ProgramsEdelweiss in collaboration with ITM - Edutech Training Pvt. Ltd
Edelweiss is one of India's leading financial services conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies.
Our continuous and single-minded focus is on understanding customers’ needs and offering the right financial solutions. Being present in every financial life stage of a customer, helping them create, grow and protect their wealth, are our key lines of business.
The group has sizeable presence in large retail segment through its businesses such as Life Insurance, Housing Finance, Mutual Fund and Retail Financial Markets. It has an asset base of Rs. 53900 Cr, over 11,000 employees across its 475+ offices in India and abroad. Catering to over 1,200,000+ clients under various businesses in retail and wholesale segments.
Post Graduate Program in Wealth Management
Post graduate program in Financial Services is an endeavour by ITM Skills Academy in association with Edelweiss Finance to nurture Industry leaders of the future by imparting domain expertise and skill set in the field of Wealth Management. The Program focuses on balanced approach of providing Inputs of relevant knowledge, developing skills and shaping required behaviours.
Program Features
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Designation: Associate |
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1 year Program (6 months classroom training + 6 months On the job training) |
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Stipend of Rs.5,000/ - for 6 months residential training. |
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Stipend of Rs.15,000/ - for 6 months On the Job training. |
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After successful completion of the training program, candidate will be absorbed by Edelweiss as Associate with a Fixed CTC of INR 4,50,000 + Upto 300% Performance based incentives & 25000 Assured Bonus. |
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Job Location: PAN India |
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Training Location: Mumbai |
Eligibility Criteria :
If you FULFILL ALL the below mentioned criteria, you will be eligible for Selection Process.
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Age should not be more than 28 years as on training start date. |
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Education: All Graduates/MBA |
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Experience: 0-2 years |
Duration :
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1-year Program (6 months classroom training + 6 months On the job training) |
Fees of the Training Program :
To pursue this course, the interested applicant will have to invest Rs 3,25,000. This amount will cover the tuition fees, boarding, lodging for the entire course.
| Total Program Fee | |||
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| Fee component in 2020-21 |  |
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| Seat Reservation Fee(SRF) | 25,000/- | ||
| Lodging & Boarding | 1,50,000/- | ||
| Tuition Fee | 1,50,000/- | ||
| Total Fees | 3,25,000/- | ||
Fees Payback :-
20 % fee back after 1st year (After date of joining)
80% fee back after 2nd year (After date of joining)
The selection will be through a various stages of selection process, which is aimed at selecting candidates who are most likely to succeed at various roles offered by the Edelweiss. Edelweiss is looking for candidates with high integrity, who are dedicated towards work, with positive attitude and good communication skills.
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Online Registration |
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Aptitude Test |
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ITM Screening Process |
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HR Interview |
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Business Interview of Shortlisted Candidates |
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Final Selection |
Roles & Responsibilities
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Managing Client Relationships |
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Portfolio Analysis & Building AUM |
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Acquiring Clients |
Job Description
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Advising Affluent & HNI clients on their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet from existing clients |
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Manage client portfolios, keeping client plans up-to-date. Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services across asset classes. |
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Seek to establish a level of trust and confidence with the client so that any financial need can be addressed, and solutions offered. |
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Procuring potential/target clients through networking, database, market analysis and references. |
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Achieving financial goals and maintaining organization brand value. |
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Ensure highest levels of customer service and experience to these HNI customers. |
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Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investments. |