Transaction Summary - Period 25th of the Month to 24th of the next Month

Location BANGALORE BELGAUM HASSAN MANGALORE MYSORE Total Open Txns in Month 20 11 5 45 18 99 New Txns in Month 15 2 6 25 3 51 Aging 0- Aging 15 15-30 days days 18 4 3 22 6 53 Completed / Aging Aging more Sanctioned Fully 30 - 60 than 60 but not Cancelled Disbursed days days disbursed in Cycle 4 0 3 13 0 7 0 0 2 0 6 0 0 2 0 2 7 2 19 12 43 0 15 19 9 56 0 0 0 0 0 1 0 9 1 18 Open Txns 19 11 5 44 18 97

Opening Balance of Txns New Txns in Month Aging of txns

All Txns which are not completed, Cancelled or Fully Disbursed or Sanctioned as on 24th of the Previous month Closing EOD (ie Open Txns) Total entries in Finalle in the month Only for Open Txns

New Entry Monitoring Summary

Location BANGALORE BELGAUM HASSAN MANGALORE MYSORE Total New Txns in Day 0 1 0 1 0 2 New Txns in Month 15 2 6 25 3 51 Txns set up properly 15 2 6 25 3 51 Txn with Client Set up Errors 0 0 0 0 0 0 Txn with Partner errors Txn with Partner Involvement errors 0 0 0 0 0 0 0 0 0 0 0 0

Txns where investments by Cheque * Please note that all LI cases the investments are by DD /Cash Only - Only Area Managers are authorised to approve any othe

Txns with Invst New LI txns Amt/Premium/Lo in the an Amt Month 560094 20000 34517 267159 37000 918770 3 1 2 11 1 18

LI Txns where Investmets by Cheque 0 0 1 3 1 5

LI Txns where Investmets by Cheque are Cleared 0 0 0 2 0 2

Txn with Scheme Errors 0 0 0 0 0 0

uthorised to approve any other mode and this needs to be captured in this cell

Txns with errors on Mode of Payment, Premium Paying term or Policy Term 0 0 0 0 0 0

Closing out Completed Txns (Current Status Not Completed / Fully Disbursed)
Location No. of Txns which are No. of txns No. of Txns Complete as per Branch Policy which have all but not completed in No/Folio/etc Not data updated System updated 12 8 2 22 18 62 0 0 0 0 0 0 12 8 2 22 18 62 No. of Txns which have Vendor confirmation taken 12 8 2 22 18 62

BANGALORE BELGAUM HASSAN MANGALORE MYSORE Total

lly Disbursed)
No. of Txns where No. of Cases with Mnf confirmation mail confirmation given from Vendor has pending at H.O. for been forward to H.O. Completing 12 8 2 22 18 62 12 8 2 22 18 62

Partner Name Location Mahadevaprasad T C Mysore Rohit R K Mysore Kushal J Mysore Amit Kumar Bangalore R PREM PRAKASH Bangalore R TIGER BABU Bangalore R JAY PRAKASH Bangalore R Amit Kumar Bangalore R Ajay Naik Mangalore AJITH KUMAR Mangalore Belvai Harish Mangalore Deepak B Mangalore GANESH K Mangalore Gautham MS Mangalore Inayath Khazi Mangalore Kiran Shetty Mangalore Kvaitha Bangera Mangalore Kvaitha Bangera Mangalore Lakshmisha Suvarna Mangalore Lavanya Shriyan Mangalore Lokesh N Mangalore Mahesh Chaudhary Mangalore Money Care Mangalore Nagaraja Shetty Mangalore Nagaraja Shetty Mangalore Naveen Kumar Mangalore Pavithra Naik Mangalore PUSHPARAJ X Mangalore Rajan Shetty Mangalore RAMAKRISHNA BHAT Mangalore Sajith MC Mangalore Satish Kumar Mangalore Sharath Kumar Mangalore Shyam Alva Mangalore Stephen Alwyn Dsouza Mangalore Sudarshan s Mangalore Sudarshan s Mangalore SUNIL KUMAR Mangalore V Pradeep Mangalore VISHAL KUMAR Mangalore BHAVYA K Mangalore AJITH KUMAR Mangalore Belvai Harish Mangalore Lokesh N Mangalore V Pradeep Mangalore Kvaitha Bangera Mangalore Gautham MS Mangalore Mahesh Chaudhary Mangalore Deepak B Mangalore PUSHPARAJ X Mangalore GANESH K Mangalore

Final Payout Tx Id 138740 61.96493491 137429 90.91754818 142898 92.3327605 140078 3.378578528 137621 82.61991322 139939 63.99837386 144348 14.99032219 144349 6.061169879 140389 51.3262834 139812 3.406891407 140341 5.11033711 140009 3.406891407 139824 3.406891407 140071 3.406891407 139988 3.406891407 140284 25.55168555 141002 3.406891407 139813 3.406891407 140354 17.76181351 139938 9.254775155 140043 3.406891407 140074 3.406891407 123684 48.15044861 134778 6.813782813 134333 10.07611361 139874 6.813782813 139746 7.680738877 139901 6.813782813 139955 3.406891407 140471 16.26420509 140076 1.689289264 139989 6.813782813 139806 97.56645775 141075 42.37267024 134995 6.813782813 141007 3.406891407 139829 3.406891407 140650 51.3262834 140034 3.406891407 140045 11.19153605 141003 3.406891407 141006 3.406891407 140991 5.11033711 140993 3.406891407 140994 3.406891407 141496 3.406891407 142293 3.406891407 142288 3.406891407 142328 3.406891407 142329 6.813782813 144248 3.406891407

Followed up with Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops

Nagaraja Shetty Mangalore Basavaraj Nagappa kanchimarad Belgaum Narayan Mangalram Khatiya Belgaum Shahid Kinikar Belgaum Shahid Kinikar Belgaum Viswaradya Avarsang Belgaum Shahid Kinikar Belgaum

144249 139749 141703 141071 140084 140193 141157

6.813782813 96.97871806 82.68523754 1.689289264 1.689289264 38.25570324 3.066202266

Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops Central Ops

Feedback Received Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque

Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque Below 100 Rs cheque

Type Branch Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore

Level I Contact Manufacturer Person Name

Level I contact Person Designation

Level I Contact Person Email Id

General Insurance Allianz Insurance Bajaj Shivashankar RM General Insurance Reliance Gen Insurance Poonam/Praveen/Pavan SM Life InsuranceBirla SLIC Manjappa/Pruthiviraj AM Life InsuranceKotak OM Insurance Chandhan/Ragavendra RM Loan HDFC Bank Gajendrasingh Loan Reliance LoansHomprakash RM Home Loan Reliance Mithu RM Mutual Fund HDFC MF Ravi Mutual Fund Reliance Lalithama Mutual Fund Sundharam Tilak Mutual Fund SBI MF Jayasheeli/Bindu

shivashankar.dalai@bajajallianz.c poonam.yadav@relianceada.com chandan.g@kotak.com

mithun.gowda@relianceada.com

www.sundarambnpparibas.in bangalore@sbimf.com customerdelight@sbimf.com or p dc.blr@sbimf.com

Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangalore Bangaloe Bangalore Bangalore Bangalore Bangalore Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum

Life InsuranceTATA AIG LIFENeeraj/Shivaprakash RM Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund DSP MF Kavitha Kotak MF Manjunath ABN Amro Bharathi CHOLA MUTUAL FUND Roopa Tempelton Roopa IDSE Bhagya Canara Bank MF rinivas S UTI Jayalakshmi bangalore@in.ing.com

