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Edelweiss Client Advisory Services

Edelweiss Client Advisory Services. An overview. Edelweiss Client Advisory Services. Caters to all the financial needs of our Retail clients Offers a wide range of products and services from trading and demat accounts to mutual funds, insurance and structured products Started in February 2008

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Edelweiss Client Advisory Services

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  1. Edelweiss Client Advisory Services An overview

  2. Edelweiss Client Advisory Services Caters to all the financial needs of our Retail clients Offers a wide range of products and services from trading and demat accounts to mutual funds, insurance and structured products Started in February 2008 Has shown a tremendous growth in the past 1 year Client Advisory Services Group has employed more than 150 people across India with branches in Mumbai, Delhi, Kolkata, Chennai, Chandigarh, Hyderabad, Pune, Indore, Jaipur, Nasik, Ahmadabad and Ludhiana Current business focus is on online trading

  3. Growth of Online Trading in India (All numbers in Lakhs) Key take away The percentage of Registered Accounts which use the Online Platform has increased from 28% in 2007 to 46% in 2008 Source: NSE Fact Sheet 07/08 NSDL Website

  4. www.edelweiss.in - Experience the next level of online trading • Customer Friendly Site • Exhaustive and updated data on companies in a neatly classified way. • Single destination for all financial avenues like Equity, Derivates, MFs, commodities etc. • Online platform coupled with offline services • Relevant Information Edelweiss offers research and strategies on • Your portfolio, Stocks & MFs you wish to track, Type of research & strategy • Investment horizon, Trading pattern • Empower your trades • Place your own trade calls and execute them • Comprehensive analysis of your investment objectives • Technical tools to help you evaluate and plan your investments • 24x7 access to your portfolio with multiple asset classes • Trade anytime. Trade anywhere. • Desktop application to download and work in the offline mode • www.mobile.edelweiss.in – access to portfolio and strategies while on the move • Place After market orders (AMO’s), Set Alerts on stocks & indices

  5. What do we offer?

  6. We Offer … Careers

  7. Salient features of Trainee Program Duration of 14th week NCFM Certifications Knowledge about stock markets Interaction with customers Profile:- Sales + Market Research How will a profile help? • For online trading business, customer is the most important entity • Experience in sales will help to understand the pulse of customers • Interpersonal skills will get sharpened through practical application • Knowledge that you gain through the trainee program will help you succeed in any business, that you might pursue in future • Understanding the importance and relevance of research for an investor • Gaining knowledge about Capital market.

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