

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