Mutual Fund ING-VYSYA -MF Vasu/Nalini Mutual Fund TATA MF Srinivas/Suresh Life InsuranceDLF Francis Xavier Mutual Fund Deutsche Mutual Fund Gopal/Maniharan Mutual Fund JM Financial Mutual Fund Kali Prasad General Insurance Barathi AXA General Insurance punit.k@bharti-axagi.co.in Punith Mutual Fund Birla MF Prithivraj

mailto:francis.xavier@dlfprameric

General Insurance Allianz Insurance Bajaj Naveen Relationship Incharge-Agency aveen.kammar@bajajallianz.co. n General Insurance Reliance Gen Insurance Prashanth/Ragahvendra BM/SM raghavendrapalkar@yahoo.com Life InsuranceBajaj Health Insurance Sudhansu Sekhar Dy.Manager-Health Insurance udhansusekhar.das@bajajallian s Life InsuranceBirla SLIC Mohsin/Srikanth Senior Unit Sales Manager Mohsin.Karwar@birlasunlife.com Life InsuranceKotak OM Insurance Youvraj/Pavan/Ranjith Rajputh/Umashankar Sales manager youvraj.sehgal@kotak.com Life InsuranceTata AIG Kurle Sales manager rajendra.kurle@tata-aig.com Mutual Fund Birla Sunlife Mutual Fund Pushpadant Mutual Fund HDFC Mutual Fund Vijay Mutual Fund Kotak Mahendra AMC Raikar Soumit Mutual Fund Reliance Capital AMC Sachin

Belgaum Belgaum Belgaum Belgaum Belgaum Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore

Mutual Fund SBI Funds Management Pvt Ltd ISD Head Vishweshwar Hegde Mutual Fund Tata AMC Siddu Dodlingannavar Mutual Fund ICIC mutual fund aju R Loan HDFC Bank Personal Loan-Muttayya Life InsuranceHDFC Life Insurance Mr Sachin Jadhav

General Insurance Allianz Insurance Bajaj Manjnatha.K Office Incharge manjunatha.k@bajajallianz.co.in General Insurance Reliance Gen Insurance Santosh.SB SM santosha.b@relianceada.com Life InsuranceBajaj Health Insurance Sudhansu Sekhar Dy.Manager-Health Insurance udhansusekhar.das@bajajallian s Life InsuranceBirla SLIC Life InsuranceKotak OM Insurance Santosh.SB ADBM b.santosh@kotak.com Mutual Fund Birla Sunlife Mutual Fund Rajeev RM bharathabslamp@gmail.com Mutual Fund Reliance Capital AMC Arvind.MS Branch Manager aravinda.srinivas@relianceada.co Mutual Fund HDFC Mutual Fund Pramod Kumar A.S. RM rmhassanhdfcmf@gmail.com General Insurance Allianz Insurance Bajaj Rithish RM General Insurance Reliance Gen Insurance Devaraju/Vinod Sales Manager Life InsuranceBajaj Health Insurance Sudhansu Manager Life InsuranceBirla SLIC Francis/Santosh/Nakask Unit sales Manager Life InsuranceKotak OM Insurance Santhosh ADBM Life InsuranceTata AIG Tharanath Sales Manager Mutual Fund DSP Merrill Lynch Mutual Fund Vinod Patrao Branch Manager Mutual Fund JM Financial Ltd Manjunath Shet Branch Head Mutual Fund Reliance Capital AMC Sreenivasa Babu Deputy Manager Mutual Fund SBI Funds Management Pvt Ltd Head Harsha Mutual Fund HDFC Mutual Fund Deelip RM Mutual Fund Sundharam Chethan/Joshna RM Mutual Fund AXIS Mutual Fund Mamath rohith raj RM General Insurance Allianz Insurance Bajaj Jitendra RM General Insurance Reliance Gen Insurance Chiranjeevi SM Life InsuranceBirla SLIC Lokanath Ex.Unit SM Life InsuranceMetlife India Vinay SM Life InsuranceKotak LI Neetu/Raghavendra/Shivanand Life InsuranceTata AIG Neeraj SM Mutual Fund Birla Sunlife Mutual Fund Rajive RM Mutual Fund HSBC Mutual Fund Gutham RM Mutual Fund Kotak Mahendra AMC Vidya RM Mutual Fund Reliance Capital AMC Sebatian RM Shibin Mutual Fund SBI Funds Management Pvt Ltd RM Lohith Mutual Fund Sundaram BNPSanthosh Paribas AMC SM Mutual Fund UTI Mutual Fund umanth S RM

rk.shetty@bajajalliannz.co.in devaraj.bangarkodi@relianceada francis.lobo@birlasunlife.com b.santosh@kotak.com

mangalore@sbimf.com

jeethendra.r@bajajallianz.co.in chiranjeevi.krishnappa@reliance loknath.kp@birlasunlife.com shivananda.p@kotak.com rajivmahesh@birlasunilfe.com naveenkumarm@hsbc.co.in

shibin.sebatian@relianceada.com lohith.mv@sbimf.com mysoreservice@sundarambnppa sumanth.ms@uti.co.in

Remarks Not reflecting

TXID

Branch 185302 Bangalore R

ClientName TxStatus App no G P SARAVAMANGALA Manufacturer Submission Pending 8311186

Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting wrong product name Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting Not reflecting

184145 184272 185194 185313 185233 185333 185334 185336 185338 185340 185352 185354 185462 185463 185497 185594 185596 185598 185599

Mangalore Mangalore Mangalore Mangalore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore Mysore

Rajarama Hegde Submitted to Manufacturer 2667283 Rajarama Hegde Submitted to Manufacturer 2667285 Rakesh Rai Submitted to Manufacturer 1042400 Prakruthi Shetty Submitted to Manufacturer 5229779 sreekanta s Submitted to Manufacturer 6467550 suman sreekanta Manufacturer Submission Pending 6803768 shipa r Submitted to Manufacturer 7430725 archana m Manufacturer Submission Pending 6754484 malathesh n Submitted to Manufacturer 6754531 ravi m v Manufacturer Submission Pending 6467548 hidayath ulla Submitted to Manufacturer 932005 arun kumar Manufacturer Submission Pending 50563 9 pramod kumar Manufacturer Submission Pending 50722 9 shiva murthy Manufacturer Submission Pending 27994 9 nagalambika shivanna Manufacturer Submission Pending 28576 9 archana m s Manufacturer Submission Pending 29865 9 sudeep kumar Manufacturer Submission Pending 50600 9 prashanth kumar Manufacturer Submission Pending 30390 9 Shivamurthy K M Manufacturer Submission Pending 28550 9

Level I Contact Person Mobile No.

Date of Rating of Last Level II Contact Support Contact Person Name from Level I with Level I

Level II contact Level II Contact Person Designation Person Email Id

9008032617 28/3/2009 GOOD 9341321359/9341433633/9060047726 20/3/2009 GOOD 9845202389/9986933510 18/3/2009 POOR 9886332374/9741122089 24/2/2009 GOOD 9343783950 9342119235 9900111883 9980012440/080-66205304 080-32911156,25585115, 080-22485551/2/3 20/1/2009 GOOD 080-22272284,22122507,22123784 20/2/2009 GOOD customerdelight@sbimf.com or partnerforlife@sbimf.com dc.blr@sbimf.com 9739993058/9886209098 080-66912855 20/1/2009 GOOD 080-66128053,66128050/9886297536 080-40926161 080- 41811056 41811000 080-64529501 6/2/2009 GOOD 080-66111504 080-25594730 080-64535089 080-42654400,25005036/39 21/1/2009 66561319/20,9886315187, 21/1/2009 9995660828 9845055060/9611107912, GOOD GOOD

AM

9845180352 9986933510 9900519568 2/2/2009 Good 9343125358/9341007001 9740285605 9916927399/9740066680 18/3/2009 Good 9663380911,9880978622,9731923777 18/3/2009 9902676011 9986089088 9845216011 9916313177 11/12/2008 Good 9379102369 Prasannakumar Rattu Branch Incharge

prasannakumar.rattu@bajajallianz.co.

