What is Excelerate?

At Edelweiss Wealth Management we are very proud of our people. We believe in incubating a culture of discovering, nurturing and growing individuals into leaders, who would look to excel at all opportunities provided.
With this vision to cultivate excellence and accelerated growth, we take an opportunity to present you with "Excelerate" - A one of a kind program, for aspiring individuals to successfully build a career in the Wealth Management space.
With Excelerate you get an opportunity to start your career journey as a wealth manager in the Edelweiss Personal Wealth Team, while meeting your aspirations of higher education with a 1 year PG in Wealth Management & Financial Services from a reputed educational institute.

Who can apply?

  • Graduates or
    Postgraduates

  • Freshers or Experienced Professionals looking for a career in Wealth Management

  • Individuals looking for an assured job oriented program

Program Highlights

1 Year Program

6 months classroom training + 6 months on the job training

Earn while you learn

Rs 5000/- per month- Classroom training
Rs 15000/- per month + incentives* - On the job internship

Get certified

Get certified- Post Graduate in Wealth Management and Financial Services

Assured Job

Get an assured job on successful completion of training.

Institute Partners

Program Details

The Excelerate program gives individuals an opportunity to pursue a career in the wealth management domain. Upon successful completion of the program, the candidate receives an assured job and a PG in Wealth Management and Financial Services.

Eligibility

  • Graduates (Any stream)
  • Age 21- 28 years

Application Journey

Apply Registration Fee Assessment 1 (Online Test) Assessment 2 (Personal Interview) Selection Payment of fees with partner institute Enrolment in program.

How to apply?

Interested candidates can Click Here to apply. Basic personal details need to be filled, along with a registration fee.
This registration will allow candidates to access their portal on which further selection processes and activities will be communicated and conducted.

About Assessment 1 – (Online Test)

After successful registration candidates will get a mail with the test details.

The Online test will consist of the following sections: *

  • Quantitative Aptitude
  • Verbal Ability
  • Analytical/Logical Ability
  • Sales Behavioural Orientation

*Edelweiss reserves the right to modify test/ program criterion without prior intimation

About Assessment 2 - (Personal Interview)

The candidates selected in Assessment 1 will undergo a personal panel Interview with the Edelweiss Personal Wealth business team.
Candidates who clear Assessment 2 will be considered as selects for the program.
They will be given a Provisional Letter of Appointment at the time of joining the course.

Selection Criterion: What are we looking for?

Ownership & Hunger/
Drive to Achieve

Good communications
skills

Result orientation

Integrity

Learnability

Customer Focus

6+6 Model:The candidates selected for the Excelerate Program will go through a 1 year training program.

First 6 months: During the first 6 months students will undergo classroom training for with the identified institutes on topics around Wealth Management (WM) & Financial Services (For stipend & other details Click on Earn)

Next 6 months: Students will undertake on the job internships with Personal Wealth across locations PAN India. Here students will have the opportunity to have a hands-on experience & really understand role of Wealth Management. (For stipend & other details Click on Earn)

Location: The Institute campuses will be in Mumbai/Bangalore

Fees: The course fee will be Rs.3,25,000 for this program with the residential model & Rs.2,80,000 for a non-residential model. (Non -residential model available only with select partners in Mumbai)

Final Placement: Upon successful completion of the program, Candidates can be placed in any of the Personal Wealth offices across teams depending on business requirements.

(For final compensation & other details Click on Earn)

The allocation of educational institute, on job internship and Posting are at the sole discretion of Edelweiss Personal wealth.

The Excelerate program provides an excellent opportunity to earn while you learn.

  • During the 6 months of initial training, students will be paid a stipend Rs 5000/- per month.
  • During the On-the-Job Internship, the students will be paid a stipend of Rs 15000/- per month and earn additional Incentives based on performance*
    *Basis defined deliverables

The “Excelerate” program gives a great head start to the aspirants’ career.

  • Final Placement:
    Upon successful completion of the program, Candidates are given the opportunity to join Edelweiss Personal Wealth as Preferred Relationship Manager in the grade of Associate.
    Candidates can be placed in any of the Edelweiss Personal Wealth offices across the country depending on business requirements
  • Compensation:
    CTC Rs 4,50,000/- lakhs per annum + incentives upto 300% of fixed salary (Upto Rs 13.5 lacs based on performance on defined KRAs)
  • Certification:
    6 months post successful completion of the program and onboarding in the organisation the candidates will receive their certificate in : “Post Graduate in Wealth Management and Financial Services”

About the Job

A wealth manager at Edelweiss Personal Wealth is expected to deliver across these 3 broad domains.

