HDFC Bank Relationship Manager program at Imarticus

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HDFC Bank Relationship Manager Program
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About HDFC
HISTORY
PRODUCTS

• Personal banking
• NRI banking
• SME banking
• Wholesale banking

HDFC Bank Limited was incorporated in August
1994. It was promoted by Housing Development
Finance Corporation Limited (HDFC), India's
largest housing finance company. It was among the
first 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.
SERVICES

• Wholesale banking services
• Retail banking services
• Treasury

HDFC Bank Retail Banking
Overview
Leveraging the knowledge and experience of some
of the finest financial 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
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About Imarticus
Imarticus Learning
RETAIL

• Job Oriented
• Knowledge based trainings
• Certifications
• Degree Programs

is formed to bridge the gap between
academia and the industry. The firm provides a
range of Corporate Solutions designed to assist
firms in meeting its skillset requirements. Headqu
artered in Mumbai, Imarticus has delivery
capabilities pan India with dedicated centers at
Mumbai, Bangalore, Chennai, and satellite centers
at Pune and Jaipur.
CORPORATE

• Corporate Training
• Temping
• Agile Hiring
• S2P (Sourcing to Placement)

Highlights

• Training and content delivery capability, across
  the areas of
• Investment Banking, Finance Treasury, Capital
  Markets
• Operations, Business Analytics, Technology and
  Consulting.
• Preferred sourcing and corporate training
  delivery partner for
• leading Global Banks, Consulting, KPO, Technology
  and Analytics firms.
• Range of customized delivery methods such as
  instructor led
• training, e-learning, workshops and seminars for
  optimal training
• effectiveness.

50 Empaneled Trainers
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HDFC Bank Relationship Manager Program
Program Structure
Program Objective 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.
Partnership Program

• Highlights
• Relationship Manager with salary of Rs. 4.00
  9.00 lakhs/pa
• 2 Month Certification Program
• Conditional Offer Letter before training
• Training Stipend of Rs. 15,000 p.m
• Educational Loans by HDFC Bank
• Industry Relevant Curriculum

Imarticus Learning
HDFC Bank
Sourcing to Placement for Relationship Managers
Unique Program, where you get paid as you train!
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Program Details
1
Wee3-4
Continuous Training Evaluation
Selection
Placement
Sourcing
Training
PROCESS
HDFC Bank
HDFC Bank
Imarticus
Imarticus
Imarticus

• Imarticus to identify fresher/experienced post
  graduates

• Imarticus to administer online pre assessment
  test to all interested candidates and interview
  all selects.
• HDFC Bank to conduct final assessment for
  selection for the batch and issue a conditional
  offer letter to all selects

• Upon completion of training HDFC Bank will
  conduct final assessments.
• Selected candidates get a permanent offer as a
  Relationship Manager

HOW IT WORKS

• Curriculum design to be done in partnership
• Training over 2 months
• Regular assessments and report cards for each
  student

TRAINING LOCATIONS
Bangalore
Chennai
Mumbai
POSTING LOCATIONS
As per organization requirement, preferences
considered
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Program Details

• 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
• Retail Banking, Banking Products Banking
  Channels
• Sales Customer Relationship management
• Compliance and Regulatory training
• NISM Certification

• Eligibility
• Post Graduates, 2011 to 2014 (MBA or equivalent,
  including Chartered Accountants and Cost
  Accountants)
• 0 4 years of work experience in the field of
  Sales/Marketing
• Consistent Academics50 and more
• Good verbal and written communication
• Successful completion of the entrance test and
  interview
• 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 All selects from the above
are interviewed by HDFC Bank for final selection
for the program
Final Offer Details Each candidate undergoes
a final 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 4.00
9.00 lakhs/ p.a Incentives upto 10 lacs per
annum . ,

• Each interested student will pay an assessment
  fee of Rs 100 for the pre assessment conducted by
  Imarticus
• Program enrollment fee for selected candidates -
  34000taxes (Rs 38203 incl taxes _at_ 12.36)
• HDFC Bank Education Loans Available

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Relationship Manager Job Description
Purpose of Job

•  
• Enhancement and deepening of the existing
  relationship by cross-selling products and
  services as per the profile and need of HNI
  customers
• Retention of the customers by providing the best
  possible services and being the dedicated point
  of contact for these customers
• Sales across all product segments - Current /
  Saving accounts, Asset products - Credit cards,
  Loan products and third party products like
  Insurance and Mutual Funds
• Managing the High Net Worth customers of the Bank
• Achieving the Business targets assigned in terms
  of cross selling, enhancing and upgrading the
  High Net Worth relationships.
• Profiling Customers and provide financial
  products to meet customer needs
• Ensuring the highest levels of service to the
  High Net Worth customers
• Providing Financial planning Investment Advise
• Sales targets spread across Liabilities, Retail
  Assets, Business Banking, Forex, Credit Cards,
  Online trading etc.
• One point contact for all requirements of High
  Net Worth customers in the Branch
• Acquisition Servicing of High Net Worth
  customers

Responsibilities
Career Path
HDFC Bank has a balance score card approach in
assessing their RMs which is a combination of
service and sales excellence
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Relationship Manager Compensation
Compensation
Tiering Category Compensation 1 year 2 year
Tiering Category Compensation experience experience
2, 3 Trainee 400000 432000 466560
2 Executive Trainee 450000 486000 524880
1 Management Trainee 650000 702000 758160
1 Management Associate 1100000 1188000 1283040

CA Attempts Category Compensation 1 year 2 year
CA Attempts Category   experience experience
1 to 2 Management Trainee 650000 604800 653184
3 to 5 Executive Trainee 450000 432000 466560
Incentives

• Based on performance 2.5 lakhs per quarter to 10
  lakhs per annum
• The performance will be measured using the
  Balanced score card methodology

Other Benefits
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 confirmation
Product Amount Interest rate Employee's potential Saving Eligibility
Housing Loan 7.5-17 Lakhs 2.50 57K -1.30 lakhs After completing 1 year with the bank
Vehicle Loan 1.50-4.0 lakhs 3 11 -31 K After 6 months of Joining
Personal Loan 60 K-1.00 Lakhs 5 8 -13 K After 6 months of Joining
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Training Curriculum
RM Onboarding Training Plan RM Onboarding Training Plan RM Onboarding Training Plan

Section Sub-Topic / Scope Training Hrs
DOMAIN TRAINING DOMAIN TRAINING 196
Section 1 Introduction to Banking 12
Section 2 Banking Services Operations 60
Section 3 NISM Certification V A and VI Training 100
Section 4 Compliance and Regulations 24
OTHER TRAINING 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 Total Training Hours 325
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Next Steps
Register for Test Register for the test with
Imarticus by paying Rs. 100
Results Results declared by end of today
Register Register with Imarticus for the training

• Interviews
• All selected candidates move to the next round of
  interviews by HDFC Bank.

Assessment Round 1 HR Screening and Profile
Review Round 2 Online Aptitude Test
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call us 91 22 40792314 Thank You