Nuvama Group (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr.The business serves close to a million customers.
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Start with Nuvama Wealth
Assured Job as an Privileged / Sr Privileged Relationship Manager
Post Graduate Program in Wealth Management
Starting Salary of Rs. 7 to 9 LPA**
Earn-While-You-Learn
Earning Potential ~ Rs 1.45 Lakh during Program
- Get Stipend of Rs. 25,000 per month during 1 month of Online training
- Earn Rs. 40,000 per month during 3 months of On the Job Training @ Nuvama Wealth
- Salary starts after completion of On the Job Training.
- Loan available from NBFC at attractive interest rates
Program Fee
Rs. ( Excluding GST @ 18% )
For more payment options
Program Details
Program Structure
1 month Online Instructor Led Training - Rs. 25,000/month Stipend
- Art and Science of Sales
- Business communication
- BFSI industry overview – Banks, Regulators, Capital Markets
- Financial products - LI, GI, Health Insurance, Mutual Funds, Demat, Retail Assets, Loans
- Financial Planning Process
- Customer Acquisition-Customer persona-based
- Weekly mentoring sessions
- Digital tools in Wealth Management
- Asset allocation and diversification
- Financial Maths
3 months On the Job Training @ Nuvama Wealth - Rs 40,000/month Stipend
- Nuvama Wealth Products & Processes
- Team support
- Real Time Customer meetings
- Mock sessions
- Mentoring by seniors
- Business Goals to help align to business expectations
Career Path
Eligibility Criteria
Qualification:
Graduates or Post Graduates from any stream with 50% and above OR aggregate of 50% and above in all years of Graduation.
Work Experience:
- Should have at least 2 years of experience handling sales profile.
- Good relationship management and service focus skills
- Good communication and presentation skills
- Stock Market knowledge is mandatory.
NOTE:
Shortlisting at any stage during the application or selection process will be done basis Nuvama Wealth criteria. The student's education qualifications and background will be verified by the Nuvama Wealth through an external agency. The details provided by the student at the time of application/selection need to be authentic which are subject to verification. Once the Agency confirms the authenticity of these details only then the candidate will be considered for further process of selection/ employment in the Nuvama Wealth. At the time of joining the Nuvama Wealth, the candidate will have to submit a “self declaration” medical fitness form.
Address Proof/Identity Proof/Signature Proof
Passport
Driving License
Voters Identity Card
NREGA Card
Updated Resume (CV)
Birth Date Proof (Any 1 document)
Passport
Driving License
Birth Certificate
School Leaving Certificate
SSC/HSC Certificate
Election Card/Voter Card
ID Required
PAN Card (Mandatory)
Aadhaar Card issued by UIDAI (Mandatory)
Academic Certificates (All Original Documents)
10th SSC & 12th HSC Mark sheets
Graduation Certificate.
Experience Certificate
Requisite proof of experience and Relieving letter from your last employers will be required as proof of Experience .
STEP 1:
Register yourself by completing your online application form on this site. Please note, your application will be considered for further processing only when it is completed, including the payment of application fee. This application fee is for the purpose of the assessments and does not guarantee selection for the Wealth Management Program or Employment with Nuvama Wealth.
STEP 2:
The selection process consists of 3 stages:
- Online Assessments (Proctored)
- NIIT Panel Interview (Online)
- Nuvama Wealth Interview (Online)
STEP 3:
The selected candidates will be issued Provisional Letter of Intent(LOI) by Nuvama Wealth. On completion of the admission formalities, the selected candidates shall be enrolled for the program.
Selection Process
Learning Outcomes
Role Clarity
Knowledge and Toolset
Grooming & Communication
Customer Service
Deepen Customer Relationships
Program Mentors
Bhawna Roherra
Command areas include retail banking, international banking, soft skills and Finacle software.
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.
Gayathri Anand
Rich experience in Retail Branch banking (Asset and Liabilities), Trade Finance, Corporate loans, Credit management for MSME, and mid corp.
