BAJAJ

Department

Sub Department

Partners

AOP
Product Mix
Productivity

Tab 1

MTD
FTD
YTD
PMSD
Date Range

Tab 4

Months

Application No	Login Date	Product Name	RNB Premium
4	10/12/2019	Goal Assure	₹ 50,000

Policy No	Login Date	Issuance Date	Product Name	RNB Premium
123456	10/10/2010	10/1/2012	Goal Assure	₹ 20,000

Policy No	Login Date	Product Name	Premium	Reason(CDA,FLC,CI)
123456	05/10/2019	Goal Assure	₹ 20,000	CDA

Application No	Login Date	Product Name	Premium	FRAR
20125	10/10/2019	Goal Assure	₹ 50,0000	Pan Card

Tab 5

Application No	Login Date	Product Name	RNB Premium
4	10/12/2019	Goal Assure	₹ 50,000

Policy No	Login Date	Issuance Date	Product Name	RNB Premium
123456	10/10/2010	10/1/2012	Goal Assure	₹ 20,000

Policy No	Login Date	Product Name	Premium	Reason(CDA,FLC,CI)
123456	05/10/2019	Goal Assure	₹ 20,000	CDA

Application No	Login Date	Product Name	Premium	FRAR
20125	10/10/2019	Goal Assure	₹50,0000	Pan Card

Tab 6

Application No	Login Date	Product Name	RNB Premium
123456	10/12/2019	Goal Asure	₹ 50,000

Policy No	Login Date	Issuance Date	Product Name	RNB Premium
123456	10/10/2010	10/1/2012	Goal Assure	₹ 20,000

Policy No	Login Date	Product Name	Premium	Reason(CDA,FLC,CI)
123456	05/10/2019	Goal Assure	₹ 20,000	CDA

Application No	Login Date	Product Name	Premium	FRAR
20125	10/10/2019	Goal Assure	₹ 50,0000	Pan Card

Tab 7

Application No	Login Date	Product Name	RNB Premium
123456	10/12/2019	Goal Assure	₹ 50,000

Policy No	Login Date	Issuance Date	Product Name	RNB Premium
123456	10/10/2010	10/1/2012	Goal Assure	₹ 20,000

Policy No	Login Date	Product Name	Premium	Reason(CDA,FLC,CI)
123456	05/10/2019	Goal Assure	₹ 20,000	CDA

Application No	Login Date	Product Name	Premium	FRAR
20125	10/10/2019	Goal Assure	₹ 50,0000	Pan Card

Tab 8

From To Search

Application No	Login Date	Product Name	RNB Premium
4	10/12/2019	Goal Assure	₹ 50,000

Policy No	Login Date	Issuance Date	Product Name	RNB Premium
123456	10/10/2010	10/1/2012	Goal Assure	₹ 20,000

Policy No	Login Date	Product Name	Premium	Reason(CDA,FLC,CI)
123456	05/10/2019	Goal Assure	₹ 20,000	CDA

Application No	Login Date	Product Name	Premium	FRAR
20125	10/10/2019	Goal Assure	₹ 50,0000	Pan Card

Tab 2

MTD
FTD
YTD
Date Range

Tab 9

Months

Atul S (Area Manager)

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000
ULIP	25%	25%	25%	30	₹ 30,000

Souhum C (Relationship Manager)

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000
ULIP	25%	25%	25%	30	₹ 30,000

Tab 10

Atul S (Area Manager)

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000
ULIP	25%	25%	25%	30	₹ 30,000

Souhum C (Relationship Manager) 24512

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000
ULIP	25%	25%	25%	30	₹ 30,000

Tab 11

Atul S (Area Manager)

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000
ULIP	25%	25%	25%	30	₹ 30,000

Souhum C (Relationship Manager) 24652

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000
ULIP	25%	25%	25%	30	₹ 30,000

Tab 12

From To Search

Atul S (Area Manager)

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000
ULIP	25%	25%	25%	30	₹ 30,000

Souhum C (Relationship Manager)

Overall ATS 21,000

Product Mix	AOP(% of Overall Mix)	MTD Target Mix	Issued Premium RNB (Accounting)	Issued NOP	ATS
ULIP	25%	25%	25%	30	₹ 30,000
Par	25%	25%	25%	30	₹ 30,000
Non Par	25%	25%	25%	30	₹ 30,000
Term	25%	25%	25%	30	₹ 30,000

Tab 3

Tab 13

Months

RM's count Month Start	RM Active on Logins	RM Active on Issuance	Premium Productivity on Issuance				NOP Productivity on Issuance
RM's count Month Start	RM Active on Logins	RM Active on Issuance	Planned	Actual	Active	RM's below Channel Average	Planned	Actual	Active	RM's below Channel Average

Employee Name	RA Name
Ajay S	Ajay S

Employee Name	RA Name
Ajay S	Ajay S

Tab 9

RM's count for YTD	RM Active on Logins	RM Active on Issuance	Premium Productivity on Issuance				NOP Productivity on Issuance
RM's count for YTD	RM Active on Logins	RM Active on Issuance	Planned	Actual	Active	RM's below Channel Average	Planned	Actual	Active	RM's below Channel Average

Tab 1

Tab 4

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Tab 6

Tab 7

Tab 8

Tab 2

Tab 9

Tab 10

Tab 11

Tab 12

Tab 3

Tab 13

Tab 9

Tab 16