Shrikant Joshi Senior Sales Manager shrikant.joshi@birlasunlife.com Umashankar Das umashankar.dash@kotak.com Duryodan Area Head

9980972463 9886314374 9880121288 9341487627

5/2/2009

Good

Car Loan-Shrinivas

9611130401
9980136527 9341295477 9740285605 9341040337 9886858738 9343334078 9980145757 18/3/2009 18/3/2009 26/11/2008 18/3/2009 18/3/2009 6/3/2009 11/2/2009 Good Good Thanush.GM Mahesha Development Officer Sales Officer

Good Good Good

Kishor

SM

9980136497 14/3/2009 Good 9341557619/9448152509/9743083138 14/3/2009 Poor 9740285605 9880878460/9740068205/7795226667 18/3/2009 Good 9341040337/08246452015/18/11 18/3/2009 Good 9740993000 9845819001 9845799033 9341419488 08242445892/9880272463 Good 9980555371/9741894446 9741494414 9980136522 30/12/2008 Good 9342535358 18/3/2009 Poor 9164499800 18/3/2009 Good 9845663225 9986034818/9880844999/9880185051 14/3/2009 Good 9739993058 08214244401/9886858738 19/12/2008 9972066115/9886791886 19/12/2008 9739975048 9342528804 19/3/2009 Good 9900150919 10/3/2009 Good 0821-2545522/9731244338 21/12009 9980772019/08212344425 4/1/2009 Good

Brijesh B D /Anil

Folio No 1823609/70

Amt 1000

EntryDate ProductName Remarks 8/24/2011 Fidelity Equity Fund-Dividend Option Txns completed

4152975/46 4152975/46 389904321730,

3002621707 No 3002626360 3002625997 3002626346 3002626384 3002626031 No No

1000 1000 4000 3000 1000 1000 1000 1000 1000 1000 1000 1000 2000 1000 1000 2000 1000 1000 1000

7/14/2011 7/15/2011 8/20/2011 8/24/2011 8/22/2011 8/25/2011 8/25/2011 8/25/2011 8/25/2011 8/25/2011 8/25/2011 8/25/2011 8/30/2011 8/30/2011 9/1/2011 9/5/2011 9/5/2011 9/5/2011 9/5/2011

ICICI Prudential Dynamicno updated onOption Folio Plan-Growth 10/9/2011. ICICI Prudential Focusedno updated on Retail Growth Plan Folio Equity Fund - 10/9/2011. Franklin Templeton Txns completed Growth Bluechip fund Kotak 50 - Growth Pending for bank related issue now it is solved & pending for Reliance Gold Savings Fund-Growth plan from Reliance manufacter & also bra Not getting any updated Reliance Gold Savings Fund-Growth plan from Reliance manufacter & also bra Not getting any updated Reliance Gold Savings Fund-Growth plan from Reliance manufacter & also bra Not getting any updated Reliance Gold Savings Fund-Growth plan from Reliance manufacter & also bra Not getting any updated Reliance Gold Savings Fund-Growth plan from Reliance manufacter & also bra Not getting any updated Reliance Gold Savings Fund-Growth plan from Reliance manufacter & also bra Not getting any updated JPMorgan India Equity Fundposted & txns completed New txn - Growth confirmation from JPMorgan India Equity Fund - Dividend H A VASUDEV(Deutsche Investor ServiceJPMorgan India Equity Fund - Growth Txns completed JPMorgan India Equity Fund - Growth Txns completed JPMorgan India Equity Fund - Growth Txns completed JPMorgan India Equity Fundupdated Folio no - Growth JPMorgan India Equity Fundupdated Folio no - Growth JPMorgan India Equity Fundmanufacturer confirmation this application is not yet logged. But As per the - Growth JPMorgan India Equity Fundmanufacturer confirmation this application is not yet logged. But As per the - Growth

Date of Last Rating of Level II Contact Contact with Level Support from Person Mobile No. II Level II

12/12/2008

Good

9740066680 9731923777 9739993059

9343219011

9900519741 9343380034

18/3/2009 18/3/2009

Good Good

9738282841

18/3/2009

Good

9741303444/9008002687 18/3/2009

Good

e now it is solved & pending for canceled cheque is submitted. Reliance manufacter & also branch BSM. Reliance manufacter & also branch BSM. Reliance manufacter & also branch BSM. Reliance manufacter & also branch BSM. Reliance manufacter & also branch BSM. Reliance manufacter & also branch BSM.

UDEV(Deutsche Investor Service- Mysore)

for below mentioned logins got rejected due to insufficient fund.

n this application is not yet logged. But BSm entered in the finalle 5/9/2011.Regarding this sent a mail, he din't responed.

n this application is not yet logged. But BSm entered in the finalle 5/9/2011.Regarding this sent a mail, he din't responed.

TXID

J_State

Branch

EmployeeName

EmployeeROle

A/IA 145751 145750 145749 144339 145528 145570 145538 145664 145720 145719 145532 141947 141948 146182 145580 146223 146227 146230 145910 146240 146224 146223
Karnataka Karnataka Karnataka Bangalore R Bangalore R Bangalore R Ramesh GP Ramesh GP Ramesh GP Lathish Shetty Rajesh E Bangera Rajesh E Bangera Rajesh E Bangera Rajesh E Bangera Brijesh Ullal Saravanan S Ashwini A Naik Kuleshwar Singh Kuleshwar Singh RM RM RM RM RM RM RM RM RM ASM RM CSM CSM RM RM CSM CSM RM RM RM CSM RM

Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka

Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Bangalore R Bangalore R Belgaum Mangalore Bangalore R Bangalore R Mysore Bangalore R Bangalore R Bangalore R Bangalore R

Temp Employee
Rajesh E Bangera Kuleshwar Singh Kuleshwar Singh Temp Employee Ashok TC UNASSINGEDR KARNATAKA Kuleshwar Singh Temp Employee

RPName

Credit %

InvType Track Record of the employee 0 General Insurance 0 General Insurance 0 General Insurance

Prior No. of Warning given to Cancellations of RM Y/N employee

Naveen Kumar AJITH KUMAR AJITH KUMAR AJITH KUMAR Kvaitha Bangera Belvai Harish Deepak B

40 Mutual Fund 40 Mutual Fund 40 Mutual Fund 40 Mutual Fund 40 Mutual Fund 60 Mutual Fund 40 Mutual Fund 0 Mutual Fund 0 Mutual Fund 0 Mutual Fund

Rakesh Irakal AJITH KUMAR IGX MANGEMENT Amit Kumar

0 Mutual Fund 40 Mutual Fund 40 Mutual Fund 40 Mutual Fund Mutual Fund General Insurance Mutual Fund

MANGEMENT SERVICES JAY PRAKASH

40 Mutual Fund 40 Mutual Fund

Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill

Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill

Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill

Action to be Warning given to taken if further Partner bounces

Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill Nill

Nill Nill Nill Nill Wrong Entry Wrong Entry Wrong Entry Wrong Entry Wrong Entry Wrong Entry Wrong Entry Wrong Entry Wrong Entry Wrong Entry Nill Wrong Entry Wrong Entry Nill Nill Nill Nill Nill

