Digital Wealth Manager

Found in: Talent IN C2 - 3 weeks ago

Mumbai, India Standard Chartered Bank Full time

Role Responsibilities

The Digital Wealth Manager position is a role in the Wealth Management team and plays a pivotal role in driving Standard Chartered Bank’s Wealth proposition and strategy. The role entails providing financial solutions to meet investment needs of SCB customers and ensure best in class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for Wealth account activation of existing bank clients along with wealth deepening. As a Digital Wealth Manager, you would be required to continuously understand the evolving customer wealth preferences, market trends and identify new opportunities for growth of your client’s portfolio. The role requires you to collaborate seamlessly across teams at SCB to offer superior service and ensure a quick turnaround time for all customer queries regarding their investment requirements. Our ideal candidate will be trusted to dive right in, take the lead, use initiative, and help build Standard Chartered Bank’s Wealth Services as a preferred choice.

Responsibilities

Expand and develop customer base by onboarding new wealth customers through phone assistance Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio Should be able to answer customer queries on choosing SCB for their investment needs & build customer trust to drive long term relationship with the bank Nurture the current customer relationships while maintaining the quality of the portfolio Ability to multi-task and work within timeliness Focused towards achieving results and meeting targets Managing client feedback effectively through continuous monitoring of call records for follow ups, activation, enhancement of portfolio Evaluate competitor strategies and use the learnings to enhance their pitch/retention/portfolio growth process to customers Thorough monitoring of accounts and ability to identify opportunities to activate/enhance customer portfolios Adherence to strict KYC/AML requirements. MIS reporting to track progress and target achievement

Strategy

Growth in Wealth Activation & Deepening

Business

Expand and develop customer base by onboarding new wealth customers through phone assistance

Processes

Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio

Regulatory & Business Conduct

Display exemplary conduct and live by the . 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 [country / business unit / function/[team] 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.

Qualifications

Training, licenses, memberships and certifications

Bachelor's/University degree or equivalent experience 

Our Ideal Candidate 

NISM /AMFI certification Core

5-7 years’ experience in relationship management or handling client calls
Knowledge of Mutual Funds & Insurance is must, FX is a plus
Prior experience of working in Investments/Wealth category 
Demonstrated ability to work well in teams and collaborate
Excellent verbal and written communication skills
Strong analytical/problem solving skills
Good with excel and MIS reporting

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