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Pre-Placement Talk HDFC AMC 2023-2024-1

HDFC PRESENTATION

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0% found this document useful (0 votes)
46 views24 pages

Pre-Placement Talk HDFC AMC 2023-2024-1

HDFC PRESENTATION

Uploaded by

omkaraurange228
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Campus Hiring 2024

Strong tailwinds for future growth

Deep under penetration : 17% AUM/GDP vs 80%+ in developed markets

Wealth creation : >75 million HHs saving INR 300k+ p.a.

Financial savings (14% CAGR) growing faster than physical (6% CAGR)

Regulation protecting retail investor interests, promoting competition

Technology making penetration cost effective

Source : BCG
2
Savings Landscape

Bank Deposits

Direct Stocks and


Bonds

Postal Savings

Insurance

NPS
Household Annual Financial Savings*
Rs. 20 lakh crore (~$267 billion)
REITS, AIF, PMS
* Household Assets as on Mar’22. Source: Jeffries Report. Household Savings Based on
FY19 financial assets flows. Source: RBI 2
Huge runway ahead

4
Mutual Fund penetration

5
About Us

HDFC Asset Management Company Ltd. (AMC) was incorporated in 1999,


and was co-sponsored by Housing Development Finance Limited (HDFC) and
Standard Life Aberdeen, the investment arm of The Standard Life Group, UK.

HDFC Bank is now the predominant shareholder after the merger of HDFC
Ltd with the former in July 2023.

HDFC AMC started with 3 schemes namely HDFC Growth Fund, HDFC
Balanced Fund and HDFC Income Fund which collected AUM of Rs. 654.32
crores and over 1 lakh of customer base

HDFC MF offers over 100 Mutual Fund Schemes. Product offerings across
asset and risk categories enabling investors to invest in line with their
investment objectives and risk taking capacity

6
Our Vision, Mission and Values

We are one of India’s largest mutual fund managers with ₹4.4 trillion in assets under
management

VISION & MISSION VALUES

Our VISION is “To be the most Collaboration


respected Asset Manager in the Transparency
world” Integrity

Our MISSION is “To be the


wealth creator for every Indian” Excellence
Trust
MF Industry growth in India

2 lakh crore 20 lac crore


Equity AUM 2013 2023

10x Growth In 10 years

~60 Lakh ~6.6 crore


SIP
2013 2023
Accounts

10x Growth In 10 years

4
Our Journey So Far

9
Our Journey So Far

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At a Glance

Quarterly Average AUM Closing AUM

Assets Under ₹ 2,055 bn Assets Under ₹ 2,060 bn


Equity-Oriented US$ 24 bn Equity-Oriented US$ 24 bn
Management(1) Management(1)
55% ₹ 5,247 bn 45% 61% ₹ 5,229 bn 39%
Non-Equity Non-Equity
₹ 2,861 bn US$ 63 bn Oriented ₹ 3,169 bn US$ 63 bn Oriented
US$ 34 bn US$ 38 bn

7.9 mm ₹ 17 bn
Unique Investors &
PMS & SMA AUM(3)
13.6 mm Live accounts

229 80k+
Branches(2) Distribution Partners
~99% ₹ 3,542 bn
Pincodes serviced
across India
Individual MAAUM

(1)Data is as of Sept 30, 2023 / for the quarter ended Sept 30 2023; (2) Data for Aug 2023; (3) includes PMS, SMA & advisory mandates; (4) Includes our representative office in Dubai ; Source: Internal
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Financials

Total Assets Under Management (₹ billion) Profit after Tax (₹ million)


16000
5000 13931 14240

4369 14000 12625 13256


4500
3955
4000 12000
4076
3500 3439
10000 9308
2920 3191
3000
7216
2305 8000
2500
1656 5502
2000 6000 4779
1506 4155
1500 3578
1089 4000 3187
938
1000
2000
500

0 0

The QAAUM for quarter ended 30th Sep 2023 The QAAUM for quarter ended 30th Sep 2023
was ₹ 5,247 billion was ₹ 5,247 billion

Source: AMFI, based on monthly average AUM


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Most Preferred Choice of Individual Investors

Individual Assets Market Share Unique Investors- HDFC AMC


vs MF Industry

12.6%
Mutual Fund
Industry

20%

Other
Competitors

Source: AMFI , based on monthly average AUM Source: CAMS. Note: Unique Investors as identified by PANs/PEKRNs of all unit holders & Guardians
13
Digital Initiatives

Voice Search has been enabled on Fintech Partnerships with the End to End Digital Solution for
the Corporate Website. setup of an API Gateway. KYC investors: Onboard,
Transact and Interact

Transact on Call Connekt with a host of new Business Intelligence for MFDs
For instant help on queries features for both MFDs and Our
& Outbound Calling for MFDs Sales Team