Managing Client Relationships
Advising Clients and Building AUM
Acquiring Clients

 

The roles and responsibilities for a wealth manger will include the following:

  • Responsible for client management, enhancing and upgrading the relationships and revenue generation
  • Business development through the acquisition of high net-worth clients and / or partners
  • Identifying client needs and assessing their risk appetite
  • Profiling clients and provide financial products to meet client needs
  • Constantly look at generating leads from existing clients to acquire new clients
  • Retaining clients by providing the highest level of service
  • Providing financial planning and investment advice

Edelweiss Personal Wealth has a unique performance led accelerated growth program called ACE. ACE Program aims at creating a clear and transparent career growth plan for all Wealth Managers. We are the only company in the industry that offers a unique bi-annual appraisal cycle offering multiple opportunities for promotion and up to 4 increment cycles for an individual who is performing well in a span of just 2 years with a variable pay of upto 300% of fixed pay. This is all based on input and output led monthly KRA scorecard, which means an individual can drive his own growth!

In the ACE program every individual has an opportunity to get a salary increment every 6 months.

Selection Process

The selection will be through defined stages of selection process, which is aimed at selecting candidates who are most likely to succeed at various roles offered by Edelweiss. Edelweiss is looking for candidates with high integrity, who are dedicated towards work, with positive attitude and good communication skills.

1

Apply

2

Registration Fee

3

Assessment 1
(Online Test)

4

Assessment 2
(Personal Interview)

5

Selection

6

Payment of fees with
partner institute

7

Enrolment in Program.

Apply now

FAQ's

The upcoming/first batch of the program will begin in First week of February 

The duration of the program is 12 months comprising of 6 months full time training and 6 months of internship at any of Edelweiss branch offices.

Graduates, Postgraduates and also Fresher/ Individuals looking for a career in Edelweiss Wealth Management.

They will recieve "Post Graduate in Wealth Management & Financial Services" from a reputed educational institute after succesful completion of the course.

The program is fully residential in our Bangalore partner campus The Non -residential model is available only with select partners in Mumbai.

For the first six months, candidates will undergo classroom training for with the identified institutes on topics around Wealth Management (WM) & Financial Services.The next 6 months the candidate will undergo on job internship in Edelweiss personal wealth offices

The course fee will be 3.25 lacs for this program with the residential model & Rs.2,80,000 for a non-residential model. (Non -residential model available only with select partners in Mumbai)

During the 6 months of initial training, students will be paid a stipend Rs. 5000 per month. During the On-the-Job Internship, the students will be paid a stipend of Rs 15000 per month and earn additional Incentives based on performance.

Course comprises of modules equipping the candidates around topics of Wealth Management (WM) & Financial Services

The respective institue will help with other traning/study mediums.

The training program will be held at the reputed institues which have been alloted to the candidates.

They will not be be considered for the certification or job at Edelweiss Personal Wealth

Leave would be given only with the specific permission of the Head of Program at the institue and Program Coordinator or Edelweiss Personal Wealth HR. The same has to be in accordance to the leave guidelines laid down.

The first step is to Apply. Pay a Registration Fee online Rs. 350/- inclusive of taxes. Undergo Assessment 1 (Online Test) , if selected in this stage, the candidate will be eligible for appearing - Assessment 2 (Personal Interview). After the assessment 2 , selection communication will be shared by the Edelweiss Personal Wealth Team

Candidates are requested to carry the following documents for the interview process: Updated resume, Original education certificates (consolidated marksheets / pass certificate(s)/ degree certificates), Original PAN Card

After successful registration candidates will be redirected to a page where they can block their calendar for Online Test, which is the Assesment I containining the following:
1. Quantitative Aptitude
2. Verbal Ability
3. Analytical/Logical Ability
4. Sales Behavioural Orientation
About Assessment II – (Personal Interview)
The candidates selected in Assessment 1 will undergo a personal panel Interview with the Edelweiss Personal Wealth business team.

If the candidates fail the second assesment, they will not be seelcted for the program.

All the applicants selected will be given a Provisional Letter of Appointment at the time of joining the course at the university. A job opportunity will be offered on the successful completion of the program. (6 months Classroom & 6 months Internship).

Candidates may be placed in any of the Edelweiss branches across the country depending on the requirements that arise from time to time. Placement is solely at the discretion of the Edelweiss Wealth Management team.

The candidate will be given the opportunity to join our front-end teams as Preferred Relationship Managers in the Associate grade

CTC Rs.4,50,000 lakhs per annum + incentives upto 300% of fixed salary (Upto Rs. 13.5 lacs based on performance on defined KRAs)