- The contest is open to only Sharekhan One staff.
- Only Net AUM in PMS will be considered for qualification.
- The Jet Set Go contest will be for three months starting from February 1, 2022 and ending on June 30, 2022.
- Contest criteria will be as follows:
- Scheme credit will be given as per equalization credit communicated during the contest period.
- Net equalized sales for the purpose of contest criteria eligibility will be calculated on the basis of clients mapped to each Advisory Manager.
- Base PMS AUM as on December 31, 2021 will be taken for calculation of net equalized business.
- New clients sourced during the contest period can be mapped and sales sourced through these clients will be considered for net sales contributions.
- Equalisation for the net sales credit will apply to the inflows (purchases) as well as the outflows (redemptions).
- All rewards will be subject to the decisions of the management of the company.
- The international trip reward is subject to team doing minimum of Rs.100 crore business.
- All Advisory Managers need to clear the NISM XXI-A certification requirement by April 30, 2022.
- All Advisory Managers need to adhere to the attached PMS Sales Process.
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