Spl'st, Investment Advisory

2 weeks ago

Kochi, India Standard Chartered Full time

**Job**: Private Banking & Wealth Management

**Primary Location**: Asia-India-Cochin

**Schedule**: Full-time

**Employee Status**: Permanent

**Posting Date**: 26/Mar/2024, 12:31:03 AM

**Unposting Date**: Ongoing

**The Role Responsibilities**

To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank where customer relationships are managed by Relationship Managers. The Role of the WS will be of a product specialist engaged in offering detailed information on various third party investment products distributed./ referred by the Bank.

**Strategy**
- To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank where customer relationships are managed by Relationship Managers. The Role of the WS will be of a product specialist engaged in offering detailed information on various third party investment products distributed./ referred by the Bank.

**Business**
- 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
- Optimally use the sales model and maximize sales and AUMs from the allocated territories.
- Suggest innovative products and product bundles to the product team based on market/customer needs.
- Ensure acceptance among all stakeholders.
- Integrate into the Premium Segment set up in the allocated branches.

**Processes**
- Ensure the stringent adherence to sales and operational processes

**People & Talent**
- Proven track record in distribution/ referral of mutual funds and complex investment products
- Good understanding of the dynamics of the financial services market, financial markets and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products like private equity funds, real estate funds etc.

**Key Stakeholders**
- CR Team
- Minimum Qualification should be post graduation.

**Role Specific Technical Competencies**
- Market Knowledge
- Excel Skills

**About Standard Chartered**

We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

- **Do the right thing** and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- **Never settle,** continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- **Be better together,** we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

**In line with our Fair Pay Charter,** we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- **Core bank funding for retirement savings, medical and life insurance,** with flexible and voluntary benefits available in some locations
- **Time-off** including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
- **Proactive wellbeing support** through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- **A continuous learning culture** to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
- **Being part of an inclusive a

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