Talent.com
Associate Director & Wealth Specialist
Associate Director & Wealth SpecialistConfidential • Chandigarh, India
Associate Director & Wealth Specialist

Associate Director & Wealth Specialist

Confidential • Chandigarh, India
14 days ago
Job description

Key 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 Premium Segment set up in the allocated branches.
  • Risk Management

    Governance

    Ethical Responsibilities

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

  • Branch Managers
  • Relationship Managers
  • Clients
  • Cluster Heads - WRB
  • Qualifications

  • Education-Postgraduate from a recognised INSTT.
  • Certifications-AMFI, PMS
  • Languages-English, Hindi
  • Skills And Experience

  • Product Knowledge
  • Comm Skills
  • Relationship Management
  • 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.
  • Skills Required

    Relationship Management, Pms, Product Knowledge, Amfi

    Create a job alert for this search

    Associate Director • Chandigarh, India

    Related jobs
    Associate

    Associate

    ZoomRx • Mohali, Punjab, India
    Associate, Ferma congress (Planners Team) Remote Role, IND About ZoomRx ZoomRx is a rapidly growing market research and consulting company founded upon the belief that there is important work to b...Show more
    Last updated: 8 days ago • Promoted
    Senior Manager / Associate Director - Engineering

    Senior Manager / Associate Director - Engineering

    interface.ai • Mohali, Punjab, India
    Get To Know Us First! Who We Are At interface.Our cutting-edge Generative AI-powered platform serves over 100 banks and credit unions, delivering hyper-personalized customer interactions across voi...Show more
    Last updated: 21 days ago • Promoted
    Sales Director | Founding Member - AI Powered Global Talent Cloud

    Sales Director | Founding Member - AI Powered Global Talent Cloud

    SkillsCapital • Mohali, Punjab, India
    Are you a high-performing sales leader ready to take full ownership of revenue growth in a fast-scaling global tech startup? Do you want to be part of a founding team, build something from the grou...Show more
    Last updated: 15 days ago • Promoted
    Strategic Outreach Associate

    Strategic Outreach Associate

    Brainwave Science • Mohali, Punjab, India
    Role : Strategic Outreach Associate Location : Remote Employment Type : Full-time Start Date : Immediate About Us At Basil Health , we combine Neuroscience and AI to redefine mental wellness.Ou...Show more
    Last updated: 30+ days ago • Promoted
    Donor Relations & Partnerships Associate

    Donor Relations & Partnerships Associate

    Leap 300 • Mohali, Punjab, India
    JD : Donor Relations & Partnerships Associate Leap 300 : Non-Governmental Organisation (NGO) A high-impact sales and partnerships role for someone who thrives on building relationships, driving rene...Show more
    Last updated: 12 days ago • Promoted
    Sales Associate (remote)

    Sales Associate (remote)

    Haply, Inc. • Mohali, Punjab, India
    Remote
    Haply is growing fast and we are looking for a driven Sales Associate or Sales Executive to join our team.This is an entry to mid level role for someone who enjoys talking to people, building trust...Show more
    Last updated: 15 days ago • Promoted
    Associate Director & Wealth Specialist

    Associate Director & Wealth Specialist

    Standard Chartered Bank • Chandigarh, Chandigarh, India
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show more
    Last updated: 19 days ago • Promoted
    Associate Manager – Social Media & Strategy

    Associate Manager – Social Media & Strategy

    Taglynk • Mohali, Punjab, India
    What You’ll Do Craft and execute impactful social media strategies across Instagram, LinkedIn, YouTube, and Facebook.Dive deep into analytics to decode performance, engagement, and audience insight...Show more
    Last updated: 14 days ago • Promoted
    Senior Associate - Talent Acquisition

    Senior Associate - Talent Acquisition

    Pazago • Mohali, Punjab, India
    About Pazago Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut ...Show more
    Last updated: 21 days ago • Promoted
    Revenue Operations Associate

    Revenue Operations Associate

    Scrut Automation • Mohali, Punjab, India
    Job Title : Revenue Operations Associate About Scrut Scrut Automation is a global leader in Governance, Risk, and Compliance (GRC). Our mission is to help modern enterprises move beyond simple chec...Show more
    Last updated: 30+ days ago • Promoted
    Lead Associate Finance

    Lead Associate Finance

    Vistec Partners • Mohali, Punjab, India
    Job Title : Lead Associate Finance Location : NOIDA (Remote) Experience : 5–7 Years Salary : Up to ₹12 LPA Joining : Immediate preferred Qualification : Bachelor’s / Master’s in Finance, Accounting, o...Show more
    Last updated: 15 days ago • Promoted
    Associate Director

    Associate Director

    Knack RCM • Mohali district, India, India
    The Associate Director – Anesthesia Coding will lead and manage the anesthesia coding vertical, ensuring accuracy, compliance, operational efficiency, and strong client relationships.This leader wi...Show more
    Last updated: 6 days ago • Promoted
    Technical Director, Development & Grassroots program, Football

    Technical Director, Development & Grassroots program, Football

    Punjab FC • Mohali district, India, India
    Position Title : Technical Director, Development & Grassroots program, Football.Position Type : Regular, Full-Time.At Roundglass, our primary goal is to make a positive impact on people's lives world...Show more
    Last updated: 2 days ago • Promoted
    Associate Researcher

    Associate Researcher

    Sambodhi Research and Communications Pvt. Ltd. • Mohali, Punjab, India
    Company Description Sambodhi Research & Communications Pvt.The organization provides project management, monitoring & evaluation (M&E), and research solutions to stakeholders including governments,...Show more
    Last updated: 19 days ago • Promoted
    Director- DSW

    Director- DSW

    CHANDIGARH UNIVERSITY • Mohali district, India, India
    Provide strategic leadership and vision for student welfare initiatives and programs.Oversee counseling services, health and wellness programs, student housing, campus life activities, and grievanc...Show more
    Last updated: 14 days ago • Promoted
    Associate Account Director

    Associate Account Director

    HRipple Solutions • Mohali, Punjab, India
    Join our vibrant team as an Associate Account Director, where you’ll lead our client-servicing team, manage senior client relationships, and ensure successful delivery of innovative digital marketi...Show more
    Last updated: 4 days ago • Promoted
    Member of the Board of Advisors

    Member of the Board of Advisors

    SAPL • Mohali, Punjab, India
    Join the Board of Advisors at STEAM-IE! Are you a visionary leader passionate about revolutionizing education through technology? Do you have strong connections in the investment community, expert...Show more
    Last updated: 30+ days ago • Promoted
    Director Talent Acquisition

    Director Talent Acquisition

    TechProjects • Mohali, Punjab, India
    Company Description TechProjects is a rapidly growing System Integration (SI) and IT staffing company committed to delivering the best value for our customers' time and money.With a global presence...Show more
    Last updated: 30+ days ago • Promoted