Associate Director- Sr Wealth Specialist

2 months ago

New Delhi, India Standard Chartered Bank Full time

RESPONSIBILITIES

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.

Business

BOTTOM 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

Processes

SALES AND OPERATIONAL PROCESSES

Ensure the stringent adherence to sales and operational processes

People & Talent 

PEOPLE MANAGEMENT

Ensure acceptance among all stakeholders. Integrate into the Affluent 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. Lead to achieve the outcomes set out in the Bank’s Conduct Principles Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

Affluent Teams

Other Responsibilities

Embed Here for good and Group’s brand and values ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Our Ideal Candidate

NISM VA, NISM XXI Certification

Role Specific Technical Competencies

Equity & Fixed Income Market Knowledge Alternates Knowledge Client Engagement

  • Associate Director- Sr Wealth Specialist

    2 months ago

    new delhi, India Standard Chartered Bank Full time

    RESPONSIBILITIES 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...

  • Private Wealth Management Specialist

    24 hours ago

    New Delhi, India Reliable Allied Services Full time

    The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs....

  • Urgent Opening

    5 days ago

    New Delhi, India Bajaj Capital Ltd Full time

    Role & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...

  • Sr IT Security Specialist

    2 days ago

    new delhi, India Quest Diagnostics Full time

    Title: IT Security Sr. Specialist II Third Party Risk ManagementLocation: HyderabadShift Timings: 1.00 PM to 10.00 PM ISTHybrid Model: 3 Days Onsite & 2 Days RemoteQuest Diagnostics Third-Party Vendor Risk Management Program performs the critical function of assessing the risks of new and existing vendors. The IT Security Sr. Specialist II will be...

  • Associate, Sr. Associate

    1 month ago

    delhi, India Antal International Full time

    Job Description Associate / Sr. Associate Check Your Resume for Match Upload your resume and our tool will compare it to the requirements for this job like recruiters do.

  • Associate Director

    10 hours ago

    delhi, India Peoplefy Full time

    Hi All,Greetings of the Day!Urgently looking for an Associate Director – Mechanical (MEP) with core experience in MEP, Mechanical Design. The ideal candidate should have experience working experience in MEP – Mechanical Design – Commercial/Residential/High Rise projects.The details of the roles are as below:Job Description:Experienced technical and...

  • Wealth Manager

    1 week ago

    Delhi, India Waytogo Consultants Full time

    - Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.- Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.- Ensure quality of sourcing by acquiring Potential ULTRA Clients.- Acquiring and managing both business,...

  • Wealth Manager

    7 days ago

    delhi, India GA Capital Management Private Limited Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

  • Wealth Manager

    7 days ago

    Delhi, India GA Capital Management Private Limited Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

  • Sales Specialist

    7 days ago

    New Delhi, India myDiksha Full time

    Career in Sales in Wealth Mangement & Financial Planning ServicesInterested in building up a career as a Wealth Management Specialist in the BFSI sector??Bajaj Capital Ltd , a leading NBFC ,has arequirement of Sales Officers- Wealth Managementon pan India basis.Those applicants who areinterested in a career in sales in BFS I segment should only apply.This...

  • Associate Director

    4 weeks ago

    delhi, India BDO in India Full time

    Carrying out research and analysis of matters related to auditing standards, Companies Act 2013 etc.Advising the audit team and partners PAN India on complex auditing matters, reviewing Engagement terms, resignation letters etc.Analysis of new developments in professional standards, regulatory and legal requirements and guiding the audit teamsConducting...

  • Associate Director- Livelihood

    2 months ago

    new delhi, India Arthan Full time

    Associate Programme Director Livelihood & Entrepreneurship Description The organization has been promoting inclusive entrepreneurship a phenomenon characterised by systemic change that enables under-represented groups such as youth and women to access entrepreneurship opportunities, thereby leading to social inclusion, quality employment, and sustainable...

  • Associate Director- Livelihood

    2 months ago

    New Delhi, India Arthan Full time

    Associate Programme Director Livelihood & EntrepreneurshipDescriptionThe organization has been promoting inclusive entrepreneurship a phenomenon characterised by systemic change that enables under-represented groups such as youth and women to access entrepreneurship opportunities, thereby leading to social inclusion, quality employment, and sustainable...

  • Sales Specialist

    2 days ago

    New Delhi, India myDiksha Full time

    Career in Sales in Wealth Management & Financial Planning ServicesInterested in building up a career as a Wealth Management Specialist in the BFSI sector??Bajaj Capital Ltd , a leading NBFC ,has a requirement of Sales Officers- Wealth Management on pan India basis.Those applicants who are interested in a career in sales in BFSI segment should only apply.This...

  • Sales Specialist

    2 days ago

    new delhi, India myDiksha Full time

    Career in Sales in Wealth Management & Financial Planning Services Interested in building up a career as a Wealth Management Specialist in the BFSI sector?? Bajaj Capital Ltd , a leading NBFC ,has a requirement of Sales Officers- Wealth Management on pan India basis. Those applicants who are interested in a career in sales in BFS I segment should only...

  • Sales Specialist

    1 week ago

    New Delhi, India myDiksha Full time

    Career in Sales in Wealth Mangement & Financial Planning ServicesInterested in building up a career as a Wealth Management Specialist in the BFSI sector??Bajaj Capital Ltd , a leading NBFC ,has a requirement of Sales Officers- Wealth Management on pan India basis.Those applicants who are interested in a career in sales in BFSI segment should only apply.This...

  • Sales Specialist

    1 week ago

    new delhi, India myDiksha Full time

    Career in Sales in Wealth Mangement & Financial Planning Services Interested in building up a career as a Wealth Management Specialist in the BFSI sector?? Bajaj Capital Ltd , a leading NBFC ,has a requirement of Sales Officers- Wealth Management on pan India basis. Those applicants who are interested in a career in sales in BFS I segment should only...

  • Sales Specialist

    1 week ago

    New Delhi, India myDiksha Full time

    Career in Sales in Wealth Mangement & Financial Planning ServicesInterested in building up a career as a Wealth Management Specialist in the BFSI sector??Bajaj Capital Ltd , a leading NBFC ,has a requirement of Sales Officers- Wealth Management on pan India basis.Those applicants who are interested in a career in sales in BFSI segment should only apply.This...

  • Urgent Opening

    5 days ago

    Delhi, India Bajaj Capital Ltd Full time

    Role & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...

  • Lead Trainer

    2 weeks ago

    delhi, India Genpact Full time

    We are actively seeking experienced professionals in the wealth and/or retirement domain with expertise in knowledge transition to join our team as a Training Leader/Manager/Sr Manager. This role is based in Pune & Bangalore. The position involves working in a hybrid model with US shifts and is a client-facing role.Responsibilities:1. Develop and implement...