in association with

Post Graduate Program in

LIFE INSURANCE
11 MONTHS | ONLINE + OFFLINE | GUARANTEED JOB
The insurance industry is at a crucial point of development in India. Having a well-developed
insurance sector that is evolving is a big boon, for any country and its economic development.
We have seen the government take major strides to increase awareness about insurance which
has led to higher investments in this sector, pushing our country towards a robust future.

I believe the insurance industry in India has so far seen limited penetration in Tier 1 and Tier 2
cities where sales professionals across these locations play an important role in ensuring that
people understand and protect the future of their loved ones.

With our Post Graduate Program in Life Insurance, we look at equipping individuals with the
perfect mix of conceptual knowledge and hands-on experience to help them kick-start a
successful career in this field.

If you are reading this, you may wish to be part of this rapidly growing insurance industry that will
make an important change in people’s lives.

Ronnie Screwvala
Co-founder & Chairman
 HDFC Life Insurance Company Limited
(Formerly HDFC Standard Life Insurance Company)
(“HDFC Life”) is one of the leading private life insurance
companies in India offering various insurance policies
that best suit your need. Our vision is to provide
innovative and customer-centric insurance plans that
can help our customers secure their family's future as
well as help them with other benefits such as tax
savings. Keeping this in mind we offer a large range of
life insurance plans such as term insurance plan,
women's plan, health insurance plans, pension plans for
retirement planning, child education plans, ULIPs, saving
and investment plans.

The Post Graduate Program in Life Insurance is a joint

program by HDFC Life and upGrad focused on building
skills for a successful career in Life Insurance sales,
covering online and offline education to prepare an
individual in insurance, financial marketing and selling
concepts.

At HDFC Life, we believe that it is crucial for an

organisation to put time and effort in nurturing talent
and with upGrad’s expertise in program design and
their experience in delivering a holistic learning
experience online, we can deliver quality training at
scale. We plan to train and hire more than thousands
of individuals every year through this unique
PG Program in Life Insurance. With a mix of online and
on-the-job training, we hope to prepare the next
RAJENDRA GHAG
generation of passionate insurance professionals
Sr. Executive VP and Chief HR Officer
HDFC Life across India.
PROGRAM
HIGHLIGHTS
WHY PGPLI WITH UPGRAD?

ON THE GO LEARNING
2 months online learning from renowned experts of the insurance industry
anywhere, anytime on mobile/web

ON-THE-JOB TRAINING
Get hands on experience at HDFC Life branch for 2 months with a stipend of
Rs. 2,500* each month

PAID INTERNSHIP
7 months internship with a stipend of Rs. 15,100* + incentives**
each month

GUARANTEED JOB
Join HDFC Life on successful completion of the program with an annual cost
to the company of Rs. 2,50,000* + incentives**

POST GRADUATE PROGRAM

Post Graduate Program in Life Insurance from HDFC Life and
upGrad

LIVE SCENARIOS
Guided role play activities in mock scenarios to sharpen your
skills

EXPERT Q&A SESSIONS

Get your doubts cleared from industry experts through live online
sessions

DEDICATED MENTORING
Dedicated mentor assigned to ensure a seamless learning experience
throughout the program

*ALL PAYMENTS WILL BE SUBJECT TO PREVAILING TAX LAWS AND OTHER STATUTORY DEDUCTIONS
**SUBJECT TO PERFORMANCE AND APPLICABLE INCENTIVE SCHEMES
WHO IS THIS
PROGRAM FOR?
This program is right for any individual who wants to be a part of the rapidly
growing insurance industry. If you are looking to join a leading insurance
company where you can grow professionally – then this program is what
you are looking for

01 02
Final year students from any stream, can join Freshers, graduates, working
the program during college and start earning professionals looking to build a career in
from Day 1 after leaving college. Students insurance
need to complete graduation before
commencement of on-the-job training
CAREER
AT HDFC LIFE
On successful completion of the program, you will earn a certificate for
Post Graduate Program in Life Insurance and will secure a job offer in
any one of the following distribution channels.

Distribution Channels

Direct Sales Bancassurance Agency

You will be on the front line, You will be posted at a bank You will lead a team of Financial
interacting with consumers and branch and will work with the Consultants, also called as
converting them into HDFC Life bank employees to sell insurance agents, who sell directly to
Insurance customers. plans to the bank customers. customers.

To be successful at HDFC Life, you need to have the following skill set:

BUSINESS DELIVERY
The incumbent will be responsible for achieving monthly targets of life insurance sales.

SALES MANAGEMENT AND BUSINESS DEVELOPMENT

The incumbent in his or her capacity will be responsible for adhering to the Sales Management
Processes which include timely review with the channel partners, lead updates on the relevant
sales apps, adherence to the company’s values etc.

