a reliance capital company developed by team cda licensing process
TRANSCRIPT
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
A Reliance Capital company
Developed by Team CDA
Documents Not Required from the Advisors
•Form VA
•Sponsorship Letter
•Original Yellow Form
•Training Completion certificate
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
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
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
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
A Reliance Capital company
Developed by Team CDA