Business Planning Manager, Private Bank, India

Job ID: 43740

Location: Mumbai, IN

Area of interest: Private Banking & Wealth Management

Job type: Regular Employee

Work style: Office Working

Opening date: 10 Nov 2025

Job Summary

The job holder is responsible for assisting the India Private Banking Head . This involves working closely with the Private Bank Management Team and other stakeholders in driving the Private Bank Business.

Business

• Assist Private Head to drive the Private Bank business including tracking and Financials and other parameters.
• Assist the Private Bank head with various enablers to drive the business drivers such as contests, awards etc.
• Assist the Private Bank in Budgeting/ tracking budgets and RM performances and overview of scorecards.
• Assist Private Head to participate in various external awards.

Strategy

• Assist Private Bank Head with any presentation required with senior Management.
• Assist Private Bank head in any strategic discussions / preparations etc
• Assist Private Bank Head to ensure team implement changes to Internal Standards and Procedures in line with development in the business.
• Assist the Private Bank head with key deals in the market
• Assist Private Bank Head to ensure strict compliance of Internal procedures in line with the standards laid down as per the Quality Policy
• Assist Private Bank Head to ensure compliance of all Internal Procedures, Operational Controls and Regulatory Requirements.
• Assist Private Bank head to ensure speedy resolution of customer queries and complaints, in accordance with laid down procedures and quality standards.

Credit

• Assist Private Banking team with credit assessment of the cases that the team wishes to pursue.

Key Responsibilities

Governance

• Assist Private Head to ensure appropriate governance processes and operational risk parameters are followed in Private Banking.
• Assist Private Head to ensure compliance with the highest standards of regulatory conduct and compliance practices as defined by internal and external requirements. This includes compliance with local regulatory requirements, other applicable laws (e.g., laws governing securities activities, company law) and anti-money laundering regulations and guidelines)
• Assist Private Head to embed the Group's values and code of conduct and ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees form part of the culture

People & Talent

• Assist Private Head in embedding a high-performance culture.
• Assist Private Head in resourcing, developing, and rewarding talent to deliver business goals.
• Assist Private Head to ensure adherence to proper and professional conduct in the entity..

Key Measurables

• Ability to support Private head to develop strategy and drive execution of Private Bank Business
• Internal and external stakeholder management
• Ability to collaborate with stakeholders.
• Excel and presentation skills
• High energy levels to drive this as a key growth engine for the Private bank.

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.
• Lead the India Private Bank to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

External

• Deal with regulators – RBI, SEBI
• Investors – Mutual funds, Banks, Institutions
• External auditors
• Distribution partners / Alliances for Private Products

Internal

• Chief Executive Officer
• Value Centre General Manager / Business Heads
• Private Bank Analytics
• Human Resource
• Business Finance
• Head of Compliance
• Head of Risk
• Other Function Heads and teams

Other Responsibilities

• Embed Here for good and Group's brand and values in India/Private Banking/Affluent/ CPBB team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Skills and Experience

• Experience of 6- 8 years
• In-depth knowledge of products, services, and delivery channels available for Private Customers.
• Informed in market competition, industry practices and regulations for Private banking
• Strong analytical, problem solving, networking and financial management skills
• Good Interpersonal Skills
• Strong Verbal and Written Communication Skills
• Ability to work under pressure and meet tight deadlines.

Qualifications

• Academic or Professional Education/Qualifications – MBA
• Licenses and Certifications/accreditations – as required by role remit and responsibility
• Professional Memberships – as required by role remit and responsibility
• Bank training; i.e. mandatory & developmental – as below
• Languages – fluency in business English
• Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility
• Strong ability to develop a network of target prospects
• Proven risk management capabilities
• Firm in all business guidelines and compliance issues
• Sound knowledge of financial markets and investment products
• Outstanding communication and presentation skills

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 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
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

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 leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• 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 and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.