A Reliance Capital company Developed by Team CDA Licensing Process.

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A Reliance Capital company Developed by Team CDA Licensing Process

Transcript of A Reliance Capital company Developed by Team CDA Licensing Process.

Page 1: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA

Licensing Process

Page 2: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA

New Field Addition in ARF

Educational QualificationCategory

(SC/OBC/Gen )

Primary Profession

Page 3: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA

Documents Not Required from the Advisors

•Form VA

•Sponsorship Letter

•Original Yellow Form

•Training Completion certificate

Page 4: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA

Branch

Mandatory documents

ARF

Q.proof

3 photo

Rs.825/-Cash/DD

Color pp size

10/+2 proof

Advisor sign in JPG (10KB)

+

Creation of LG code

Generate the web tokenTraining Request

( 50 hrs )Upload Photo & Sign

Licensing Team

in HO

IRDA Portal

Download on daily basis

Upload

URN

Unique Reference No

Upload in PAL

TAT 3 days

Registration

Only after training

completion

Online/Manual in 3 days

On IRDA portalIRDAProcess

After 12

Days

Exam Slot

5-6 days in

advance

Send data toThe

Branch

Hall TicketDownl

oad

IRDA portal

Upload

Hall ticket

“Y” DriveProcess

Hall ticket issuedResults

Upload

IRDA

Download

Circulate to branch and generate License and dispatch

License & ID card

FLOW CHART

PAL

Page 5: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA

Re-Examination ProcessPAL

Raise the requestBranc

hLicensing

Team

Down load

On Daily

Upload

Daily

Licensing Team

IRDA Portal

Upload Training details in PAL

3

D

A

Y

S

RegistrationTAT 2 Days

IRDA ProcessExam Slots

After 10 Days

Will confirm

5-6 Days

Licensing Team

ProcessData Down load

IRDA Portal

Branch Licensing

Team Hall ticketsDownloa

dUpload

Y DriveIRDA

Process

Print & Distribute Branch Process

ResultsLicensing

Team

Circulate to branch and generate License and dispatch

License & ID card

Page 6: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA

Points to RememberEducation Proof :–

10th standard pass mark sheet/school leaving certificate with pass details for rural advisors

12th standard pass mark sheet/college leaving certificate for urban advisors

Graduation/Post graduation certificate.

HSC School leaving/College leaving certificate

For CA/ICWA/CS/MBA: copy of the membership certificate provided by the institute. MBA should have been done from an AICTE recognized institute

For Diploma Courses - Mark Sheet/Certificate mentioning 3yrs (only from institutes recognized by Government)

ITI certificates certified by Government only

Page 7: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA

Do Not upload photograph and Signature in case of Repeater candidates ( if TCC has expired ) in 50 Hrs Training Request.

Re-exam request will be raised only if <=165 days

If not will have to wait till 180 days, only after branch need to raise the new training request in PAL.

In Case on Manual Exam

Advisor can select the Exam Center which is upto 100 Km Distance from his given Address Pin Code

In Case on Online Exam

Advisor can select the Exam Center which is upto 50 Km Distance from his given Address Pin Code.

NOTE:- As per New process, Reappear candidates will not be allowed to change the Exam Details- Examination mode, Examination Body, Examination Center

and Preferred Examination language. The Exam Details will remain same as that provided earlier

Branch can search the Exam center as per the above criteria on IRDAwebsite:www.irdaonline.org

Page 8: A Reliance Capital company Developed by Team CDA Licensing Process.

A Reliance Capital company

Developed by Team CDA