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.
Vivek Chopra
Vivek is a graduate in Commerce and Hotel Management and a Masters in Business Administration.
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.
The NIIT IFBI Advantage
In case of any concerns you can drop an email at info.nuvama@niit.com or call us at 1800 889 6263
Graduates having more than 50% in any stream, max 30 years (at the training start date) and work experience between >2 <=4years, who are interested to have a rewarding career in the Wealth Management sector should join this course. Note that proficiency in English, spoken and written, is a pre-requisite for the programme.
Candidates shall need to appear and clear an Online Assessment, NIIT Interview and Nuvama Wealth Interview. The candidates who clear all these rounds will be eligible to join the programme.
It is 1 month Online Instructor Led Training.
Eligible candidates should possess good communication skills and have a good command over the English language, both written and spoken and with 2 to 4 years of work experience. Stock Market knowledge is mandatory
Post Graduate Program in Wealth Management certificate issued by NIIT Limited.
Nuvama Wealth will issue the student with a provisional Letter of Intent that will stand confirmed once the student completes all phases of the training successfully. The student has to be abiding by all the terms & conditions mentioned in the Letter of Intent.
The total fee for the programme is Rs. 95,000 + 18% GST (Rs. 1,12,100/-) . There is Loan available from the NBFC, program fee minus the Admission fee.
The program fee includes 1 month of Online Training by NIIT + 3 months of guided On Job Training at Nuvama Wealth. During the online training, the student will earn a stipend of Rs. 25,000 per month, during 3 months of on-the-job training with stipend of Rs.40,000 per month.
Once you are selected after clearing online assessment, you will have to pay an Registration Fee of Rs. 10,000+ Taxes (Rs 11,800). The balance amount will have to be paid before the commencement of training, which can be self-financed or via the loan option provided by NBFC.
Following Documents are required during selection:
Updated Resume (CV)
Address Proof/Identity Proof/Signature Proof (PAN card, Aadhar Card, Passport / Driving License/Voter’s Id)
Birth Date Proof (Passport / Driving License / Birth Certificate, School Leaving Certificate)
Academic Certificates (X, XII, Graduation all documents)
Experience letter and Relieving letter from your last employer will be required .
Once the Program starts fee is not refundable. If you wish to leave before the program commencement, then the fee paid is refundable.
The Excelerate Wealth Manager Program is an initiative by Nuvama Wealth – NIIT IFBI Academy of Relationship and Wealth Management focused on building talent at Nuvama Wealth and aims to create next-generation Privileged & Senior Privileged Relationship Managers basis work Experience.
No, the programme requires you to have completed graduation, should have at least 2 years of experience handling sales profile .
No, this is a full time program and you are required not to be in employment while undergoing this program and at the time of joining this program, you are required to submit Experience letters and Relieving letters from your previous employers.
EMI will start only after moratorium period ends which is generally 3 months from the date of disbursement of the loan. More details will be shared in your loan approval letter.
The student will be placed as a Privileged / Sr. Privileged Relationship Manager at Nuvama Wealth. The role of a Wealth Relationship Manager has to cater to investment needs of clients by providing them research-based advice in Equity, MF, Insurance, PMS & other products. Achieve business targets, Increase Client's wallet share. Identify and acquire new clients.
Yes, you will under go 3 months of On the Job Training with a stipend of Rs. 40,000/ Month.
- Posting allocation during OJT (final posting) would solely depend upon business requirements of the Nuvama Wealth and vacancies available at that time.
- The above is applicable for all Wealth Relationship Managers across any role / vertical
Yes, you will receive Rs 25,000/- per month during first 1 month of online training, Rs 40,000/- per month for 3 months of OJT , onwards you will receive your salary.
The annual CTC is between 2-4 years of work experience is Rs 7 - 9 Lakhs. Growth in fixed CTC twice in a year with attractive Performance based incentives.
