Standard Chartered - Mumbai, IN
posted 4 days ago
About the position
The role involves building the Investment Services (IS) business to achieve a leadership position in the region. The candidate will drive the Investments business through segment/channel teams, constantly update them on market conditions and house views, and coach Relationship Managers (RMs) on various investment products and processes. Responsibilities also include periodic reviews of product performance, providing inputs to customers and RMs on products and transactions, and managing relationships with internal stakeholders. The candidate will ensure that customers view IS as a value proposition and manage product providers at a local level. The position requires maximizing business performance opportunities and Assets Under Management (AUM), optimizing the sales model, and suggesting innovative products to the product team based on market/customer insights. Adherence to sales and operational processes is crucial, along with ensuring acceptance among all stakeholders and integrating into the Premium Segment setup in allocated branches. Ethical responsibilities include acting with integrity and honesty in all dealings, maintaining professional competence, and ensuring compliance with laws and regulations. The candidate will also be responsible for leading and embedding the highest standards of ethics across the organization.
Responsibilities
- Build the Investment Services (IS) business 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 house views.
- Coach the RMs on various investment products and processes.
- Conduct periodic reviews of product performance availed of by customers.
- Provide inputs to customers/RMs on products/transactions.
- Build and deepen relationships with internal stakeholders.
- Ensure customers view IS as a value proposition.
- Manage product providers at a local level.
- Maximize business performance opportunity and AUM.
- Optimize the sales model and maximize sales and AUMs from allocated territories.
- Suggest innovative products and product bundles to the product team.
- Ensure adherence to sales and operational processes.
- Ensure acceptance among all stakeholders.
- Integrate into the Premium Segment setup in allocated branches.
- Act with integrity and honesty in all dealings with customers.
- Maintain a level of professional competence appropriate to responsibilities.
- Embed the highest standards of ethics and compliance with laws and regulations.
Requirements
- Post Graduate from a recognized institution.
- Certifications: AMFI, PMS.
- Product knowledge.
- Communication skills.
- Relationship management skills.
- Fluency in English and Hindi.
Benefits
- Competitive salary and benefits to support mental, physical, financial, and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance.
- Flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity leave (20 weeks), sabbatical (12 months maximum), and volunteering leave (3 days).
- Minimum global standards for annual and public holiday combined to 30 days minimum.
- Flexible working options based around home and office locations.
- Proactive wellbeing support through Unmind, a digital wellbeing platform.
- Development courses for resilience and other human skills.
- Access to physical, virtual, and digital learning opportunities.
- Inclusive and values-driven organization that embraces diversity.