TXn IDs

J_State

Branch

ClientName

EmployeeName

144969 123681 137750 137934 138242 145290 139242 140996 142400 143171 143557 143559 143590 143673 143692 143702 143703 145471 145493 145970 145548 145574 145663 145665 145271 145666 145694 145722 145724 145725 146088 146140 146247 146181 146057 146269 146365 146337 146666 146693 146712 146774 146776 146551 146690 146298

Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka

Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore

Abdul Rasheed Sathish Boloor Srikanth Acharya KISHOR SHETTY Sukesh K Sathish shetty Manmohan MKC Sathish Poojary Chithesh Kumar ABDUL HANEEF
Dhiraj Shetty

Swapna Shetty Senthil Kumar T Senthil Kumar T Saravanan S Senthil Kumar T Saravanan S Senthil Kumar T Kuleshwar Singh Senthil Kumar T Saravanan S Saravanan S Saravanan S Saravanan S Senthil Kumar T Senthil Kumar T Shruthi R Adappa Mithun B Rajesh E Bangera Swapna Shetty Ashwini A Naik Shruthi R Adappa Shruthi R Adappa Shruthi R Adappa Rajesh E Bangera Swapna Shetty Seshu Sailendra Saravanan S Brijesh Ullal Mithun B Ashwini A Naik Swapna Shetty Swapna Shetty Rajesh E Bangera Rajesh E Bangera Swapna Shetty Swapna Shetty Rajesh E Bangera Shruthi R Adappa Swapna Shetty Shruthi R Adappa Seshu Sailendra Swapna Shetty Rajesh E Bangera Mithun B

Radhika K Radhika K Shiva Prasad Chandrahasa Shetty Pavithra Naik Yashodha Adappa
PRAVIN RAJ VIVEK KANDKUR RAVIRAJ KOTARI

Umesh Bhandary Santhosh Kumar Kiran B Bhavya Naik Bhavya Naik Santhosh S Sudarshan S B S S Rao Rajeshwari S Aparna Shenoy
kunchappa mullya MOHAMMED NAWAZ Fernades Brothers Anish B BASHEER AM Ramesh naik Abdul Rasheed
SHASHIDHAR SHETTY JEETHENDRA AMIN ROHITHAKSHA SHETTY

Umesh Bhandary
Lakshmi Shettigar

Baggam Sridhar Sham Prasad Udaya Aluminium Anil Kumar

TxStatus

X_PremiumCommenceDate

Invested Amount Submitted to Manufacturer Submitted to Manufacturer In Process In Process In Process In Process In Process Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer Submitted to Manufacturer 1000 75000 3000 3000 2500 3000 3000 1000 1000 475000

X_PremiumPayi Premium ngYears

X_LoanAmou ntApplied

475000 1499.84 1679.43 1679.43 1992.4 298.33 833.33 833 20 20 20 20 25 30 05 1 1 1 2287 10 1 1 1 1 1 1 1 1 1 11676 1 1 1 1 1 10000 10 6054 1 12000 15 11739 15 25000 18 1000 1000 1000 12783 1000 19 Dec 2008 28 Aug 2008 24 Nov 2008 21 Dec 2008 22 Aug 2008 27 Oc 2008 28 Nov 2008 10-Feb-09 11-Feb-09 26-Feb-09 12-Feb-09 16-Feb-09

13218 7031 9202 1000 1000 1000 1000 1000 1000 1000 1000 1000 2724 9984 1000 10398 15171

17-Feb-09 17-Feb-09 18-Feb-09 20-Feb-09 20-Feb-09 20-Feb-09 2-Mar-09 5-Mar-09 7-Mar-09 28-Feb-09 9-Mar-09 11-Mar-09 11-Mar-09 16-Mar-09 17-Mar-09 18-Mar-09 03/19/2009 03/19/2009 03/13/2009 17-Mar-09 03/10/2009

LastUpdatedD TxType J_ProductHouse ate 2/2/2009 09/10/2008 10/03/2008 10/06/2008 10/07/2008 2/3/2009 10/13/2008 11/03/2008 11/27/2008 12/12/2008 12/22/2008 12/29/2008 12/27/2008 12/23/2008 12/27/2008 12/23/2008 12/23/2008 10/2/2009 11/2/2009 26/2/2009 12/2/2009 16/2/2009 02/02/2009 02/02/2009 02/02/2009 17/2/2009 18/2/2009 20/2/2009 20/2/2009 20/2/2009 2/3/2009 5/3/2009 7/3/2009 03/05/2009 02/28/2009 03/09/2009 3/11/2009 3/11/2009 16/3/2009 17/3/2009 18/3/2009 03/19/2009 03/19/2009 03/13/2009 17-Mar-09 03/10/2009 SIP LNP ARP ARP ARP ARP ARP SIP SIP LNA ILF ILF ILF ILF ILF ILF ILF GIP GIP GIP ILF SIP SIP SIP SIP SIP SIP SIP SIP SIP ILF GIP GIP SIP GIP GIP ILF GIP ILF INS INS SIP SIP SIP GIP SIP ING Mutual Fund DBS - Loan N/A N/A N/A N/A N/A Kotak Mahindra Mutual Fund Franklin Templeton Mutual Fund HDFC Bank Birla SLIC Birla SLIC Birla SLIC Birla SLIC Birla SLIC Birla SLIC Birla SLIC
Reliance Gen Insurance Reliance Gen Insurance Bajaj Allianz Insurance

Birla SLIC Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Birla SLIC
Reliance Gen Insurance Reliance Gen Insurance

Kotak Mahindra Mutual Fund

Bajaj Allianz Insurance

Reliance Gen Insurance Kotak OM Insurance Reliance Gen Insurance

Kotak OM Insurance Birla SLIC Birla SLIC

Birla Sunlife Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund Reliance Gen Insurance Kotak Mahindra Mutual Fund

Product Name ING Latin America Equity Fund - Growth Option Cholamandalam DBS Personal Loan

Date of Update from the Branch

Expected Date of Completion

Date of Last follow up with Manufacturer

2/2/2009

10/3/2009 Nill 26/3/2009 26/3/2009 26/3/2009 26/3/2009 26/3/2009 26/3/2009 26/3/2009 Nill 26/3/2009 26/3/2009 26/3/2009 26/3/2009 26/3/2009 26/3/2009 26/3/2009 12/3/2009 12/3/2009 12/3/2009 15/3/2009 18/3/2009 18/3/2009 18/3/2009 18/3/2009 18/3/2009 20/3/2009 20/3/2009 20/3/2009 20/3/2009 20/3/2009 20/3/2009 20/3/2009 20/3/2009 15/3/2009 20/3/2009 25/3/2009 20/3/2009 24/3/2009 28/3/2009 28/3/2009 26/3/2009 26/3/2009 26/3/2009 28/3/2009 28/3/2009

Nill Nill Nill Nill Nill Nill Nill Nill Nill 8/1/2009 28/2/2009 28/2/2009 28/2/2009 28/2/2009 28/2/2009 28/2/2009 28/2/2009 3/3/2009 3/3/2009 3/3/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 18/3/2009 18/3/2009 18/3/2009 Nill 18/3/2009 18/3/2009 23/3/2009 18/3/2009 18/3/2009 18/3/2009 18/3/2009 Nill Nill Nill 20/3/2009 03/10/2009

