RM Incentive Module

In Investwell Mint, you can define the Sharing % that you want to be paid out to your Relationship Managers. This can be done from Settings >> RM Incentive Menu.

Here, you can define client wise what is the currently applicable rate. This rate can be different for Transactions before a given "Date of assignment" and after that date. This date has to be entered manually and is not auto-picked by the system

You can enter the same % value in the Sharing before and Sharing after box if you want the RM to receive the same incentive for the transactions before he was assigned that client.

Now, the RM Incentive amount that is calculated can be seen from Brokerage menu >> Income Detail. Here, choose Group by Investor and take out the Excel report. RM Incentive amount will be available as a column in the excel.