Edelweiss invites Independent Financial Advisors to benefit from our high service standards and a personalized approach that infuses all our product offerings.
At Edelweiss, we believe great ideas help create wealth, but it takes values to protect that wealth. Our philosophy has enabled us to foster a culture that is entrepreneurial and result-oriented.
With a strong emphasis on relationship building and focus on intellectual rigor, we strive to synchronize the finest of the rational and emotional parts of the financial business. We welcome individuals who feel that this philosophy touches a chord within them into the Edelweiss family as Independent Financial Advisors.
We have evolved a comprehensive range of services dedicated to our Independent Financial Advisors, to assist them throughout their association with Edelweiss. From the first introduction to the company and its methods, to business training, regular updates, and systems and processes that facilitate ease of conducting business: at Edelweiss, we take care of it all.
Here is a brief overview of our service offerings.
Training & Development
With Indian financial markets experiencing growth and volatility, trained and well-informed advisors are the need of the hour. Our training and development program will equip every Independent Financial Advisor with all the necessary information and strategies that they would need to service clients effectively.
We impart training as follows:
||AMFI Certification Module
||Sales Training Module
||Product Training Module
At Edelweiss, we believe every empanelled advisor is an important interface in our growing market. To help our Independent Financial Advisors serve their clientele better, a dedicated Relationship Manager will assist them at every step. These Managers will provide personalized services and all necessary product information and market guidance.
One Stop Financial Shop
A good Wealth Manager should have a vast repertoire of financial offerings for his customers to choose from. At Edelweiss, we provide access to all leading financial products and services, including Mutual Funds and IPO Distribution, Insurance Broking, Structured Products, Asset Products and Equity Broking.
One Point Brokerage
We enable our Independent Financial Advisors to track all their brokerage/commission accounts in a single statement and get brokerage/commission related queries answered at a single window. They can also maintain independent accounts of all product manufacturers, tracking their brokerage/commission payments and compile and generate consolidated reports.
Submission of MF Application Forms
We provide a single point of submission for all Mutual Fund applications. As a national distributor, we can collect and submit forms at Asset Management Companies (AMCs) / Registrars' offices.
At Edelweiss we believe that our Independent Financial Advisors should be updated with information that is useful to them for continuous marketing to their clients. That is why we regularly communicate with them via various modes and disseminate information on a timely basis.