Co Browsing Service for Investors to Additional features on WhatsApp for MFDs


get instant help on their Digital ready for launch this month
HDFC MF Online Investor App Queries by screen sharing with our
Refresh representatives

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What our employees have to say about us!
Why is HDFC AMC an Employer of Choice? Know from our employees :

Through my tenure of 1.5 years at HDFC AMC


I’m having a great experience working and I can confidently say that it has one of the
at HDFC AMC. Everyone is co- healthiest and most respectful work
operative and supportive. Whenever environment. The seniors are my role models
we are faced by problems, we solve who inspire the team and help us achieve our
them like a family. I respect the goals. Its been a great journey so far and a
wonderful experience, working with great
leadership for their guidance. I work
people, learning new things about the market
with some of the brightest and honest and industry. There is tremendous opportunity
people in the country. Everyday is full for growth in the industry as well as at HDFC
of learnings for me. AMC.

Manoj Shekar,
Ankit Prasad Bhagat, Assistant Manager – Sales
Management Trainee– Sales (Manipal Academy of Higher
(Birla School of Management, Education,
Bhubaneswar, 2022-23) Manipal, 2021-22)

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Geographic Spread
Total MAAUM (1) by T30 and B30 cities Prominent Player in B-30 Markets

We serve customers across ~99% of all pincodes in India

Network of 229 branches with 151 in B-30 cities(2)

80k+ empaneled distribution partners


____________________
(1) Source: AMFI, MAAUM as of August 2023
(2) As of September 30, 2023. Includes one representative office in Dubai;
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HDFC AMC pillars

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Campus Engagement

HDFC AMC conducts Mutual Fund Expert Speak Session in B-schools PAN India.
Through these sessions we connect with over 25,000 students and faculties every
year to create awareness on financial planning amongst potential MF investors.

HDFC AMC has tied up with Institutes to incorporate Mutual Funds into their
course curriculum and also provides training on NISM certifications.

18
Management Trainee Program

TRANSITION TO ROLE
Upon successful completion of the 1 year program the Management
Trainee would move to his or her final role as Assistant Manager

PERFORMANCE SHOWCASE/ FEEDBACK


Constructive feedback on the project(s) & individuals performance would
be provided at the end of the 5 month program

ON THE JOB TRAINING


On the job training with cross functional exposure and a structured learning program over
a period of 5 months

CAMPUS TO CORPORATE
A structured 100 hour training designed to ensure smooth campus to corporate transition post
selection

19
The Role
Objective – Increase the AUM, Net Sales & Market share of the company by servicing
distributors/investors while upholding the high ethical practices of the company.
Channel Management – Banks, National/ Regional Distributors, Mutual Fund Distributors,
Corporates.

Ensure that information and


Connect with and activate dormant servicing needs of the channel
channel partners partners / investors are met within
the prescribed TAT

Share knowledge and


train channel partners /
Ensure customer
investors by making
service & compliance
effective presentations
standards are upheld
on financial planning and
products

Develop and strengthen


relationships with Individual
MIS and Reporting
Financial Advisors (IFAs),
National / Regional Distributors
and Banks to promote HDFC
Mutual Fund’s schemes

20
Career Path

Champion
5 years+ : Pave your way to a
larger branch
Manage
1 - 3 years : Independently
manage a channel -
IFA, ND/RD, Banks,
Corporate
Conquer
3-5 years : Be in-charge of a Business
Centre / small branch

Accomplish
0-1 Year : Develop an understanding
of business and processes.

18
Selection Process

STEP 1 STEP 2 STEP 3 STEP 4

Application Preliminary Final Selection/


Submission Online Assessment Interview Interview
• Pre placement PPT • Online Aptitude • Shortlist of applicants, • Final Interview in a
• Submission of Application Assessment • Preliminary Interview central location,
• Screening & Short listing Round • Offer Release
of candidate applications

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Pre-requisites

Work Experience Soft Skills & Location Certifications


• BFSI or NBFC sector especially
Mobility • Having the following
Mutual Fund Exposure would • Excellent Relationship Management certifications will
be preferred skills, Excellent Communication skills have an added
• High degree of Integrity and advantage:
reliability, Open to relocate anywhere NISM VA, NISM XA &
in India NISM XB

Qualification Financial Concepts Current Affairs &


• Full time graduate (Mandatory) & Mutual Funds Quantitative Ability
• Full time 2 year Post Graduation,
• A well rounded understanding • Awareness of Indian and Global
with major in Finance and or
of MF Industry& Financial economic scenario, geopolitics,
marketing.
Markets (Equity/ Debt / ETFs). economic trends etc.
• At least 60% or equivalent
• Clear understanding of the • Simple calculations, simple
aggregate scoring across
th th concepts of Mutual Fund. Interest, compound Interest,
academia(10 , 12 , Graduation
and first year of PG). percentages etc.

20
APPLY NOW!
Please connect with your placement
Coordinator/Officer for further details

To know more visit us at


www.hdfcfund.com

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