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Tuesday, December 31, 2019

PNB OBC UBI WHAT WILL BE THE STRUCTURE AFTRR MERGER


Dear All,
Today the Board Meeting of PNB was held in our HO. In the sideline of the  meetings, Sri S S Mallikarjun Rao, MD & CEO, PNB kindly addressed all the CRMs (of UBI) in the presence of our EDs, after finishing his interaction with the GMs and DGMs at HO. He discussed the contours of the amalgamation process and the key takeaways from his speech were -
1. The 34 Committees headed by the GMs of all three banks have furnished their recommendations to the anchor departments of PNB. Further finetuning and formalisation will take place during Jan'20.
2. The amalgamation involves integration in 5 aspects- business, processes, policies, technology & HR.
3. In respect of business and processes, the best of the 3 will prevail. Policy formalisation will be largely a harmonisation process of the policies of 3 banks  while technology integration will be milestone based which will complete fully by Mardh 21. CBS integration will be effective from Day 1 i.e. 01.04.20. In order to pre synchronise, an interim application having interface with CBS of all three banks is proposed to be launched in Jan'20 whereby the customer of any of the 3 banks may approach any of these banks and do his transactions. Users at branches shall have access to the Finacle of the other banks through the interim application.
4. Business have to be protected at any cost. The business between the 3 banks should not move out beyond the 3, come what may. Even if some Bank is successful in weaning away our customers by misleading them, we should be in a position to counter by taking 10 customers to that Bank...that should be the animal spirit of doing business which is desired.
5. Customers should be convinced that the services are maintained at same level at least, to start with, and gradually improved therefrom.
6. HR being sensitive area is two dimensional - quantitative as well as qualitative. As announced by the GOI, all  employments, cadres, seniority and salaries shall remain protected while the perquisites are going to be the best of the 3. The promotions shall be done by the parent banks in all scales while posting upto Scale IV shall be done by the parent bank within 31.03.20. For Scale V onwards the posting shall be done by the merged entity.
7. The vertical structure shall comprise of HO, ZO/ZHO, Circles and branches. 3 Banks together, there are roughly 163 Circles or Regions. The count should remain 163 or even more, while the geography shall have to be mapped according to the presence of the circle/ Regional offices of all 3 banks. Likewise there are 19 ZOs at present which may be kept or increased. ZOs shall be bifurcated between ZOs and ZHOs based on number of branches controlled. ZOs will be headed by GM and ZHOs by CGMs. ZOs and ZHOs are going to be parallel hierarchy reporting to HO.
Similarly count of branches shall also remain constant, but shall be subject to geographical rearrangement based on mapping of branch locations.
8. There will be Large Corp Branches (Rs.100cr. & above), Mid Corp Branches (Rs.10 to Rs.100cr.), SME branches, Agri branches and HNI branches.
9. The branches will be supported by robust processing centres. These processing centres should be taking care of cluster of branches. There will be a customer acquisition processing centres and grievance handling centres. Grievance handling centres shall be located at ZO and ZHOs.
10. If the head of a business unit belongs to a particular bank, their deputies will be from the other two banks. This will help to attribute familiarity to customers as well as employees and protect the cultures of all three organisations. The same rule is going to apply to processing centres and grievance handling centres.
11. The merged entity will be having a large pool of officers who are going to be under 30. The management envisages an enormous potential in them. In order hone up their skills the concept of horizontal leadership is coined, which basically emanates from the concept of Job Families. Going a step further, officers within 30 are to be identified as Digital Ambassadors, officers between 30 and 40 as process ambassadors - and in the process all these young officers shall get the chances of leadership and competency development within their job families.
12. Scope of training shall be abundant. At first the trainers training will take place in Jan'20 which shall be followed by localised training. Thereafter need based specialised training will commence. Training calendar shall begin from Jun every year so that the training happens after promotion and posting each year. For officers of scale V onwards an arrangement is being made with NIBM for competency mapping.
13. To start with, endeavours shall be made to keep the leadership position unchanged as much as possible unless one has finished his/her tenure in a particular leadership role as per their bank's extant policy.
14. Among the 10 amalgamating entities, our combination is having the largest manpower share - 9.4 per branch. This is going to take care of all your grumbles against the RO and CRM, I presume.
14. Regarding name/ logo of the new entity, the decision will be taken post the detailed notification in this regard by GOI which is expected in Jan'20. If any change is warranted, best of the agencies shall be engaged to protect the identity of all the banks.
15. Shri Rao has asserted emphatically that there is not going to be any dearth of growth opportunities for the performers in the merged entity. The Bank will take care of the performers and performances.
16. DP shall NOT be the aggregate of DPs of the 3 banks. They will be worked out based on the risk appetite framework of the  new entity. Thereafter the rates and charges will be worked out. These will be informed well in advance.
17. All the existing tie ups e.g. with SREI, Atyati, KBasics shall continue beyond 31.03.20 till further notice.
18. Regarding Bancassurance, the other two banks are having JVs which are going to get priority followed by other partners based on regulatory guidelines/ forbearance. As of now in our case the present arrangements shall continue till further notice.

These are the basic ideas which he was kind enough to share with us.
You can very well understand that merger of this scale always remains an evolving process, which may undergo change at some point or other till its completion.

I hope this enlightens all of you about the concept, philosophy and progress of our amalgamation with PNB and OBC.

Thank you,

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