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Associate Director, Wealth Specialist

8.00 to 11.00 Years   Mumbai City   22 May, 2021
Standard Chartered Bank Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSBU Head / CEO / Director
EmploymentTypeFull-time

Job Description

*About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.To us, good performance is about much more than turning a profit. Its about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.Were committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.The Role ResponsibilitiesStrategy

  • Build the Investment Services (IS) business so as to achieve leadership position in the region.
  • Drive the Investments business through the segment/channel teams.
  • Constantly update the segment/channels on the markets and our house views.
  • Coach the RMs on the various investment products and processes.
  • Periodic review of product performance availed of by the customers through us.
  • Provide inputs to customers/RM s on products / transactions
  • Build and deepen relationships with internal stakeholders.
  • Ensure customers and the various Segments view IS as a value proposition.
  • Manage product providers at a local level.
BusinessBOTTOM LINE FOCUS
  • Maximize business performance opportunity.
  • Maximize AUM.
DISTRIBUTION MANAGEMENT
  • Optimally use the sales model and maximize sales and AUMs from the allocated territories.
PRODUCT PROPOSITION
  • Suggest innovative products and product bundles to the product team based on market/customer
ProcessesSALES AND OPERATIONAL PROCESSES
  • Ensure the stringent adherence to sales and operational processes
People and Talent PEOPLE MANAGEMENT
  • Ensure acceptance among all stakeholders.
  • Integrate into the Premium Segment set up in the allocated branches.
Governance ETHICAL RESONSIBILITIES
  • Act with integrity and honesty in all dealings with customers and be a good steward of their interests.
  • Act with integrity and honesty in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization.
  • Attain and actively maintain a level of professional competence appropriate to the responsibilities of a WS and commit to the continued learning and development of others.
Regulatory & Business Conduct
  • Display exemplary conduct and live by the Group s Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
QUALIFICATIONS:
  • Graduate/ Postgraduate from reputed university/college. 8 years plus of experience.
  • Investment professional qualifications such as CFA, CFP added advantage.
Apply now to join the Bank for those with big career ambitions.To view information on our benefits including our flexible working please visit our career pages . We welcome conversations on flexible working.,

Keyskills :
financeadvisorycompliancereportingcustomer relationsinvestment productspersonal responsibilitycfacfprmssetriskturnsalesbrandhousevisitethicsbusiness

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