2. Proposition
2
01 02 03 04
Job with
Edelweiss
Preferred Relationship
Wealth Manager
Indiaβs Leading Financial Company
Provisional Offer Letter at
the time of Selection
Earning Potential
βΉ15 Lakhs+
(Fixed CTC βΉ4.25
Lakhs
+ Incentives)
Start Earning from
Day 1, even when
getting trained!
(Stipend 5K p/m in 3 Mth
training; 15k p/m in 3 Mth OJT)
50% of fee reimbursed after 1 year
Get Back Fee in one year
Meet Targets and
Get Promoted
every 6 Months
3. 3
Edelweiss Private Wealth is
one of the fastest growing
Wealth Management firms in
India. Clientele include β New
Age Entrepreneurs, Business
Owners, Family Offices, CXOs
and Corporate Treasuries.
Edelweiss is 25+ years in
existence, employs ~10K
employee base in India
4. 4
NIIT is a leading Skills and Talent
Development Corporation that is
building a manpower pool for global
industry requirements.
1043
Universities
42343
Colleges
5. What Job Skills BFSI Wants
Industry-Ready Professionals Productive from Day 1-Hour 1
Personality Skills:
Assertiveness, Goal-
Focused, Flexible
Behavioural Skills: Team
work, Problem Solving, Self
Management, Self-Motivated
Industry-Specific Skills:
Customer Interfacing &
Relationship Building, Strong
Communication, etc.
Technology & Data
Management Savvy
What Do
Employers Want
8. Selection Process
Eligibility Test
AMCAT assessment
Numerical, Verbal, Series
Completion, Basic Check
AMCAT Fee: βΉ500 + GST = βΉ590/-
payable at the time of Application
Job Locations:
Pan India
Edelweiss Interview
Communication, Role clarity
Banking Basics,
Sales Readiness
10. 10
FOUNDATION
Month 1
FINANCIAL PLANNING
Month 2
Competencies Covered for Role Readiness
βͺ 3 Months Virtual Training (Stipend 5K every Month)
βͺ 3 Month On Job Training (Stipend 15K every Month)
CUSTOMER ACQUISITION
Month 3
11. Job Role
11
Preferred Relationship
Wealth Manager
Key Responsibilities
βͺ Managing Client Relationships
βͺ Portfolio Analysis & Building AUM (Asset under Management)
βͺ Acquiring Customers
Job Role
βͺ Advising Affluent & HNI clients on their Investments across a
gamut of wealth products and managing their overall financial
portfolio.
βͺ Deepening the wallet from existing clients
βͺ Procuring potential/target clients through networking, database,
market analysis and references.
βͺ Achieving financial goals
βͺ Ensure highest levels of customer service and experience to these
HNI customers.