Wealth Specialist

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Wealth Specialist

Standard Chartered
Mumbai, Maharashtra
Apply on Glassdoor
20 hours agoFull–time
Job: Retail Banking

Primary Location: Asia-India-Mumbai

Schedule: Full-time

Employee Status: Permanent

Posting Date: 01/Sep/2022, 6:19:53 AM

Unposting Date: Ongoing

Role Responsibilities

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

STRATEGY
• 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.

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 needs.

BOTTOM LINE FOCUS
• Maximize business performance opportunity.
• Maximize AUM.

SALES AND OPERATIONAL PROCESSES
• Ensure the stringent adherence to sales and operational processes

PEOPLE MANAGEMENT
• Ensure acceptance among all stakeholders.
• Integrate into the Premium