6. 6
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
About Us
7. 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
Our VISION is “To be the most
respected Asset Manager in the
world”
Our MISSION is “To be the
wealth creator for every Indian”
VALUES
Integrity
Trust
Collaboration
Excellence
Transparency
8. MF Industry growth in India
~60 Lakh
2013
SIP
Accounts
~6.6 crore
2023
10x Growth In 10 years
2 lakh crore
2013
Equity AUM
20 lac crore
2023
10x Growth In 10 years
4
11. Assets Under
Management(1)
₹ 5,229 bn
US$ 63 bn
61%
Equity-Oriented
₹ 3,169 bn
US$ 38 bn
39%
Non-Equity
Oriented
₹ 2,060 bn
US$ 24 bn
At a Glance
(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
Assets Under
Management(1)
₹ 5,247 bn
US$ 63 bn
55%
Equity-Oriented
₹ 2,861 bn
US$ 34 bn
45%
Non-Equity
Oriented
₹ 2,055 bn
US$ 24 bn
₹ 17 bn
PMS & SMA AUM(3)
229
Branches(2)
~99%
Pincodes serviced
across India
₹ 3,542 bn
Individual MAAUM
Quarterly Average AUM Closing AUM
7.9 mm
Unique Investors &
13.6 mm Live accounts
80k+
Distribution Partners
11
12. Financials
Source: AMFI, based on monthly average AUM
9
938
1089
1506
1656
2305
2920
3439
3191
3955
4076
4369
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
3187
3578
4155
4779
5502
7216
9308
12625 13256
13931 14240
0
2000
4000
6000
8000
10000
12000
14000
16000
Total Assets Under Management (₹ billion) Profit after Tax (₹ million)
The QAAUM for quarter ended 30th Sep 2023
was ₹ 5,247 billion
The QAAUM for quarter ended 30th Sep 2023
was ₹ 5,247 billion
13. Most Preferred Choice of Individual Investors
13
Individual Assets Market Share Unique Investors- HDFC AMC
vs MF Industry
Source: AMFI , based on monthly average AUM Source: CAMS. Note: Unique Investors as identified by PANs/PEKRNs of all unit holders & Guardians
Other
Competitors
Mutual Fund
Industry
12.6%
20%
14. Digital Initiatives
HDFC MF Online Investor App
Refresh
Business Intelligence for MFDs
Voice Search has been enabled on
the Corporate Website.
Fintech Partnerships with the
setup of an API Gateway.
End to End Digital Solution for
KYC investors: Onboard,
Transact and Interact
Co Browsing Service for Investors to
get instant help on their Digital
Queries by screen sharing with our
representatives
Transact on Call
For instant help on queries
& Outbound Calling for MFDs
Additional features on WhatsApp for MFDs
ready for launch this month
Connekt with a host of new
features for both MFDs and Our
Sales Team
14
15. What our employees have to say about us!
15
Through my tenure of 1.5 years at HDFC AMC
and I can confidently say that it has one of the
healthiest and most respectful work
environment. The seniors are my role models
who inspire the team and help us achieve our
goals. Its been a great journey so far and a
wonderful experience, working with great
people, learning new things about the market
and industry. There is tremendous opportunity
for growth in the industry as well as at HDFC
AMC.
Manoj Shekar,
Assistant Manager – Sales
(Manipal Academy of Higher
Education,
Manipal, 2021-22)
Why is HDFC AMC an Employer of Choice? Know from our employees :
I’m having a great experience working
at HDFC AMC. Everyone is co-
operative and supportive. Whenever
we are faced by problems, we solve
them like a family. I respect the
leadership for their guidance. I work
with some of the brightest and honest
people in the country. Everyday is full
of learnings for me.
Ankit Prasad Bhagat,
Management Trainee– Sales
(Birla School of Management,
Bhubaneswar, 2022-23)
16. ____________________
(1) Source: AMFI, MAAUM as of August 2023
(2) As of September 30, 2023. Includes one representative office in Dubai;
Geographic Spread
Total MAAUM (1)
by T30 and B30 cities
16
80k+ empaneled distribution partners
Network of 229 branches with 151 in B-30 cities(2)
We serve customers across ~99% of all pincodes in India
Prominent Player in B-30 Markets
18. Campus Engagement
18
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.
19. Management Trainee Program
19
CAMPUS TO CORPORATE
A structured 100 hour training designed to ensure smooth campus to corporate transition post
selection
ON THE JOB TRAINING
On the job training with cross functional exposure and a structured learning program over
a period of 5 months
PERFORMANCE SHOWCASE/ FEEDBACK
Constructive feedback on the project(s) & individuals performance would
be provided at the end of the 5 month 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
20. The Role
20
Develop and strengthen
relationships with Individual
Financial Advisors (IFAs),
National / Regional Distributors
and Banks to promote HDFC
Mutual Fund’s schemes
Share knowledge and
train channel partners /
investors by making
effective presentations
on financial planning and
products
Connect with and activate dormant
channel partners
Ensure that information and
servicing needs of the channel
partners / investors are met within
the prescribed TAT
Ensure customer
service & compliance
standards are upheld
MIS and Reporting
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.
21. 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
Accomplish
0-1 Year : Develop an understanding
of business and processes.
3-5 years : Be in-charge of a Business
Centre / small branch
Conquer
18
22. Selection Process
Application
Submission
• Pre placement PPT
• Submission of Application
• Screening & Short listing
of candidate applications
Online Assessment
• Online Aptitude
Assessment
Preliminary
Interview
• Shortlist of applicants,
• Preliminary Interview
Round
Final Selection/
Interview
• Final Interview in a
central location,
• Offer Release
STEP 1 STEP 2 STEP 3 STEP 4
19
23. Pre-requisites
Qualification
• Full time graduate (Mandatory)
• Full time 2 year Post Graduation,
with major in Finance and or
marketing.
• At least 60% or equivalent
aggregate scoring across
academia(10th, 12th, Graduation
and first year of PG).
Work Experience
• BFSI or NBFC sector especially
Mutual Fund Exposure would
be preferred
Financial Concepts
& Mutual Funds
• A well rounded understanding
of MF Industry& Financial
Markets (Equity/ Debt / ETFs).
• Clear understanding of the
concepts of Mutual Fund.
Soft Skills & Location
Mobility
• Excellent Relationship Management
skills, Excellent Communication skills
• High degree of Integrity and
reliability, Open to relocate anywhere
in India
Current Affairs &
Quantitative Ability
• Awareness of Indian and Global
economic scenario, geopolitics,
economic trends etc.
• Simple calculations, simple
Interest, compound Interest,
percentages etc.
Certifications
• Having the following
certifications will
have an added
advantage:
NISM VA, NISM XA &
NISM XB
20
24. 24
APPLY NOW!
To know more visit us at
www.hdfcfund.com
Please connect with your placement
Coordinator/Officer for further details
