Execution Date :13-Apr-2022 11:12:10 IST Operations Quality Score Card-BDM (YTD) MAR-22

BDM CODE 53636 Region DELHI NOP 169 NB Refund (in Cr.) 0.26 Cr. Out Flow (in Cr.) 1.52 Cr.

DOJ 27-SEP-2021 Total New Business (in 1.46 Cr.

BDM NAME PRATYUSH SHUKLA Total Surrender (in Cr.) Death Claim (in Cr.)
Tenure(Yr) .5 Total Renewals (in Cr.) 4.99 Cr. 1.52 Cr. 0.00 Cr.

Digital Parameters (Weightage 20) Customer Servicing Parameters (Weightage 20)

Customer self Service & other's Misselling PNR Complaints

Smart Advisor E-Shiksha Empowered-Usage % Early Claims Count
Digital Adoption % % Complaints Count FLC Vs Issuance % (Count) NPS Score
Adoption % (Weightage 5) (Weightage 5)
(Weightage 5) (Weightage 5) (Weightage 5) (Weightage 5) (Weightage 5) (Weightage 0)
(Weightage 5)

% Achieved Onboarding
% Achieved Score % Achieved Score % Achieved Score % Achieved Score Count Score Count Score Score Count Score Score

100.00% 25 0.00% 0 0.00% 0 0.00% 0 1 20 0 25 2.96% 5 0 25 0 0

NB Parameters (Weightage 40) Persistency Parameters (Weightage 20)

NB Refund Ratio % Rinraksha Refund % Requirement Closure PIWC Mismatch PIWC Clearance 61st Month Persistency % YTD Renewal Budget Alternate Mode Registration %
FTR Ratio % 13th Month Persistency
(Weightage 5) (Weightage5) TAT (Average days) (Count) Efficiency (Weightage 5) Achievement (Weightage 5)
(Weightage 10) (Weightage 5)
(Weightage 5) (Weightage 5) (Weightage 5)

% Achieved % Achieved % Achieved % Achieved

Score Score Score Achieved Score Achieved Score Score % Achieved Score % Achieved Score % Achieved Score % Achieved Score

37.50% 0 14.64% 0 0.00% 25 0.00 0 3 20 16.51% 0 89.00% 25 59.00% 15 98.81% 15 86.32% 25

Total Score 225 Regional Rank 305 Pan India Rank 3229

Disclaimer :- i - Renewal premium amount and YTD renewal budget achievement is inclusive of RRB premium .
ii - New business premium quoted is based on net rated premium .
iii- NPS Score is not applicable for the scorecard.

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 Rating Sheet

Digital Parameters (Weightage 20) Customer Servicing Parameters (Weightage 20)

Smart Advisor Adoption % E-Shiksha Empowered –Usage % Customer self Service & other's Early Claims Count Misselling FLC Vs Issuance % PNR Complaints
Digital Adoption % NPS Score
(Weightage 5) (Weightage 5) % (Weightage 5) Complaints Count (Weightage 5) (Count)
(Weightage 5) (Weightage 0)
(Weightage 5) (Weightage 5)
Rating Measurable Rating Measurable Rating Measurable Rating Measurable Rating Measurabl Rating Measurabl Rating Measurabl Rating Measurabl Rating Measurabl
0 <60 % 0 <60 % 0 <50% 0 <3% 0 >4 0 >4 0 >3% 0 >4 0 <12
1 >=60% 1 >=60% 1 >=50% 1 >=3% 1 4 1 4 1 >2% 1 4 1 12 to 15
2 >=88% 2 >=70% 2 >=60% 2 >5% 2 3 2 3 2 >1% 2 3 2 16 to 25
3 >=92% 3 >=80% 3 >=70% 3 >6% 3 2 3 2 3 >0.50% 3 2 3 26 to 30
4 >=95% 4 >=90% 4 >=75% 4 >7% 4 1 4 1 4 >0.01% 4 1 4 31 to 35
5 >=98% 5 >=95% 5 >=85% 5 >=10% 5 =0 5 =0 5 0% 5 0 5 Above 35

New Business Parameters (Weightage 40) Persistency Parameters (Weightage 20)

NB Refund Ratio % Rinraksha Refund % Requirement Closure TAT (Average PIWC Mismatch (Count) PIWC Clearance 13th Month Persistency 61st Month Persistency YTD Renewal Budget Alternate Mode Registration
FTR Ratio %
(Weightage 5) (Weightage5) days) (Weightage 5) Efficiency (Weightage 5) (Weightage 5) Achievement (Weightage 5)
(Weightage 10)
(Weightage 10) (Weightage 5) (Weightage 5)
Rating Measurabl Rating Measurabl Ratin Measurable Rating Measurable Ratin Measurable Ratin Measurabl Rating Measurable Rating Measurable Rating Measurable Rating Measurable
0 <50 % 0 >6% 0 >17% 0 PAN India Avg > 3 0 >20 0 <88% 0 <80 % 0 <55 % 0 <95 % 0 <50 %
1 >=50% 1 <=6% 1 <=17% 1 PAN India Avg = 3 1 20 1 88% 1 80% 1 55% 1 95% 1 50%
2 >=55% 2 <=5% 2 <=16% 2 PAN India Avg = 2 2 <15 2 90% 2 82% 2 56% 2 97% 2 56%
3 >=60% 3 <=4% 3 <=12% 3 Pan India Avg 3 <10 3 92% 3 84% 3 58% 3 98% 3 61%
4 >=65% 4 <=2% 4 <=10% 4 PAN India Avg = -2 4 <5 4 95% 4 86% 4 60% 4 100% 4 70%
5 >=70% 5 =0% 5 <=8% 5 PAN India Avg > -2 5 =0 5 >97% 5 >87% 5 >61% 5 102% 5 >75%

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