Effective Teamwork and Communication

ICICI Securities Professional Program in Relationship Management 2024

• The program covers a week's plan for relationship management, including daily schedules and topics.
• Day 1: Welcome Session for students, introduction & expectations, ICICI Securities culture, importance of grooming.
• Day 2: Introduction & expectations (ICICI Securities session), ISEC culture and DNA.
• Day 3: Importance of grooming, grooming & attire as per ISEC guidelines.
• Day 4: Time management and its importance, business etiquette.
• Day 5: Telephone etiquette.
• The program includes sessions on welcome and introductions, facilitator introductions, and participant introductions.
• Topics include participant introductions, introductions and expectations (ISEC team), and welcome to ICICI Securities Ltd.
• The program covers expectations for new employees, and what's expected of them.
• Topics include the role of Relationship Manager and related tasks, and the genesis of ICICI Securities.
• The program covers the history of ICICI Securities, including its incorporation date, initial equity, and ownership details, and phase-wise development.
• Topics include the structure and history of ICICI Securities (a virtual financial supermarket that meets the needs of its clients for investments, protection, and borrowing).
• Key aspects of the company's transformation from a transactional to an experiential approach are highlighted.
• Focus includes online banking, wealth products, product alliances, technology, distribution, and full-stack offerings.
• Important information that was transformed into a 360-degree customer approach is outlined.
• Further details of the company's transformation includes a summary for the period before and after FY 20.
• Further details of the company's performance are explained, covering key facts about total client assets, wealth client assets, revenue, and profit after tax, Return on equity, and dividend.
• Additional details from the company's quarterly performance snapshot, and market share across segments are included.
• Performance and personalization elements are outlined
• The program explores the interplay between analytics, data models, and customer engagement.
• Topics are further detailed with cultural anchors, strong customer focus, risk management, and agility & execution.
• Behaviors and attitudes towards work are examined.
• ICICI Securities' vision and mission statements are included, and profiles of executive management, including titles and names.
• Training on grooming and etiquette includes descriptions about grooming and reasons why first impressions are important.
• Specific guidelines for corporate attire for men and women are provided, including suggestions for shirts, trousers, ties, belts, shoes and accessories, including earrings, and watches.
• Details on grooming and hygiene, such as facial hair care, hygiene, personal hygiene, and workplace hygiene are included.
• Check Your Understanding sections include questions and answers.
• The sessions cover Q&A and topics from Week 1 day 1, Week 1 day 2, and Week 1 day 3.

Broader Topics

• Introduction to BFSI, financial regulators (SEBI), broking structure in India, stock brokers, types and impact on stock market.
• KYC, ReKYC, EDD (know your customer), key indicators for suspicious activities, money laundering.
• Customer due diligence.
• Banking structure in India, Reserve Bank of India, commercial banks, public sector banks, private sector banks, foreign banks, small finance banks, and cooperative banks.
• Brokerage structure in India, types of brokerage firms, and how brokerage works.
• Important aspects of KYC/AML guidelines, including customer acceptance, monitoring of transactions, and risk management.
• Official Valid Documents (OVD) for various circumstances, including PAN cards, passports, driving licenses, voter IDs, and job cards.
• Case studies covering issues with documents submission, and the importance of due diligence and accuracy.
• Introduction to trading accounts, demat accounts, and intermediaries (like NSDL and CDSL), and the importance of demutualisation and rematerialisation.
• Different types of trading and demat accounts, and their features and facilities
• Details on trading accounts and their functionalities, including types, access, and associated services
• Important aspects of the market (like market capitalization, stock exchanges, and regulators), and different trading types (like day trading, scalping, momentum trading, etc.)
• Discussions on corporate actions, and associated procedures, including bonus issue, stock splits, dividend payout, and share buybacks.
• Details on mutual funds, concepts, operation (with relevant diagrams), advantages, disadvantages (and associated risks), different types of mutual funds, taxation, and sales pitches.
• Customer risk profiling and associated channels, for retail banking
• Key digital initiatives launched by ICICI Securities.
• Use of digital tools for account opening, customer interaction, etc.
• Summary of all covered material.

This quiz explores key concepts related to effective teamwork and communication. It addresses the benefits of understanding diverse perspectives, barriers to communication, and the importance of feedback. Additionally, it examines the role of empathy in teamwork and strategies for conflict resolution.