Certificate Program in Wealth Management

Grab a Preferred Relationship Wealth Manager Job @Edelweiss with a Annual CTC of 4.25 Lakhs + Earn up to ₹12 lacs performance-based incentives. 100% of your program fees would be reimbursed after 2 years of successful completion in the organization.

Limited seats only. Book your slot now.

Mode Of Delivery

Virtual Delivery This program includes digital learning and virtual mentor sessions from NIIT

Thankyou! For showing interest in our program.

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Date Of Birth

Total Experience

Assured job with starting CTC of INR 4.25 LPA

Earn up to ₹12 Lacs performance-based incentives

100% program fees will be reimbursed after 2 year

A Unique Biannual Appraisal Cycle

* Provisional offer letter by Edelweiss on selection and final offer on successful programme completion. Past record is no guarantee of future prospects.

** Gross CTC. This is inclusive of non-encashable loan benefits, indicative performance bonus.

# Part of this programme will be online.

Assured job with starting CTC of INR 4.25 LPA

Earn up to ₹12 Lacs performance-based incentives

100% program fees will be reimbursed after 2 year

A Unique Biannual Appraisal Cycle

* Provisional offer letter by Edelweiss on selection and final offer on successful programme completion. Past record is no guarantee of future prospects.

** Gross CTC. This is inclusive of non-encashable loan benefits, indicative performance bonus.

# Part of this programme will be online.

MORE ABOUT YOUR DREAM JOB

As a Preferred Relationship Wealth Manager, you will:

Manage Client Relationships
Analyze Portfolios and build AUM
Acquire new clients

What you'll Earn:

Attractive Annual CTC of ₹ 4.25 lacs
Performance-based incentives up to ₹12 Lacs over and above the annual CTC
A stipend of ₹5k/month during first 3 months of Virtual Training
A Stipend of ₹15k/month during the guided Internship

Programme Fee

( Excluding GST @ 18% )

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For more payment options

Wealth Management Program Advantage

Day 1 Job-readiness training

Our immersive training will make you day 1 job ready.

Industry recognized certificate in Wealth Management

A well-rounded and practical curriculum designed by industry experts with exclusive access to content & certification from IFBI – NIIT in wealth management.

Provisional offer letter before training

Any graduate who is looking for a career in wealth management can join the program and get a provisional offer letter before the training.

Learning with industry practitioners

Gain practical insights on End to End Mortgage Knowledge and Concepts, along with Techniques to sell Financial Products.

Life at Edelweiss Wealth

Work with a Dream Employer

Great work culture and benefits

Biannual Appraisal Cycle

Earn up to ₹12 lacs performance-based incentives

Work with a Dream Employer

Great work culture and benefits

Biannual Appraisal Cycle

Earn up to ₹12 lacs performance-based incentives

Eligibility

Education Qualification

2016 - 2022 Graduates/MBA can apply.

Additionally

X, XII, and Graduation should be in Regular or Correspondence mode (No other mode like Vocational, Open schooling is allowed).
For the candidates having a gap in education, only up to 2 years of academic gap is allowed after the 10th, not more than that.
Good command over the English language is a must for the role.

Eligibilty

Age Criteria

The applicant should be between 21-28 years of age at the time of admission.

Additional Criteria

Work experience: Maximum of 2 years of work-ex can apply. Candidates should have a relieving letter from the employer at the time of admission.
Mandatory documents: Academic Certificates, PAN card, AADHAAR Card, Address Proof, and Birth Date Proof.
Good communications skills is must

Be #FutureReady in 3 Easy Steps

The program consists of a simple 3-step selection process. After the submission of the application form and clearing the eligibility criteria, the students go through a screening process. Post the successful completion of which guarantees you admission in our program.

The Program Overview

The program is an initiative of EDELWEISS WEALTH in collaboration with NIIT IFBI and is a combination of virtual training and on-the-job learning, to make future-ready Wealth Management professionals. The top skills you will learn are:

Managing Client Relationships
Financial Planning & Wealth Management
Portfolio Analysis & Building AUM
Acquiring Clients

Your Path to Success

3 Months of Paid Virtual Training at Edelweiss Wealth

Our immersive training will help you brush up on your skill set in Financial planning and customer acquisition, which will definitely help you in improving your performance by 35%. Learners will undergo extensive training on Customer acquisition, financial planning and practices to get the experience and confidence to perform the role. Also, during the training you would be earning 5k/month.

3 Months of Paid Internship at Edelweiss Wealth

You will undergo 3 months of guided internship for application of the virtual learning in the real work environment at any of the Edelweiss branches. You will also earn a stipend of INR 15,000 per month during the internship

Continued Success in your dream role

After successfully completing the internship, you will receive a final offer letter from Edelweiss and will join as a Preferred Relationship Wealth Manager. This role will provide you immense opportunity to work with a variety of clients and earn great incentives.

The Program Details

This is an immersive course, which means that the learners will perform tasks of similar complexity, as they would face in the Wealth Management role. Learners will study the business environment through business newspapers, best performing MFs, bonds, stocks, and other instruments to prepare a report. Learners will be working on agile projects and will undergo extensive practice to get the experience and confidence to perform the role.

