HDFC Bank

Relationship Manager
Program
July, 2014


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. As of 31 March
2013, the company has 69,065
employees.
HISTORY
PRODUCTS
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 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
Program Structure
HDFC Bank
Relationship Manager Program
Sourcing to
Placement 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. 3.00 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 Placement Sourcing 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 conducts
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 a final
assessments.

Selected candidates get a
permanent offer as a
Relationship Manager
HOW IT
WORKS
LOCATIONS
Imarticus Imarticus
Program Details

Each interested student will pay an assessment fee of Rs 450 for the pre assessment conducted by Imarticus

Program enrollment fee for selected candidates - Rs 34000+taxes, HDFC Bank Education loan available.





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
IRDA 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 offer placement as a
Relationship Manager with a salary of Rs 3.00 9.00 lakhs p.a





.

Relationship Manager
Job Description

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


HDFC has a balanced score card approach in assessing their RMs which is a combination of service
and sales excellence
Career Path
Purpose of Job
Responsibilities
Relationship Manager
Compensation

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
Based on performance 2.5 lakhs per quarter to 10 lakhs per annum
The performance will be measured using the Balanced score card methodology
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
Compensation
Incentives
Other Benefits
Tiering Category
Compensation-
Fresher
Total Experience

3-9 lakhs
1 year 2 year 3 year
3 Trainee
3.2-9.7
lakhs
3.5-10.5 lakhs 3.78-11.3 lakhs
2 Trainee
2+ Executive Trainee
1 Management Trainee
1+ Management Associate
* Compensation is determined by campus tiering for the student
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 & IRDA 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
paying
Rs. 450

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
http://www.hdfcbank.com/aboutus/careers/Relationship%20Manager%20Program.htm
Thank You