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NIIT – Opportunities
Proposition
2
01 02 03 04
Job with
Edelweiss
Preferred Relationship
Wealth Manager
India’s Leading Financial Company
Provisional Offer Letter at
the time of Selection
Earning Potential
β‚Ή15 Lakhs+
(Fixed CTC β‚Ή4.25
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
Edelweiss Private Wealth is
one of the fastest growing
Wealth Management firms in
India. Clientele include – New
Age Entrepreneurs, Business
Owners, Family Offices, CXOs
and Corporate Treasuries.
Edelweiss is 25+ years in
existence, employs ~10K
employee base in India
4
NIIT is a leading Skills and Talent
Development Corporation that is
building a manpower pool for global
industry requirements.
1043
Universities
42343
Colleges
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
Joining Hands
6
Certificate
program in
Wealth
Management
Edelweiss – NIIT has launched a 3 monthly virtual program, β€œCertificate program in
Wealth Management” with an assured job as Preferred Relationship
Wealth Manager at Edelweiss
Eligibility
Age
Max 28 years
Communication
Good English communication
Education
2016 to 2022 Graduates/ MBA
Work Experience
>0-2 years of work experience
Selection Process
Eligibility Test
AMCAT assessment
Numerical, Verbal, Series
Completion, Basic Check
AMCAT Fee: β‚Ή500 + GST = β‚Ή590/-
payable at the time of Application
Job Locations:
Pan India
Edelweiss Interview
Communication, Role clarity
Banking Basics,
Sales Readiness
9
Provisional Offer Letter
10
FOUNDATION
Month 1
FINANCIAL PLANNING
Month 2
Competencies Covered for Role Readiness
β–ͺ 3 Months Virtual Training (Stipend 5K every Month)
β–ͺ 3 Month On Job Training (Stipend 15K every Month)
CUSTOMER ACQUISITION
Month 3
Job Role
11
Preferred Relationship
Wealth Manager
Key Responsibilities
β–ͺ Managing Client Relationships
β–ͺ Portfolio Analysis & Building AUM (Asset under Management)
β–ͺ Acquiring Customers
Job Role
β–ͺ Advising Affluent & HNI clients on their Investments across a
gamut of wealth products and managing their overall financial
portfolio.
β–ͺ Deepening the wallet from existing clients
β–ͺ Procuring potential/target clients through networking, database,
market analysis and references.
β–ͺ Achieving financial goals
β–ͺ Ensure highest levels of customer service and experience to these
HNI customers.
Program Fee
12
01
Program Fee
β‚Ή125,000 + GST = β‚Ή1,47,500
02
Registration Fee
β‚Ή20,000 + GST = β‚Ή23,600
03
Installments
Installment 1: β‚Ή30,000 + GST = β‚Ή35,400
Installment 2: β‚Ή40,000 + GST = β‚Ή47,200
Installment 3: β‚Ή35,000 + GST = β‚Ή41,300
β–ͺ Loan Amount β‚Ή1,35,700/- (β‚Ή 1,15,000 +GST)
β–ͺ 6 months Moratorium pay β‚Ή2.5-3K/- month
β–ͺ 12 Months EMI β‚Ή12K
β–ͺ No pre payment charges
SELF PAID NBFC Funded
02
Registration Fee
β‚Ή10,000 + GST = β‚Ή11,800
Salary Break-up
13
Particulars Annual in INR Monthly in INR
Basic Salary 222,747 18,562
House Rent Allowance 111,374 9,281
Special Allowance 44,549 3,712
Statutory Bonus 12,600 1,050
Employer's ESIC Contribution - -
Employer's PF Contribution 26,730 2,227
Effective Annual / Monthly Salary [A] 418,000 34,832
LTA - -
Telephone - -
Car - -
Total Reimbursments [B] - -
Total Fixed Compensation [A+B] 418,000 34,832
Mediclaim Benefit ** [C] 7,000 -
Total Annual / Monthly CTC [A+B+C] 425,000 34,832
Thank You

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Wealth Management Programme - PPT SP (1).pdf

  • 2. Proposition 2 01 02 03 04 Job with Edelweiss Preferred Relationship Wealth Manager India’s Leading Financial Company Provisional Offer Letter at the time of Selection Earning Potential β‚Ή15 Lakhs+ (Fixed CTC β‚Ή4.25 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 – 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
  • 6. Joining Hands 6 Certificate program in Wealth Management Edelweiss – NIIT has launched a 3 monthly virtual program, β€œCertificate program in Wealth Management” with an assured job as Preferred Relationship Wealth Manager at Edelweiss
  • 7. Eligibility Age Max 28 years Communication Good English communication Education 2016 to 2022 Graduates/ MBA Work Experience >0-2 years of work experience
  • 8. Selection Process Eligibility Test AMCAT assessment Numerical, Verbal, Series Completion, Basic Check AMCAT Fee: β‚Ή500 + GST = β‚Ή590/- 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 β–ͺ 3 Months Virtual Training (Stipend 5K every Month) β–ͺ 3 Month On Job Training (Stipend 15K every Month) CUSTOMER ACQUISITION Month 3
  • 11. Job Role 11 Preferred Relationship Wealth Manager Key Responsibilities β–ͺ Managing Client Relationships β–ͺ Portfolio Analysis & Building AUM (Asset under Management) β–ͺ Acquiring Customers Job Role β–ͺ Advising Affluent & HNI clients on their Investments across a gamut of wealth products and managing their overall financial portfolio. β–ͺ Deepening the wallet from existing clients β–ͺ Procuring potential/target clients through networking, database, market analysis and references. β–ͺ Achieving financial goals β–ͺ Ensure highest levels of customer service and experience to these HNI customers.
  • 12. Program Fee 12 01 Program Fee β‚Ή125,000 + GST = β‚Ή1,47,500 02 Registration Fee β‚Ή20,000 + GST = β‚Ή23,600 03 Installments Installment 1: β‚Ή30,000 + GST = β‚Ή35,400 Installment 2: β‚Ή40,000 + GST = β‚Ή47,200 Installment 3: β‚Ή35,000 + GST = β‚Ή41,300 β–ͺ Loan Amount β‚Ή1,35,700/- (β‚Ή 1,15,000 +GST) β–ͺ 6 months Moratorium pay β‚Ή2.5-3K/- month β–ͺ 12 Months EMI β‚Ή12K β–ͺ No pre payment charges SELF PAID NBFC Funded 02 Registration Fee β‚Ή10,000 + GST = β‚Ή11,800
  • 13. Salary Break-up 13 Particulars Annual in INR Monthly in INR Basic Salary 222,747 18,562 House Rent Allowance 111,374 9,281 Special Allowance 44,549 3,712 Statutory Bonus 12,600 1,050 Employer's ESIC Contribution - - Employer's PF Contribution 26,730 2,227 Effective Annual / Monthly Salary [A] 418,000 34,832 LTA - - Telephone - - Car - - Total Reimbursments [B] - - Total Fixed Compensation [A+B] 418,000 34,832 Mediclaim Benefit ** [C] 7,000 - Total Annual / Monthly CTC [A+B+C] 425,000 34,832