Role & Responsibility Post Graduate Program in KEY RESPONSIBILITIES: (PGPFS) l 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 with specialization in l Manage client portfolios, keeping client plans up to date l Analyze client portfolios and make necessary suggestions. This includes comprehensive Wealth financial planning and asset allocation and accordingly advising clients on investment products and services across asset classes Management l Seek to establish a level of trust and confidence with the client so that any financial need can be addressed, and solutions offered l Procuring the potential/target clients through networking, database, market analysis and references l Achieving financial goals and maintaining organization brand value l Ensure highest levels of customer service and experience to these HNI customers l Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investments

Career Growth at Edelweiss Wealth Management

Level 1 Level 2 Level 5 Level 3 Level 4 (Junior (Junior (Assistant (Associate) (Associate) Associate) Associate) Manager) 12 months 18 months 0 months 6 months 24 months

1991 ITM Skills Academy

ITM Skills Academy D/222, ITM College-IHM, Near Bafna Motors, LP Road, Nerul, Navi – 400 706. Tel: +91 22 4914 4247 | Toll free no: 1800 102 8020 | Web: www.itm.edu/ISA For further details, Contact no.: in association with 1991 Mob.: +91 84510 00528 | +91 74000 50178 | +91 88280 07422 Email: [email protected] | [email protected] | [email protected] ITM Skills Academy About ITM Skills Academy POST GRADUATE PROGRAM IN ITM Skills Academy (ISA), founded in 2013 with Training Partner which has successfully sourced path-breaking partnership with ICICI Bank to and trained over 30000+ candidates who are train their front-line sales officers and since then working with our various clients. ITM Skills FINANCIAL SERVICES ISA has witness tremendous growth, ISA is Academy is also a NSDC accredited training partner. working on a unique Source - Train - Deploy The Next Generation Career Track: Specialized Training + Placement model wherein ISA provides skilled resources Our Skills Academy is currently operational to its partners by hiring - training - deploying in Mumbai, Vadodara, Raipur, Warangal, 1st Year: Training 2nd Year: Placements the candidate strictly as per the specs required Bengaluru, Chennai, Warangal & Noida with fully by the partner, ISA focusses on Imparting residential installed capacity to train 1500 competency based learning to the candidate candidates on a monthly basis. We are working 6 Months Residential 6 months Full time job at edelweiss with Annual Fixed with defined outcome, it aims to churn trained for our various clients like ICICI Bank, HDFC Classroom Training On the Job training CTC Rs. 4,00,000 + 25,000 (Assured Bonus) job ready candidates for its partners. Bank, , Titan Eye, Raymond (Stipend Rs.5000/- pm) (Stipend Rs.15000/- pm) + upto 300% performance based incentives Retail, ING now Kotak, Religare Finvest, Aditya Since its Inception, ITM Skills Academy is Birla Financial Services, DHFL, , actively working as Industry linked Recruitment & Bajaj Capital, Kotak Securities to name a few. Return on Investment: Candidate earns Rs.1.2 lac as Stipend during the program

About Edelweiss Program Description Eligibility The Edelweiss Group, which is one of India’s leading diversified financial services company providing a Post Graduate Program in Financial Services is an l Qualification: All Graduates broad range of financial products and services to a substantial and diversified client base that includes endeavour by ITM Skills Academy in association with (Including Engineers and MBA) corporations, institutions and individuals. Edelweiss’s products and services span multiple asset classes and Edelweiss to nurture industry leaders of the future by l Age: Min 20 years Max 28 years consumer segments across domestic and global geographies. imparting domain expertise and skill set in the field of l Experience: 0 to 2 years Wealth Management. The Program focuses on balanced The group has sizeable presence in large retail segment through its businesses such as Life Insurance, approach of providing inputs of relevant knowledge, Duration Housing Finance, and Retail Financial Markets. It has an asset base of Rs. 53900 Cr, over 11,000 developing skills and shaping required behaviours. employees across its 475+ offices in India and abroad. Catering to over 1,200,000+ clients under various l 1st year businesses in retail and wholesale segments. (6 month classroom training + Program Features 6 month internship with Edelweiss)

l Quarterly Paid Incentives l 2nd year

l Bi-annual Performance Based Appraisal (Employment with Edelweiss) About Edelweiss Wealth Management l Job Location: PAN India l Training Location: Mumbai Investment Edelweiss Wealth Management is dedicated be self-driven and taking on additional responsibility. l Designation: Wealth Manager l Rs. 3,20,000/- (Inclusive of all applicable taxes) to building long term relationships with clients and empowering them to gain from market We recognize and nurture talent. Learning is opportunities. Our approach is to understand embedded in our DNA and has been a constant Selection Process the financial needs of customers and recommend feature of the Edelweiss culture. Working with investment options in a super simple manner. Edelweiss means constantly challenging your own capabilities to reach newer heights. Edelweiss Business The firm’s culture promotes entrepreneurial and considers itself as a “young” organization and ITM Online Aptitude HR Interview of FINAL Screening results-driven approach while teamwork and defines young as hungry for growth and driving Test INTERVIEW Shortlisted Registration Process SELECTION intellectual rigour are an integral part of one’s that hunger through innovation and creativity - Candidates performance. We encourage members to display our core values. higher levels of initiative, hunger for learning,