Equities Specialist - Private Banking

Job Summary

• Engage the bank channels (CR / NRI / VRM / Pvb / BB / EB) on SCSI proposition and capabilities.
• Support them on ground with strong sales network and presence.
• Add value to SCSI proposition through channel & client feedback.
• Create a multi-purpose/product sales & distribution channel to help scale not just 3in1 acquisition, but other lines of business (FI, NDPMS).
• Expand SCSI reach to upcountry locations, covering a larger % of affluent RM's and clients across the country.
• Organise and run MIS's / dashboards for effective reviews of business health and sales monitoring.
• Spread the digital franchise through client / channel acclimatisation to our digital assets.
• Drive affluent acquisition growth & SCB RM penetration, AUM growth through inward DP transfers / NDPMS sales, and FI mobilisation through primary and secondary instruments.
• Strengthen the sales force, upskill the team, permeate the SCB ecosystem.

Key Responsibilities

Strategy
• Collaborate with Team to provide Investment Proposals and Pitch presentations for existing and new clients
• Engage the Private bank channel.
• Conducting complete data analytics over the performance, risk metrices and quantitative parameters for all investment products.
• Focus is on product suitability and appropriateness and to assist the bankers and Equity specialist in driving the business goals of the Channel partners.
• Leverage, experiment and use innovative solutions to deliver best product out come to the clients by working closely with the product for the frontline for concise and effective client conversations.
• Add value to SCSI proposition through channel & client feedback.
• Create a multi-purpose/product sales & distribution channel to help scale not just 3in1 acquisition, but other lines of business (FI, NDPMS).
• Expand SCSI reach to upcountry locations, covering a larger % of affluent RM's and clients across the country.
• Organise and run MIS's / dashboards for effective reviews of business health and sales monitoring.
• Spread the digital franchise through client / channel acclimatisation to our digital assets.
• Drive affluent acquisition growth & SCB RM penetration, AUM growth through inward DP transfers / NDPMS sales, and FI mobilisation through primary and secondary.
• Strengthen the sales force, upskill the team, permeate the SCB ecosystem.

Business
• Work with Equity specialist and RM's to provide Investment Proposals and Pitch presentations for new client acquisition & existing client.
• Meet targets in acquiring new customers & revenue in distribution products.
• Smooth on boarding of customers & increase advisory base to Scsi branches.
• Roll out targets to direct sales teams. Achieve "best in class" productivity of sales teams in order to maximize the efficiency of the sales process.
• Manage acquisition cost to budgeted levels.
• Providing sharper inputs and insights through product analysis using investment and risk metrics for existing and new product for the clients.
• Using the data analytics for providing inputs on AUM and Trail data for optimization
• Providing analytics and data cuts to the frontline teams to help add value and have effective client conversation for incremental business.
• Collaborating with the IS and Bankers for effective monitoring of products solutions provided to clients based on their investment profile and investing needs.
• Helping the frontline with smart data snippets from SCSI research team to help clients to take investment decision. Product / Investment strategy team.
• Product level data to be shared with frontline to have efficient and effective client conversation for translating into future business.

Processes
• Support the continuous improvement of processes to increase operational efficiency and effectiveness.
• Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
• Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
• Providing feedback enabling improvement in process and reducing overall TAT
• Adherence to Sales and suitability process in line with the bank's policy.

People & Talent
• Collaborate with RM's and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.

Risk Management
• Do what is right in order to avoid reputational risks and operational losses.
• Understand the risk and control environment within area of responsibility and drive rectification as required.
• Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.
• Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management

Governance
• Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture.
• Engage with all audit report findings and ensure feedback is acted upon

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.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders
• SCB Channel and JM Financial.

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

Skills and Experience

• MS-Excel PPT knowledge
• NISM - 7
• NISM - 21A

Qualifications

Education Graduate

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.