What are the most typical and most effective customer metrics to include in a STIP for junior/middle managers in FS industry?

There could be several metrics, however start with what makes an impact to the organization and what does the organization value? In my view 3 metrics stand out:
1. NRR (Net Recurring Revenue from existing customer) & NRR Growth
2. CSAT (Customer Satisfaction Score) - average across customers as a benchmark.
3. NPS (Net Promoter Score) - Net of Promoters and Detractors 

In a Sales and Trading Incentive Plan (STIP) for junior/middle managers in the financial services industry, typical and effective customer metrics to include are as follows:

Net Promoter Score (NPS): Measures customer loyalty and satisfaction, providing valuable insights into customer relationships and potential for business growth

Customer Satisfaction (CSAT): Assesses the degree of satisfaction with a company's products and services, offering a direct indicator of customer contentment

Customer Retention Rate: Reflects the ability to keep customers over a specific period, indicating customer loyalty and the effectiveness of the company's products and services

Customer Lifetime Value (CLV): Estimates the total value a company can derive from a long-term relationship with a customer, aiding in strategic decision-making and resource allocation

These metrics are widely recognised in the financial industry and provide valuable insights into customer relationships and business performance. They are essential for junior/middle managers to understand and influence customer-centric outcomes.

Hope this helps!