Licensing Process Developed by Team CDA A Reliance

Licensing Process Developed by Team CDA A Reliance Capital company

New Field Addition in ARF Educational Qualification Category (SC/OBC/Gen ) Primary Profession Developed by Team CDA A Reliance Capital company

Documents Not Required from the Advisors • Form VA • Sponsorship Letter • Original Yellow Form • Training Completion certificate Developed by Team CDA A Reliance Capital company

FLOW CHART Mandatory documents ARF Q. proof 3 photo Branch Cash/DD Advisor sign in JPG (10 KB) 10/+2 proof Color pp size + PAL Rs. 825/Generate the web token Training Request ( 50 hrs ) Upload Photo & Sign Circulate to branch and generate License and dispatch License & ID card IRDA Results Download 5 -6 days in advance Hall ticket issued Process Upload Send data Download to Hall Ticket The Branch IRDA portal Online/Manual in 3 days Exam Slot IRDA Process After 12 Days Developed by Team CDA Creation of LG code On IRDA portal Registration Only after training completion Licensing Team “Y” Drive in HO Upload Download on daily basis Hall ticket Upload in PAL TAT 3 days URN Unique Reference No IRDA Portal Upload A Reliance Capital company

Re-Examination Process PAL Raise the request On Daily Down load Upload Branch IRDA Portal Licensing Team Circulate to branch and generate License and dispatch License & ID card Results IRDA Process Branch Down load Data IRDA Portal Developed by Team CDA Licensing Team 3 Upload Training D details in PAL A Licensing Team Print & Distribute Branch Process Y Drive Y Licensing Team Download Hall tickets Upload Will confirm Exam Slots Process 5 -6 Days S IRDA Process After 10 Days TAT 2 Days Registration A Reliance Capital company

Points to Remember Education Proof : – Ø 10 th standard pass mark sheet/school leaving certificate with pass details for rural advisors Ø 12 th standard pass mark sheet/college leaving certificate for urban advisors Ø Graduation/Post graduation certificate. Ø HSC School leaving/College leaving certificate Ø For CA/ICWA/CS/MBA: copy of the membership certificate provided by the institute. MBA should have been done from an AICTE recognized institute Ø For Diploma Courses - Mark Sheet/Certificate mentioning 3 yrs (only from institutes recognized by Government) Ø ITI certificates certified by Government only Developed by Team CDA A Reliance Capital company

q Do Not upload photograph and Signature in case of Repeater candidates ( if TCC has expired ) in 50 Hrs Training Request. q Re-exam request will be raised only if <=165 days q If not will have to wait till 180 days, only after branch need to raise the new training request in PAL. q q 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 Developed by Team CDA A Reliance Capital company

Developed by Team CDA A Reliance Capital company