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  • Performance Sales Revenue Achieved: Atum Capital Wealth Managers

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    Arvind Harikrishnan
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    The document outlines an incentive compensation plan for relationship managers (RM) and team members (TM) at Atum Capital Wealth Managers. Performance is measured based on sales revenue targets, with payout percentages and structures defined for levels including target, over-target, and above 5x the target. The worksheet then provides an example calculation for RM Hariharan, showing their target revenue of 500,000 INR was exceeded at 2,543,992 INR, resulting in incentive payouts of 437,500 INR for the RM and 42,500 INR for the TM.

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    Hariharan Sep

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    The document outlines an incentive compensation plan for relationship managers (RM) and team members (TM) at Atum Capital Wealth Managers. Performance is measured based on sales revenue targets, with payout percentages and structures defined for levels including target, over-target, and above 5x the target. The worksheet then provides an example calculation for RM Hariharan, showing their target revenue of 500,000 INR was exceeded at 2,543,992 INR, resulting in incentive payouts of 437,500 INR for the RM and 42,500 INR for the TM.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    Download as xlsx, pdf, or txt
    72 views4 pages

    Performance Sales Revenue Achieved: Atum Capital Wealth Managers

    Uploaded by

    Arvind Harikrishnan
    The document outlines an incentive compensation plan for relationship managers (RM) and team members (TM) at Atum Capital Wealth Managers. Performance is measured based on sales revenue targets, with payout percentages and structures defined for levels including target, over-target, and above 5x the target. The worksheet then provides an example calculation for RM Hariharan, showing their target revenue of 500,000 INR was exceeded at 2,543,992 INR, resulting in incentive payouts of 437,500 INR for the RM and 42,500 INR for the TM.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 4

    Atum Capital

    Wealth Managers
    Incentive Compensation Plan Worksheet

    PERFORMANCE EXPECTATIONS

    Performance Sales Revenue Achieved

    Below Target 1x to 1.99x


    Target 2x
    Over-Target Above 5x

    Performance Payout Structure

    RM TM
    Incentive % on RM CTC Incentive % on RM CTC
    1 to 1.99x 0% 0%
    2x to 3x 43% 6%
    3x to 4x 68% 6%
    4x to 5x 88% 8%
    Above 5x 175% 17%

    Performance Payout Calculation RM : Hariharan


    CTC:250000
    Revenue Target : 500000
    Achived Target : 25,43,992
    RM TM
    Incentive (INR) Incentive (INR)
    Above 5x 437500 42500
    SEP 218750 21250
    NOV 218750 21250

    Month March April May June


    Revenue 194948 738418 486540 529836
    Description

    No Incentives are earned at the below-target rate.


    Eligible for Incentive pay at this performance level
    Huge Eanring potential is un-capped and Incentive payouts over this level.

    TM RPM
    ntive % on RM CTC Incentive % on RM CTC
    0% 0%
    6% 1%
    6% 1%
    8% 4%
    17% 8%

    TM RPM
    Incentive (INR) Incentive (INR)
    42500 20000
    21250 10000 PAID
    21250 10000

    July August Total Revenue


    550250 44000 2543992
    Atum Capital
    Wealth Managers
    Incentive Compensation Plan Worksheet

    PERFORMANCE EXPECTATIONS

    Performance Sales Revenue Achieved Des

    Below Target 1x to 1.99x No Incentives are earn


    Target 2x Eligible for Incentive p
    Over-Target Above 5x Huge Eanring potential is un-capp

    Performance Payout Structure

    RM TM
    Incentive % on RM CTC Incentive % on RM CTC
    1 to 1.99x 0.00% 0.00%
    2x to 3x 43 6
    3x to 4x 68 6
    4x to 5x 88 8
    Above 5x 175 17
    Description

    No Incentives are earned at the below-target rate.


    Eligible for Incentive pay at this performance level
    Huge Eanring potential is un-capped and Incentive payouts over this level.

    RPM
    Incentive % on RM CTC
    0.00%
    1
    1
    4
    8

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