04/30/2008 10/03/2008 10/06/2008 10/06/2008 10/13/2008 10/13/2008 Kotak 30-(Growth) 12/22/2008 Franklin India Prima Plus-Growth 12/22/2008 HDFC Personal Loan 12/12/2008 Birla Sunlife Dream Plan 12/19/2008 Birla Sunlife Dream Plan 28/8/2008 Birla Sunlife Dream Plan 11/24/2008 Birla Sunlife Dream Plan 12/21/2008 Birla Sunlife Dream Plan 08/22/2008 Birla Sunlife Insurance Freedom 58 10/27/2008 Birla Sunlife Insurance Freedom 58 11/28/2008 Reliance General Insurance -Private Car Comprehensive 10/2/2009 Reliance Private Car Policy 11/2/2009 Bajaj Allianz Commercial Motor Policy 26/2/2009 Birla Sun Life Insurance Saral Jeevan 12/2/2009 Kotak 30-(Growth) 16/2/2009 Kotak 30-(Growth) 02/02/2009 Kotak 30-(Growth) 02/02/2009 Kotak 30-(Growth) 02/02/2009 Kotak 30-(Growth) 17/2/2009 Kotak 30-(Growth) 18/2/2009 Kotak 30-(Growth) 20/2/2009 Kotak 30-(Growth) 20/2/2009 Kotak 30-(Growth) 20/2/2009 Birla Sun Life Insurance Saral Jeevan 2/3/2009 Reliance Health Wise Policy 5/3/2009 Reliance Private Car Policy 7/3/2009 Kotak 30-(Growth) 03/05/2009 Bajaj Allianz Commercial Motor Policy 02/28/2009 Realince General Insurance -Commercial Vehicle 03/09/2009 Kotak Smart Advantage Plan 3/11/2009 Reliance General Insurance -Private Car Comprehensive 3/11/2009 Kotak Smart Advantage Plan 16/3/2009 Birla Sun Life Insurance Saral Jeevan 17/3/2009 Birla Sun Life Childrens Dream Plan 18/3/2009 Birla Sun Life Infrastructure Fund-Plan B (Growth) 03/19/2009 Kotak 30-(Growth) 03/19/2009 Kotak 30-(Growth) 03/13/2009 Reliance Motor Policy 17/3/2009 Kotak 30-(Growth) 03/10/2009

Date of Last follow up with Employee

Txn Completed as per branch Reason for Not Completing Y/N The Txn

If Completed details of Folio/Policy entered in Finalle Y/N

27/2/2009 5/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 5/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 18/2/2009 25/2/2009 25/2/2009 26/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 27/2/2009 18/3/2009 18/3/2009 18/3/2009 Nill 12/3/2009 10/3/2009 3/12/2009 3/12/2009 16/3/2009 18/3/2009 18/3/2009 Nill Nill Nill 20/3/2009 03/10/2009

N N N N N N N Y Y N

H.O need to complete

H.O need to complete N H.O need to complete Y Not updated complete scanned copy of DP form in Finalle by Branch N H.O need to complete Y Not updated complete scanned copy of DP form in Finalle by Branch N Not updated complete scanned copy of DP form in Finalle by Branch N Future dated entry(SIP) Y Future dated entry(SIP) Y H.O need to complete N First Year Renewal Premium H.O needs to complete Y First Year Renewal Premium H.O needs to complete Y Renewal (Quartely mode)Dubole enteryneed Txncomplete & 143590 are same H.O ,both to Id 143559 Y Renewal(half yearly) . Renewed on 11/2/2009,H.OY need to complete Renewal H.O needs to complete Y Renewal(Monthly ECS) Renewed,H.O need to complete Y Renewal(Monthly ECS) Renewed,H.O need to complete Y N still now we have not yet received the manufacturer confirmation N N still now we have not yet received the manufacturer confirmation N Y H.O needs to complete Y Y Renewal(Monthly ECS) N Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y N still now we have not yet received the manufacturer confirmation N N still now we have not yet received the manufacturer confirmation N N still now we have not yet received the manufacturer confirmation N Y Auto Generated SIP transaction Y Y H.O needs to complete Y N still now we have not yet received the manufacturer confirmation N Y H.O needs to complete Y N still now we have not yet received the manufacturer confirmation N N still now we have not yet received the manufacturer confirmation Y N still now we have not yet received the manufacturer confirmation Y N still now we have not yet received the manufacturer confirmation Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y Y Auto Generated SIP transaction Y N still now we have not yet received the manufacturer confirmation N Y Auto Generated SIP transaction Y

If completed has Mnf confirmation on Cheque If Completed Actual Date of issuance Mnf Confirmation Clearance, Allegro Code and issuance of of Policy/folio/disbursement/ forwarded on DATE policy been forwarded to H.O.

NILL

Nill Nill Nill Nill Nill Nill Nill N/A N/A N Nill Nill Nill 12/2/2009 Nill 3/2/2009 3/2/2009 N/A N/A 2/3/2009 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 12/3/2009 N/A 23/3/2009 N/A NILL NILL NILL NILL NILL NILL NILL NILL

NILL N NILL N NILL N NILL N NILL N NILL N 158312827 N/A 379903866029 N/A Nill N 1971502 Nill 1715459 Nill 1715459 Nill 1783064(11/2/2009) YES(12/1/2009) 1743354 Nill 2140339(3/2/2009) YES(3/2/2009) 2155877(3/2/2009) YES(3/2/2009) N/A N/A N/A N/A OG-09-1702-1803-00001422(2/3/2009) 2/3/2009 N/A N/A 1582236/84 N/A 158127848 N/A 158127751 N/A 158127751 N/A 158312730 N/A 158128042 N/A 1585467/91 N/A N/A N/A 158461722 N/A N/A N/A N/A N/A N/A N/A 1581279/45 N/A OG-09-1702-1803-00001472 YES(12/3/2009) N/A N/A 1537522 YES(23/3/2009) N/A N/A N NILL N NILL N NILL 1014715592 NILL 1585468/88 NILL 158832456 NILL N NILL 159428715 NILL

Is the branch aware of the Mnf Confirmation follow up being done by forwared to (Person) H.O. Operations

Has branch escalated the request beyond level 1 at H.O. Operations

Reason for escalation if any

YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES

NO YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES YES NO NO YES YES YES YES YES YES YES YES YES YES YES NO NO NO YES YES NO YES NO NO NO NO YES YES YES YES YES

NILL NILL NILL

Sl No 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48

TXID
145056 145677 145456 145849 145793 145789 145489 145783 145817 145595 145748 145314 145754 145900 145901 143594 145746 145897 146024 145369 145915 145669 145958 146015 145945 145807 145651 145652 145992 145950 145972 146081 146130 146025 146046 145455 146047 146098 146132 145984 146205 146264 143568 146263 146241 146244 146228 146242

J_State
Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka

Branch
Hassan Mangalore Hassan Hassan Mangalore Mangalore Mangalore Mangalore Mangalore Hassan Hassan Bangalore R Bangalore R Bangalore R Bangalore R Bangalore R Mangalore Mangalore Mangalore Mysore Hassan Bangalore R Mangalore Hassan Hassan Mangalore Bangalore R Bangalore R Mangalore Bangalore R Bangalore R Bangalore R Bangalore R Mangalore Mangalore Hassan Hassan Hassan Hassan Hassan Hassan Hassan Mysore Mysore Mysore Mysore Mysore Mysore

