Client acquisition strategy; Edelweiss Capital Ltd.

Abstract

The internship was focused on developing understanding of wealth management business and where it fits in larger Edelweiss picture. The initial part includes internal scanning through interaction and interviews of various relationship managers and understanding the current business model. Once the basic understanding of operations was there, I tried to gather competitor's data through cold calling and various other channels. The next phase was to identify the demographic pattern of HNI client and identify various areas where there density is high and also to develop road map for each customer segment. Apart from the project, we had a Bloomberg training and also interactive session with Rashesh Shah (Founder of Edelweiss Capital ).1 also developed the business model for IF A (Independent Financial Advisors) channel to acquire client and devise a revenue sharing model between edelweiss and IFA's .