HDFC Bank Relationship Manager Program

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1 HDFC Bank Relationship Manager Program

2 About HDFC HISTORY HDFC Bank Limited was incorporated in August It was promoted by Housing Development Finance Corporation Limited (HDFC), India's largest housing Ginance company. It was among the Girst companies to receive an 'in principle' approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. The Bank started operations as scheduled commercial bank in January 1995 under the RBI's liberalization policies. PRODUCTS SERVICES Overview ü Personal banking ü NRI banking ü SME banking ü Wholesale banking ü Wholesale banking services ü Retail banking services ü Treasury HDFC Bank Retail Banking Leveraging the knowledge and experience of some of the Ginest Ginancial relationship managers, HDFC Bank offers its clients a range of strategic and innovative banking and investment solutions. Their bouquet of innovative and hi tech services ensures that their clients get world class banking solutions. Their product suite includes - Accounts and deposits - Loans - Cards - Demat - Mutual Funds - Forex - Insurance - Investments

3 About Imarticus Imarticus Learning is formed to bridge the gap between academia and the industry. The Girm provides a range of Corporate Solutions designed to assist Girms in meeting its skillset requirements. Headquartered in Mumbai, Imarticus has delivery capabilities pan India with dedicated centers at Mumbai, Bangalore, Chennai, and satellite centers at Pune and Jaipur. 50+ Empaneled Trainers RETAIL CORPORATE ü Job Oriented ü Knowledge based trainings ü CertiGications ü Degree Programs ü Corporate Training ü Temping ü Agile Hiring ü S2P (Sourcing to Placement) Highlights ü Training and content delivery capability, across the areas of Investment Banking, Finance & Treasury, Capital Markets Operations, Business Analytics, Technology and Consulting. ü Preferred sourcing and corporate training delivery partner for leading Global Banks, Consulting, KPO, Technology and Analytics Girms. ü Range of customized delivery methods such as instructor led training, e- learning, workshops and seminars for optimal training effectiveness.

4 HDFC Bank Relationship Manager Program Program Structure Program Objective Partnership Program The Relationship Manager program, a collaboration between HDFC Bank and Imarticus Learning, has been designed to provide Relationship Manager roles to post graduate students within HDFC bank.the objective of the program is to create a pool of multi- skilled, job ready professionals that can contribute to the growing business needs of a dynamic organization like HDFC Bank. HDFC Bank Imarticus Learning Highlights Sourcing to Placement for Relationship Managers Relationship Manager with salary of Rs lakhs/pa 2 Month CertiGication Program Conditional Offer Letter before training Training Stipend of Rs 15,000 p.m Educational Loans by HDFC Bank Industry Relevant Curriculum Unique Program, where you get paid as you train!

5 Program Details 1 Wee3-4 Continuous Training & Evaluation PROCESS Sourcing Selection Training Placement Imarticus HDFC Bank Imarticus Imarticus HDFC Bank HOW IT WORKS ü Imarticus to identify fresher/experienced post graduates ü Imarticus to administer online pre assessment test to all interested candidates and interview all selects. ü HDFC Bank to conduct Ginal assessment for selection for the batch and issue a conditional offer letter to all selects ü Curriculum design to be done in partnership ü Training over 2 months ü Regular assessments and report cards for each student ü Upon completion of training HDFC Bank will conduct Ginal assessments. ü Selected candidates get a permanent offer as a Relationship Manager TRAINING LOCATIONS Mumbai Bangalore Chennai POSTING LOCATIONS As per organization requirement, preferences considered

6 Program Details Eligibility v Post Graduates, 2011 to 2014 (MBA or equivalent, including Chartered Accountants and Cost Accountants) v 0 4 years of work experience in the Gield of Sales/Marketing v Consistent Academics:50% and more v Good verbal and written communication v Successful completion of the entrance test and interview v No relatives working in HDFC Bank Assessment Details Assessments will be conducted at Imarticus centers/ Partner Locations The assessment comprises of an online test for English Language, Logical Ability, Sales Situation Judgment & Personality followed by an Imarticus interview Training Details Training will be conducted at Imarticus Centers/Partner Locations Training Duration - 2 month Training stipend - Rs.15,000 per month during training Training Coverage: v Retail Banking, Banking Products & Banking Channels v Sales & Customer Relationship management v Compliance and Regulatory training v NISM CertiGication v IRDA CertiGication Final Offer Details Each candidate undergoes a Ginal HDFC bank round of selection upon completion of training All selects after this assessment are offered placement as a Relationship Manager with a salary of Rs lakhs/ p.a All selects from the above are interviewed by HDFC Bank for Ginal selection for the program Each interested student will pay an assessment fee of Rs 300 for the pre assessment conducted by Imarticus. Program enrollment fee for selected candidates taxes (Rs incl 12.36%) for NISM certieication HDFC Bank Education Loans Available

7 Relationship Manager Job Description Purpose of Job ü Enhancement and deepening of the existing relationship by cross- selling products and services as per the progile and need of HNI customers ü Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers ü Sales across all product segments - Current / Saving accounts, Asset products - Credit cards, Loan products and third party products like Insurance and Mutual Funds Responsibilities ü Managing the High Net Worth customers of the Bank ü Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. ü ProGiling Customers and provide Ginancial products to meet customer needs ü Ensuring the highest levels of service to the High Net Worth customers ü Providing Financial planning & Investment Advise ü Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. ü One point contact for all requirements of High Net Worth customers in the Branch ü Acquisition & Servicing of High Net Worth customers Career Path HDFC Bank has a balance score card approach in assessing their RM s which is a combination of service and sales excellence

8 Relationship Manager Compensation Compensation Tiering Category Compensation 1 year 2 year experience experience 2, 3 Trainee Executive Trainee Management Trainee Management Associate Attempts Category Compensation 1 year 2 year experience Experience 1 to 2 Management Trainee to 5 Executive Trainee Incentives ü Based on performance 2.5 lakhs per quarter to 10 lakhs per annum ü The performance will be measured using the Balanced score card methodology Other Beneeits In addition to Performance bonus, Hospitalization and Gratuity (As per policy), HDFC also provides the below products at subsidized interest rates only for its employees after congirmation Interest Product Amount Employee's potential Saving Eligibility rate Housing Loan Lakhs 2.50% 57K lakhs After completing 1 year with the bank Vehicle Loan lakhs 3% K After 6 months of Joining Personal Loan 60 K Lakhs 5% 8-13 K After 6 months of Joining

9 Training Curriculum RM Onboarding Training Plan Section Sub- Topic / Scope Training Hrs DOMAIN TRAINING 196 Section 1 Introduction to Banking 12 Section 2 Section 3 Section 4 Banking Services & Operations 60 NISM & IRDA CertiGication V A and VI Training 100 Compliance and Regulations 24 OTHER TRAINING 129 Section 5 Soft Skills 50 Section 6 Computer Skills 18 Section 7 Customer Service 25 Section 8 Sales Training 36 Total Training Hours 325

10 Next Steps Register for Test Register for the test with Imarticus by paying Rs. 300 Assessment Round 1: HR Screening and ProGile Review Round 2: Online Aptitude Test Results Results declared by end of today Interviews All selected candidates move to the next round of interviews by HDFC Bank. Register Register with Imarticus for the training

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