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.