ClientName
Bindu gowda ts Jayasheela R Bangera Mariswamy H Rajappa H K FAKRUDDIN ABDUL SATTAR SHAIKH NAGESH N ASHA JAGADISH RESHMI DEVI Baggam Sridhar Shashi Kumar Jayaramu C SUBHASH SACHDEV THOMAS B KHALID K PRAKASH N KJ Dashrat PAUL PJ CHANDRASHEKAR p JAYANTH KUMAR Karaveera Swamy Erwyn M Thimmaiah N SWATHI SANTHOSH Raje Gowda Geetha TK SUDARSHAN BHAT DAYANAND SAGAR B P DAYANAND SAGAR B P YASHWANTH A NARESH K Suresh Hanchinal SAI RAMANA PANUGOTI Muni Reddy H M VINOD KUMAR BHASKARA SHETTY Vijayaraj J Rangaswamy L Chandregowda KT Shankar Shetty Veerabadregowda S Sooraj CH bindu gowda ts Guru Ganeshan Lathakshi P lathakshi p Manjula Acharya Sujay T Vadiraj Ballal

EmployeeName
Sooraj CH Rajesh E Bangera Ganesha N Dileep HE Swapna Shetty Sandhya Shetty Shruthi R Adappa Rajesh E Bangera Seshu Sailendra Sooraj CH Ganesha N Ashok TC Ramesh GP Ramesh GP Ramesh GP Saravanan S Rajesh E Bangera Swapna Shetty Mithun B Mahesh TC Sooraj CH Arun Kumar NR Swapna Shetty Sooraj CH Sooraj CH Sandhya Shetty Kunal Gaurav Kunal Gaurav Ashwini A Naik Kunal Gaurav Seshu Sailendra Ashok TC Ashok TC Shruthi R Adappa Shruthi R Adappa Ganesha N Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Temp Employee Shivakumar V Temp Employee Temp Employee UNASSINGEDR KARNATAKA Temp Employee UNASSINGEDR KARNATAKA

49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100

146111 146229 146221 146271 146029 146025 146097 146250 146040 146131 146188 143631 146394 146127 146251

Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka

Bangalore R Mysore Mysore Mangalore Mangalore Mangalore Mangalore Mangalore Bangalore R Bangalore R Bangalore R Belgaum Mangalore Mangalore Mangalore

SRINATH BONDADE Lathakshi P Majukumar MP RAJESH SALIAN DSOUZA LD VINOD KUMAR Ramesh Bangera EDWIN DSOUZA ANURADHA GOPAL Padma M Ramesh S Suresh patil SUJITH RAI PRASANNA a RAVI PRASAD

Kunal Gaurav UNASSINGEDR KARNATAKA UNASSINGEDR KARNATAKA Sandhya Shetty Swapna Shetty Shruthi R Adappa Rajesh E Bangera Rajesh E Bangera UNASSINGEDR KARNATAKA Kunal Gaurav UNASSINGEDR KARNATAKA Shahida Mulla Shruthi R Adappa Rajesh E Bangera Sandhya Shetty

101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 126 127 126

Role A/IA
BSM RM RM RM RM RM RM RM RM BSM RM RM RM RM RM ASM RM RM RM RM BSM RM RM BSM BSM RM CSM CSM RM RM RM RM RM RM RM RM BSM BSM BSM BSM BSM RM RM RM RM RM RM RM

RPName

A/IA Credit % InvType

0% 0% 0% 0% 0% 0% 0% MF LI GI GI GI GI GI GI MF GI GI GI GI GI GI LI GI LI GI GI GI LI LI GI LI LI GI GI LI LI LI LI LI LI GI GI GI GI GI GI GI MF LI MF MF MF MF MF

LastUpdat edDate
25/2/2009 25/2/2009 25/2/2009 25/2/2009 25/2/2009 25/2/2009 25/2/2009 25/2/2009 25/2/2009 28/2/2009 28/2/2009 3/3/2009 3/3/2009 3/3/2009 3/3/2009 3/3/2009 3/3/2009 3/3/2009 3/3/2009 3/3/2009 4/3/2009 4/3/2009 4/3/2009 5/3/2009 5/3/2009 5/3/2009 6/3/2009 6/3/2009 6/3/2009 7/3/2009 7/3/2009 7/3/2009 7/3/2009 9/3/2009 9/3/2009 9/3/2009 10/3/2009 10/3/2009 10/3/2009 10/3/2009 12/3/2009 14/3/2009 14/3/2009 14/3/2009 14/3/2009 14/3/2009 14/3/2009 14/3/2009

Partner payout Rec'd Y/N

N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

Sathishchandra Kanchan Gautham MS Yogesh H E

60% 40% 60% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 80% 60% 60% 60% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

CSM RM RM RM RM RM RM RM RM CSM RM RM RM RM RM

0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

GI MF MF ARP GI GI GI LI MF GI MF LI LI LI LI

16/3/2009 16/3/2009 16/3/2009 17/3/2009 17/3/2009 17/3/2009 17/3/2009 17/3/2009 18/3/2009 18/3/2009 18/3/2009 18/3/2009 20/3/2009 23/2/2009 23/2/2009

N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

Renewal/current month transaction

SIP Renewal Previous month transaction Previous month transaction Previous month transaction Previous month transaction Previous month transaction Previous month transaction Previous month transaction SIP Renewal Previous month transaction Previous month transaction Previous month transaction Previous month transaction Previous month transaction Previous month transaction Renewal(quartely) Previous month transaction Previous month transaction Current month transaction Previous month transaction Current month transaction Previous month transaction Current month transaction Current month transaction Current month transaction Previous month transaction Previous month transaction Previous month transaction Current month transaction Current month transaction Current month transaction Current month transaction Current month transaction Current month transaction Current month transaction Previous month transaction Current month transaction Current month transaction Current month transaction Current month transaction Current month transaction SIP(Auto generated) Renewal(quartely) SIP(Auto generated) SIP(Auto generated) SIP(Auto generated) SIP(Auto generated) SIP(Auto generated)

Current month transaction SIP(Auto generated) SIP(Auto generated) Current month transaction Current month transaction Current month transaction Current month transaction Current month transaction SIP(Auto generated) Current month transaction SIP(Auto generated) Renewal(Half yearly) Current month transaction Current month transaction Current month transaction

EmployeeName

TXID 142091 140933 140937 142739 142644 142703 143806 143940 142708 142710 142712 142713 142715 142717 142705 142908 142903 142905 142906 143065 143410 143153 142657 136766 142633 143826 143074 143800 140369 143584 135732 135735 141950 141953 142603 142757 142593 142682 143058 143007 142702 139797 127734 139819 137511

J_State Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka

Branch Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Hassan Mysore Mysore Mysore Mysore Mysore Mysore Mysore Bangalore R Bangalore R Bangalore R Bangalore R Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Mangalore Belgaum Belgaum Belgaum

