EDELWEISS CAPITAL SUMMER INTERNSHIP REPORT:

Edelweiss Capital in a Mumbai based financial services company .They provides investment banking, institutional equities, private client broking, asset management, wealth management, insurance broking and wholesale financing services to corporate, institutional and high net worth individual clients. It operates from 43 other offices in 19 Indian cities. Financial services Industries are conscious of the relative costs of acquiring new customers. As top management emphasizes on delivering results, most services resort to customer grabbing, rather that customer cultivation and creation, with the result that customer churn is the call of the day. Incidentally, financial services s are fully aware that losing the existing customer and acquiring new customers is an expensive affair. Moreover, it acts as a drain on the existing resources of the Investment services , which can be better employed for growth initiatives. Therefore, the challenge for the services is to retain and deepen the profitability of the existing customer relationships, which is borne out by Edelweiss Capital.

Profile: HN1 Client relationship management Generate new business to achieve defined sales targets Analyse, understand customers 360 degree financial needs & fulfill with appropriate products. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics. Present the face of the Bank to the High Net Worth customer

Industry: Banking, Financial Services, Broking Functional Area: Banking, Insurance Role Category: Mutual Funds/ Fund Magnet/ Asset Management Role: Sales Executive/ Investment Advisor Keyskills: Client Aquisiton, Wealth Management, investment management,