HDFC Bank

Relationship Manager

Program

About HDFC

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.

HISTORYPRODUCTS

Personal banking NRI banking SME banking Wholesale banking

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

About Imarticus

… 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.

Headquartered in Mumbai, Imarticus has delivery capabilities pan

India with dedicated centers at Mumbai, Bangalore, Chennai, and

satellite centers at Pune and Jaipur.

Imarticus Learning…RETAIL

Job Oriented Knowledge based trainings Certifications Degree Programs

CORPORATE

Corporate Training Temping Agile Hiring S2P (Sourcing to Placement)

Highlights

Training and content delivery capability, across the areas ofInvestment Banking, Finance & Treasury, Capital MarketsOperations, Business Analytics, Technology and Consulting.

Preferred sourcing and corporate training delivery partner forleading Global Banks, Consulting, KPO, Technology and Analytics firms.

Range of customized delivery methods such as instructor ledtraining, e-learning, workshops and seminars for optimal trainingeffectiveness.

50+ Empaneled Trainers

Program Structure

HDFC Bank Relationship Manager Program

Sourcing toPlacement for

Relationship Managers

Partnership Program

HDFC Bank Imarticus Learning

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.

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

Unique Program, where you get paid as you train!

Continuous Training & Evaluation

Selection PlacementSourcing Training

Bangalore Chennai

1 Wee3-4

PROCESS

Mumbai

HDFC Bank Imarticus HDFC Bank

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

Curriculum design to be done in partnership

Training over 2 months

Regular assessments and report cards for each student

Upon completion of training HDFC Bank will conduct final assessments.

Selected candidates get a permanent offer as a Relationship Manager

HOW IT WORKS

TRAINING LOCATIONS

Imarticus Imarticus

Program Details

POSTING LOCATIONS

As per organization requirement, preferences considered

Each interested student will pay an assessment fee of Rs 100 for the pre assessment conducted by Imarticus

Program enrollment fee for selected candidates - 34000+taxes (Rs 38203 incl taxes @ 12.36%)

HDFC Bank Education Loans Available

Training Details

Training will be conducted at Imarticus Centers/Partner LocationsTraining Duration -2 monthTraining 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

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

Program Details

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 Academics:50% and more Good verbal and written communication Successful completion of the entrance test and interview No relatives working in HDFC Bank

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

.,

Relationship ManagerJob Description

Enhancement and deepening of the existing relationship by cross-selling products and services as per the profile and need of HNI customersRetention of the customers by providing the best possible services and being the dedicated point of contact for these customersSales 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 BankAchieving 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 needsEnsuring 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 BranchAcquisition & Servicing of High Net Worth customers

HDFC Bank has a balance score card approach in assessing their RM’s which is a combination of service and sales excellence

Career Path

Purpose of Job

Responsibilities

Relationship ManagerCompensation

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

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

Product AmountInterest

rateEmployee'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

Compensation

Incentives

Other Benefits

Tiering Category Compensation1 year 2 year

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 CategoryCompensation 1 year 2 year

experience experience

1 to 2 Management Trainee 650000 604800 653184

3 to 5 Executive Trainee 450000 432000 466560

Training Curriculum

RM Onboarding Training Plan

Section Sub-Topic / Scope Training Hrs

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 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

Next Steps

Register for Test

Register for the test with Imarticus by

payingRs. 100

Assessment

Round 1: HR Screening and Profile 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

Get in touch with us at http://imarticus.org

or call us + 91 22 40792314

Thank You