Month 1 ( Foundation)

Role clarity
Art and Science of Sales
Business communication
Customer Interaction skills
BFSI industry overview – Banks, Regulators, Capital Markets
Financial Maths

Month 2 ( Financial Planning)

Financial products - LI, GI, Health Insurance, Mutual Funds, Demat, Retail Assets, Loans
Basics of Financial Planning - Cash flow & Budgeting, Investment & Tax Planning, Risk Management
Financial Planning Process

Month 3 ( Customer Acquisition )

Month 4 to 6 ( Guided Internship)

Weekly mentoring sessions
Investment Analysis & Portfolio Management
Digital tools in Wealth Management
Asset allocation and diversification
Continuous evaluation

LEARNING METHODOLOGY

Mastery Learning

Outcome Oriented

Integrated Problem Solving

Real world problem solving

Mastery Learning

Outcome Oriented

Integrated Problem Solving

Real world problem solving

The Mentors

Vivek Chopra

Vivek is a programme mentor at IFBI and brings 18 years of BFSI industry experience. He has worked in Retail and Commercial Banking with Kotak Mahindra Bank, ICICI Bank, and American Express.

He has managed a team of RMs and the customer portfolios during his tenure as a Cluster Manager and Commercial Banking Manager. He has conducted various training programmes for SBI, KVB, HDFC Bank, Small Finance and Payments Banks, KBL, and India Post.

Vivek Chopra

Vivek is a graduate in Commerce and Hotel Management and a Masters in Business Administration.

Gayathri Anand

Gayatri Anand, BFSI trainer with an experience of 12 years in Retail Branch banking (Asset and Liabilities), Trade Finance, Corporate loans, Credit management for MSME, and mid corp.

Gayatri has been associated with IFBI for about 7 years and managed the education delivery for Pune. She has an MBA degree in HR and certification in CAIIB.

Gayathri Anand

Rich experience in Retail Branch banking (Asset and Liabilities), Trade Finance, Corporate loans, Credit management for MSME, and mid corp.

Bhawna Roherra

With over 25 years of experience in the Banking industry, Bhavna Rohera brings a vast amount of knowledge and experience into her training. She has worked with Indian Overseas Bank as well as HSBC Dubai UAE.

Senior trainer with NIIT IFBI, she has been a trainer in the BFSI sector for more than 8 years. She is a passionate, enthusiastic, adaptable team player who is always willing to learn and improve. Her goal is to make learning fun.

Bhawna Roherra

Command areas include retail banking, international banking, soft skills and Finacle software.

FAQs

Have a question? Check from our list of frequently asked questions.

Where should I reach out for any doubts or clarifications?

In case of any concerns you can r drop an email at edelweiss.info@niit.com. Don't miss to mention your name and contact details in the email.

Who should join this course?

Graduates from any stream below 28 years age (at the training start date) and work experience between 0-2 years, who are interested to have a rewarding career in the Banking & finance sector should join this course. Note that proficiency in English, spoken and written, is a pre-requisite for the program.

What is the selection process?

All eligible candidates will need to appear and clear an Online Assessment of 50 min followed by NIIT Interview. The candidates who clear both will be called for an interview with Edelweiss Wealth. The selected candidates will receive a provisional letter of intent (LOI) from Edelweiss Wealth, and can then pay the program fee to begin the training program.

What is the job role post successful completion of the program?

The student will be placed as a Preferred Relationship Wealth Manager at any of the Edelweiss Branch/Circles anywhere in India.

Where will the training happen?

The training will happen virtually on an online digital platform.

What are the pre-requisites for the program?

Eligible candidates should possess good command over the English language, and also should be interested in performing a target-oriented Sales role.

Will I receive any certificate after the program?

Upon successful completion of the program you will receive a Certificate in Wealth Management.

Will I get an Offer letter from Edelweiss or NIIT?

Edelweiss will issue a provisional letter of intent (LOI) to candidates who pass all phases of selection successfully. After the registered learners complete the 3-week training. Edelweiss will give a final offer letter for the role of a Preferred Relationship Wealth Manager. The learner should abide by the terms and conditions mentioned in the offer.

What is the total fee of this program?

Apart from the applicable application fee, the program fee is ₹125000+ GST. Refer to the Payment Options section for fee payment detail.

What all does the program fee cover?

The program fee includes 6 months of virtual immersive Training, Curriculum and Mentor Sessions.

When do I make the payment?

Once you are selected by Edelweiss in the final Interview, an LOI would be shared with you. Within 5 days of recieving the LOI you should pay the registration fee to block your seat.

What documents are required for enrolling?

Following documents are required during selection:

PAN Card, Aadhaar Card, Address Proof (Passport / Driving License / Voter’s Id)
Birth Date Proof (Passport / Driving License / Birth Certificate, School Leaving Certificate)
Academic Certificates (X, XII, Graduation all documents)
Relieving letter from your last employer will be required if you have work experience

Will NIIT refund my fee if I exit in between?

In case any selected Learner decides to not join the Course, then the Learner must inform NIIT through email to edelweiss.info@niit.com regarding his/her inability to join the batch or Course at least 24 Hrs before the batch start date. No Fee refund shall be considered once the Learner has attended the batch.

Installment 1	Rs 30,000 + GST
Installment 2	Rs 45,000+ GST
Installment 3	Rs 35,000+ GST