RELATIONSHIP MANAGEMENT & NETWORKING

The incumbent will be required to build and nurture a mutually beneficial, business centric
relationship and will also be the point of contact for all life insurance related queries, concerns of
the customers.
FUTURE
AT HDFC LIFE
DIRECT BANCASSURANCE AGENCY

AVP AVP AVP

Career Growth
SR. MANAGER SR. TM SR.CH/ARM

TM -- -- Team
AM TM CH
Management

-- SR. CSM --

BMD/BM CSM ACH

SM/KRM SBM/EBM SSM/ESM

Learners pursuing
-- BM SM
the program join
here
ASM SR. CAM ASM
Front Line
Sales
FPM CAM BDM

RM/DSM/BSM SDM - CA SDM

At HDFC Life, you will be part of a vibrant, young organization that is one of India’s
leading Life Insurance brands and a great company to work with.

CAREER BENEFITS

1 Opportunity to grow to a higher level after

just 12 months of joining

2
Apply for jobs in others functions through
robust internal job posting process

3
Earn Rewards and Recognition that are
directly linked to your performance
PROGRAM
CURRICULUM
It is a 11 month program, which consists of 2 months of online training,
2 months of on-the-job training and 7 months of paid internship.

2 MONTHS ONLINE TRAINING

COURSE 1: SETTING THE CONTEXT

(DURATION: 1 WEEK)

WELCOME TO THE PROGRAM

Introduction to the program, the objectives of the program, and introduction to
the teaching methodology

INTRODUCTION TO INSURANCE INDUSTRY AND HDFC LIFE

The age and income trends in the Indian demography and their impact on the
potential of the life insurance industry in India; position of HDFC Life in the Indian life
insurance industry

YOUR CAREER AT HDFC LIFE

What to expect from a life insurance sales career; distribution channels available
with HDFC Life

COURSE 2: INSURANCE CONCEPTS

(DURATION: 5 WEEKS)

INSURANCE BASICS
Need, characteristics, and principles of insurance; common terms used in insurance,

FINANCE BASICS
Basic terms of finance - debt, equity, savings and investments; debt instruments,
equity instruments, money market instruments and mutual funds as sources of...

NOTE: HDFC LIFE AND UPGRAD RESERVE THE RIGHT TO EDIT/ALTER THE CURRICULUM AT A LATER DATE BASED ON INDUSTRY
REQUIREMENT AND FEEDBACK.
investments; steps in the financial planning process and the role of insurance
in financial planning

LIFE INSURANCE PLANS

Different types of life insurance plans such as protection, savings and retirement
plans; insurance product classification based on risk, through traditional and ULIP
plans; terminology and charges in a ULIP plan

REGULATORY ENVIRONMENT
Insurance regulations and role of regulatory authority; most important acts that
regulate the insurance industry in India; principles and steps in the process of
handling grievances

HDFC Life PLANS

Plan details and their selling pitch

COURSE 3: SELLING AN INSURANCE POLICY

(DURATION: 2 WEEKS)

SELLING SKILLS
Importance and necessity of sales in our lives; different stages of selling; sales
techniques to increase overall sales value

POLICY ISSUE AND SERVICING

Complete process of onboarding a client from login to conversion; mobility apps
and their importance in the complete sales process; process of servicing an
insurance policy

COMMUNICATION SKILLS
Interpreting and adopting the right non-verbal communication techniques;
communicating effectively via oral and written communication

NOTE: HDFC LIFE AND UPGRAD RESERVE THE RIGHT TO EDIT/ALTER THE CURRICULUM AT A LATER DATE BASED ON INDUSTRY
REQUIREMENT AND FEEDBACK.
A GLIMPSE OF THE
UPGRAD LEARNING PLATFORM
LEARNING SUPPORT
Dedicated mentor assigned to ensure a seamless learning experience
throughout the program

COURSE OVERVIEW
To access all your lectures, case studies and assignments

*NOTE: THIS IS JUST A DEMO OF THE PLATFORM AND NOT THIS PARTICULAR PROGRAM
 Calendar
To plan and schedule your learning experience with live sessions, module deadlines,
project deadlines and much more

DISCUSSION FORUM
Interactive Tool to ask questions and clear doubts with help of teaching associates and your
peers

*NOTE: THIS IS JUST A DEMO OF THE PLATFORM AND NOT THIS PARTICULAR PROGRAM
PROGRAM
DETAILS
PROGRAM DURATION
11 Months
2 months online + 2 months on-the-job training
+ 7 months paid internship

PROGRAM FEE
99,000 (inclusive of taxes)
Flexible Payment Options Available
(0% EMI Included)

ELIGIBILITY
- Graduation in any field
- English as a language of communication
- Final year students expecting to complete their
Graduation in next three months may also apply

SELECTION PROCESS
- Online aptitude test
- Interview

FOR ADMISSION
Email: [email protected]
Website: www.upgrad.com/pgpli-hdfclife

FOR FURTHER DETAILS, CONTACT US AT [email protected] OR

CALL US AT 9867049795

COMPANY INFORMATION
upGrad Education Private Limited,
Nishuvi, 75, Dr. Annie Besant Road,
Worli, Mumbai – 400018.