1. A Reliance Capital company Developed by Team CDA Licensing Process

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

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

4. 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 token Training 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 portal IRDA Process After 12 Days Exam Slot 5-6 days in advance Send data to The Branch Hall Ticket Downl oad IRDA portal Upload Hall ticket “Y” Drive Process Hall ticket issued Results Upload IRDA Downlo ad Circulate to branch and generate License and dispatch License & ID card FLOW CHART PA L

5. A Reliance Capital company Developed by Team CDA Re-Examination Process PAL Raise the request Branc h Licensing Team Down load On Daily Upload Daily Licensing Team IRDA Portal Upload Training details in PAL 3DAYS3DAYS Registration TAT 2 Days IRDA Process Exam Slots After 10 Days Will confirm 5-6 Days Licensing Team Process Data Down load IRDA Portal Branch Licensing Team Hall tickets Download Upload Y Drive IRDA Process Print & Distribute Branch Process Results Licensing Team Circulate to branch and generate License and dispatch License & ID card

6. A Reliance Capital company Developed by Team CDA Points to Remember Education 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

7. 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.orgwww.irdaonline.org

8. A Reliance Capital company Developed by Team CDA