ClientName Shamanna R Bommaih B Mahaboob Sharieff Narasimhe Gowda Manje Gowda KL Dharmappa S Venkatesh R Kempegowda N Ananda SS Nagaraja AJ Prabhavathi R Puttaswamy Gowda Ananda Kumar Thimme Gowda Rangaswamy SV Laxmaiah C Krishne Gowda DHARANESHA VL Kalaiah K Channaiah K L Shive Gowda BP Raju B Rangaswamy DS damodhar T N Anitha N v ramakrishnarao Kanthraju N n ravi Manjunath Karanth Hariharasudhan D CR Kumar CR Kumar CR Kumar Hem Lal Sonkar Rakesh Eshwar Bangera Mohan Vishwanatha Karkera Ramesh Bangera Yalavaras M MOHAMMED AHMED Ramesh Bangera Jayasheela R Bangera Krishna Kunjannaya Shrikanth Gotagi Mamata Kulkarni Kallappa Patil Sunil Michael Lobo Sunil Michael Lobo Sunil Michael Lobo Sunil Michael Lobo Sunil Michael Lobo Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sooraj CH Sunil Michael Lobo Shiva Kumar MP Manjunath KC Mahesh TC Deepak P Deepak P Savitha M S Srikanth HC Arindam Biswas Arindam Biswas Kuleshwar Singh Kuleshwar Singh Rajesh E Bangera Rajesh E Bangera Rajesh E Bangera Swapna Shetty Rajesh E Bangera Rajesh E Bangera Rajesh E Bangera Devi Prasad Shahida Mulla Shahida Mulla

140432 137509 137561 143671 142634 143712 143401 143716 131707 143571

Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka Karnataka

Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum Belgaum

Niyaz Soudagar Vandana Kulkarni Dadapeer Aga Manohar Desurkar Sham Kadam Imamhusen Jakati Narayan Bane Imamhusen Jakati KJ Dashrat KJ Dashrat

Shahida Mulla Abdul Khalik Shahida Mulla Vijay Nelgi Mohammed Muzaffer Gulam Mohammed Vijay Nelgi Vijay Nelgi Vijay Nelgi Saravanan S

J_RPRole

RPName DHANANJAYA MN Yogesh H E Yogesh H E DHANANJAYA MN Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Anantha Rame Gowda Yogesh H E Yogesh H E Parmesha Appagowdanalli Devagowda DAMODAR T N Abhishek R Gayathri N T DAMODAR T N Sachin K B Satish Kumar A Suresh K C IGX MANGEMENT SERVICES IGX MANGEMENT SERVICES Harish Rao Varada Pai Sathishchandra Kanchan CHANDRASHEKAR P Sathishchandra Kanchan Raviraj AP Sathishchandra Kanchan Sathishchandra Kanchan Sathishchandra Kanchan Suchetha Poojary Vijay Gajanan Kamat Sanjay Basappa Tenginkai Sanjay Basappa Tenginkai Deferred Partner Referral Partner Referral Partner Deferred Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Deferred Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Deferred Partner Referral Partner Associate Referral Partner L1 Associate Referral Partner L1

Credit % 60 80 80 60 80 60 60 60 80 60 60 60 80 80 60 60 60 60 60 60 60 60 60 60 80 60 60 80 80 60 60 60 60 60 60 60 80 60 60 60 60 60 80 90 90

InvType General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance General Insurance Life Insurance General Insurance Life Insurance Life Insurance General Insurance General Insurance Mutual Fund Life Insurance Life Insurance Life Insurance Life Insurance General Insurance Life Insurance Life Insurance General Insurance General Insurance General Insurance General Insurance General Insurance Life Insurance Mutual Fund Life Insurance Life Insurance

Sanjay Basappa Tenginkai Tabassum I Peerzade Nahida M Mulla Suresh Yalariche Suresh Yalariche ANILKumar KURKARNI Niyazahmed Iqbalahmed Mullla ANILKumar KURKARNI Dashrat K J Dashrat K J

Associate Referral Partner L1 Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner Referral Partner

Referral Partner Referral Partner

90 80 60 80 80 80 80 80 80 80

Life Insurance Life Insurance Life Insurance General Insurance General Insurance General Insurance General Insurance General Insurance Life Insurance Life Insurance

LastUpdate dDate 11/23/2008 10/31/2008 11/01/2008 12/04/2008 12/02/2008 12/03/2008 12/26/2008 12/31/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/06/2008 12/06/2008 12/06/2008 12/06/2008 12/11/2008 12/19/2008 12/15/2008 12/08/2008 09/04/2008 12/22/2008 12/28/2008 12/12/2008 12/27/2008 12/17/2008 11/26/2008 08/27/2008 08/25/2008 12/28/2008 12/12/2008 12/28/2008 12/08/2008 12/01/2008 12/05/2008 12/20/2008 12/14/2008 12/07/2008 10/22/2008 05/26/2008 10/20/2008 09/28/2008

J_ProductHouse Reliance Gen Insurance Reliance Gen Insurance Reliance Gen Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Reliance Gen Insurance Reliance Gen Insurance Kotak OM Insurance Reliance Gen Insurance Birla SLIC Birla SLIC Reliance Gen Insurance Reliance Gen Insurance UTI Mutual Fund Birla SLIC Kotak OM Insurance Kotak OM Insurance Birla SLIC Bajaj Allianz Insurance Birla SLIC Birla SLIC Reliance Gen Insurance Reliance Gen Insurance Reliance Gen Insurance Reliance Gen Insurance Reliance Gen Insurance Kotak OM Insurance Birla Sunlife Mutual Fund Birla SLIC Birla SLIC

ProductName Realince General Insurance -Commercial Policy Reliance Inurance-Two Wheeler Vehicle Reliance General Inurance-Two Wheeler Policy Baja Allianz Motor Vehicle Insurance Bajaj Allianz Motor Policy Bajaj Allianz Motor Policy Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Bajaj Allianz Farmer Package Realince General Insurance -Commercial Policy Reliance Inurance-Two Wheeler Vehicle Kotak Smart Advantage Plan Reliance Health Wise Policy Birla Sun Life Insurance Saral Jeevan Birla Sun Life Childrens Dream Plan Reliance Health Wise Policy Realince General Insurance -Commercial Vehicle UTI - Wealth Builder Fund - Series II - Growth Option Birla Sun Life Insurance Saral Jeevan Kotak Smart Advantage Plan Kotak Smart Advantage Plan Birla Sun Life Childrens Dream Plan Baja Allianz Motor Vehicle Insurance Birla Sun Life Insurance Saral Jeevan Birla Sun Life Insurance Saral Jeevan Realince General Insurance -Commercial Vehicle Realince General Insurance -Commercial Vehicle Reliance Private Car Policy Reliance Private Car Policy Reliance Private Car Policy Kotak Flexi Plan 10-14 Years Birla Equity Plan Birla Sunlife Dream Plan Birla Sunlife Dream Plan

10/28/2008 09/28/2008 09/28/2008 12/18/2008 12/02/2008 12/19/2008 12/15/2008 12/19/2008 06/23/2008 09/23/2008

Birla SLIC Birla SLIC Birla SLIC Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Bajaj Allianz Insurance Birla SLIC Birla SLIC

Birla Sun Life Insurance Saral Jeevan Birla Sun Life Gold Plus II Birla Sun Life Gold Plus II Baja Allianz Motor Vehicle Insurance Baja Allianz Motor Vehicle Insurance Bajaj Allianz General Health Insurance Bajaj Allianz Commercial Motor Policy Bajaj Accidental Guard Policy Birla Sun Life Gold Plus II Birla Sun Life Gold Plus II

TxValueDate 11/23/2008 10/31/2008 11/01/2008 12/04/2008 12/02/2008 12/03/2008 12/26/2008 12/31/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/03/2008 12/06/2008 12/06/2008 12/06/2008 12/06/2008 12/11/2008 12/19/2008 12/15/2008 12/08/2008 09/04/2008 12/22/2008 12/28/2008 12/12/2008 12/27/2008 12/17/2008 11/26/2008 08/27/2008 08/25/2008 12/28/2008 12/12/2008 12/28/2008 12/08/2008 12/01/2008 12/05/2008 12/20/2008 12/14/2008 12/07/2008 10/22/2008 05/26/2008 10/20/2008 09/28/2008

Partner Follow up for Payout Rec'd Payout Required Y/N Y/N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y

Partner Not Paid Reason Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid Paid

Inv / Prem / Loan Amt

Comission on

2342 606.42 938.28 2987 2083 2083 2225 2403 2083 2083 2083 2083 2083 2083 2083 2083 2225 2083 2083 2083 902 1062 10000 1680 49927 25000 2222 7378 10000 6885 50000 50000 19980 4729 89877 35820 2680 10579 11668 10961 8199 25000 49000 10000 5000

2342 606.42 938.28 2987 2083 2083 2225 2403 2083 2083 2083 2083 2083 2083 2083 2083 2225 2083 2083 2083 902 1062 10000 1680 49927 25000 2222 7378 10000 6885 50000 50000 19980 4729 89877 35820 2680 10579 11668 10961 8199 25000 49000 10000 5000

10/28/2008 09/28/2008 09/28/2008 12/18/2008 12/02/2008 12/19/2008 12/15/2008 12/19/2008 06/23/2008 09/23/2008

Y Y Y Y Y Y Y Y Y Y

Y Y Y Y Y Y Y Y Y Y

29815 50000 50000 496 495 1528 10797 495 12500 12500

29815 50000 50000 496 495 1528 10797 495 12500 12500

Commission %

Partner payout at 100%

Partner payout

ST

Post Hold Back Service Tax

Post Hold Back TDS

0.0876 0.0876 0.0876 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.1753 0.0876 0.0876 0.420672 0.1315 0.420672 0.311122 0.1315 0.0876 0.019501858 0.420672 0.2944704 0.3926272 0.311122 0.1753 0.420672 0.420672 0.0876 0.0876 0.0876 0.0876 0.0876 25022 0.03466997 0.420672 0.420672

205.1592 53.12239 82.19333 523.6211 365.1499 365.1499 390.0425 421.2459 365.1499 365.1499 365.1499 365.1499 365.1499 365.1499 365.1499 365.1499 390.0425 365.1499 365.1499 365.1499 79.0152 93.0312 4206.72 220.92 21002.89 7778.05 292.193 646.3128 195.0186 2896.327 14723.52 19631.36 6216.218 828.9937 37808.74 15068.47 234.768 926.7204 1022.117 960.1836 718.2324

107.8809 53.94046 53.94046 37.24517 37.24517 57.62739 57.62739 275.3409 137.6705 137.6705 256.0139 256.0139 192.0104 192.0104 205.0999 205.0999 221.5079 221.5079 256.0139 256.0139 192.0104 192.0104 192.0104 192.0104 192.0104 192.0104 256.0139 256.0139 256.0139 256.0139 192.0104 192.0104 192.0104 192.0104 205.0999 205.0999 192.0104 192.0104 192.0104 192.0104 192.0104 192.0104 41.54935 41.54935 48.91953 48.91953 2212.062 2212.062 116.1686 116.1686 14725.55 14725.55 4090.01 4090.01 153.6468 153.6468 453.1428 453.1428 136.7314 136.7314 1523.004 1523.004 7742.216 7742.216 10322.95 10322.95 3268.736 1340.954 1927.782 435.918 435.918 19881.35 19881.35 7923.605 7923.605 164.6005 164.6005 487.3067 487.3067 537.4699 537.4699 504.9029 504.9029 377.6753 377.6753 450 1698.829 1359.063 167.9802 1191.083 1191.083 4206.72 3786.048 467.9555 3318.092 3318.092 2103.36 1893.024 233.9778 1659.046 1659.046

123.0955 42.49791 65.75466 314.1727 292.1199 219.0899 234.0255 252.7475 292.1199 219.0899 219.0899 219.0899 292.1199 292.1199 219.0899 219.0899 234.0255 219.0899 219.0899 219.0899 47.40912 55.81872 2524.032 132.552 16802.31 4666.83 175.3158 517.0502 156.0149 1737.796 8834.112 11778.82 3729.731 497.3962 22685.24 9041.083 187.8144 556.0322 613.2701 576.1102 430.9394

15.21461 5.252742 8.127276 38.83174 36.10602 27.07952 28.92555 31.2396 36.10602 27.07952 27.07952 27.07952 36.10602 36.10602 27.07952 27.07952 28.92555 27.07952 27.07952 27.07952 5.859767 6.899194 311.9704 16.38343 2076.766 576.8202 21.66903 63.90741 19.28344 214.7916 1091.896 1455.862 460.9947 61.47817 2803.896 1117.478 23.21386 68.72558 75.80018 71.20722 53.26411

5.5558671 3.8362527 5.9356208 14.180057 26.369431 19.777074 21.125295 22.815318 26.369431 19.777074 19.777074 19.777074 26.369431 26.369431 19.777074 19.777074 21.125295 19.777074 19.777074 19.777074 4.2795833 5.0387112 227.84235 11.965363 1516.7313 421.27101 15.825617 46.673712 14.083337 156.86946 797.44822 1063.2643 198.56155 44.899559 2047.7787 816.1313 16.953856 50.192585 55.3594 52.005003 38.900558 46.35 122.68151 341.76352 170.88176

0.420672 12542.34 11288.1 1395.209 9892.893 0.070112 3505.6 2804.48 346.6337 2457.846 0.070112 3505.6 2103.36 259.9753 1843.385 0.1753 86.9488 69.55904 8.597497 60.96154 0.1753 86.7735 69.4188 8.580164 60.83864 0.1753 267.8584 214.2867 26.48584 187.8009 0.1753 1892.714 1514.171 187.1516 1327.02 0.1753 86.7735 69.4188 8.580164 60.83864 0.070112 876.4 701.12 86.65843 614.4616 0.070112 876.4 701.12 86.65843 614.4616

9892.893 2457.846 1843.385 60.96154 60.83864 187.8009 1327.02 60.83864 614.4616 614.4616

1018.9679 253.15817 189.86862 6.2790389 6.2663795 19.343491 136.68303 6.2663795 63.289542 63.289542

Final Payout

Cost Center

48.38458981 33.40891882 51.69176536 123.4904023 229.6444664 172.2333498 183.9746535 198.6926258 229.6444664 172.2333498 172.2333498 172.2333498 229.6444664 229.6444664 172.2333498 172.2333498 183.9746535 172.2333498 172.2333498 172.2333498 37.26976943 43.88081501 1984.219295 104.2032098 13208.81557 3668.738801 137.8211501 406.4691188 122.6480906 1366.134985 6944.767534 9259.690045 1729.220522 391.0184883 17833.56776 7107.473516 147.6466845 437.1140697 482.1104986 452.897941 338.7747667 403.65 1068.401145 2976.328943 1488.164472

INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 INVHassan1 InvMysore1 InvMysore1 InvMysore1 InvMysore1 InvMysore1 InvMysore1

InvMysore1
InvBangalore1 InvBangalore1 InvBangalore1 InvBangalore1 NIMangalore1 NIMangalore1 NIMangalore1 NIMangalore1 NIMangalore1 NIMangalore1 NIMangalore1 NIMangalore1 InvBelgaum1 InvBelgaum1 InvBelgaum1

8873.924744 2204.688106 1653.516079 54.68250376 54.57225678 168.4573906 1190.33668 54.57225678 551.1720265 551.1720265

InvBelgaum1 InvBelgaum1 InvBelgaum1 InvBelgaum1 InvBelgaum1 InvBelgaum1 InvBelgaum1 InvBelgaum1

InvBelgaum1 InvBelgaum1