Talent.com
Associate Director & Wealth Specialist

Associate Director & Wealth Specialist

ConfidentialChandigarh, India
1 day 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
    • Promoted
    • New!
    Associate Director Corporate Finance- Investment Banking

    Associate Director Corporate Finance- Investment Banking

    Deloittebaddi, himachal pradesh, in
    Deloitte is looking for Associate Director- Corporate Finance for the Delhi location, having strong experience in Investment banking. Driving end-to-end deal execution for large PE engagements.India...Show moreLast updated: 14 hours ago
    • Promoted
    • New!
    Commercial Real Estate (Assistant / Associate Director)_Pune

    Commercial Real Estate (Assistant / Associate Director)_Pune

    Acuity Knowledge Partnerspanchkula, haryana, in
    Commercial Real Estate_CRE (Assistant / Associate Director)_Pune.We are looking for a passionate, energetic individual to join our lending services division at a senior position.You will be leading ...Show moreLast updated: 14 hours ago
    • Promoted
    Assistant / Associate Professor-UX / UI

    Assistant / Associate Professor-UX / UI

    Chitkara UniversityRajpura, Punjab, India
    Chitkara Design School is a creative space where imagination meets ingenuity.With our state-of-the-art resources, professional art equipment, intensive curriculum, and creative & visionary faculty,...Show moreLast updated: 30+ days ago
    • Promoted
    Head of Quality Control

    Head of Quality Control

    Talent SutraAmbala, Haryana, India
    Our client is Pennsylvania Corporation with headquarters in Harrisburg.They offer latest technology high quality sterilizing membrane filters which are manufactured in state-of-the-art, certified I...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Associate - Strategic Partnerships

    Associate - Strategic Partnerships

    Proof-of-Skillbaddi, himachal pradesh, in
    We’re seeking a Talent Acquisition & Partnerships Associate to own the engine that fuels our growth—bringing in both candidates and companies and selling to them. This is not a traditional recruiter...Show moreLast updated: 14 hours ago
    • Promoted
    Associate Director & Wealth Specialist

    Associate Director & Wealth Specialist

    Standard Chartered BankChandigarh, 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 moreLast updated: 6 days ago
    • Promoted
    • New!
    Associate Professor

    Associate Professor

    Shoolini UniversitySolan, Himachal Pradesh, India
    Job Title : Associate / Assistant Professor, Finance / Marketing / AI & Analytics.Shoolini University, Solan (Himachal Pradesh). Shoolini Business School is growing and is looking for talented academics ...Show moreLast updated: 1 hour ago
    • Promoted
    Professor / Associate Professor / Assistant Professor- Chitkara Business School

    Professor / Associate Professor / Assistant Professor- Chitkara Business School

    Chitkara UniversityRajpura, Punjab, India
    Chitkara University is looking for Professor / Associate Professor / Assistant Professor for its Chitkara Business School. Chitkara University - Chitkara Business School Faculty Openings.Professor / Ass...Show moreLast updated: 30+ days ago
    • Promoted
    Assistant Director / Associate Director -Presentation Specialist

    Assistant Director / Associate Director -Presentation Specialist

    Acuity Knowledge Partnersbaddi, himachal pradesh, in
    Hiring for leadership role, for our Investment Banking team focused towards presentation / DTP skill.Primary tasks include to format presentations, pitchbooks, designing visually appealing slides, t...Show moreLast updated: 23 hours ago
    • Promoted
    • New!
    Associate Development

    Associate Development

    ConfidentialMohali
    Develop a national network of diverse supporters strengthening the existing network and adding new champions and donors.Create tailor-made proposals for raising funds in order to ensure effort and ...Show moreLast updated: 16 hours ago
    • Promoted
    Associate Director Strategic Sourcing

    Associate Director Strategic Sourcing

    Adalvoajit, India
    At Adalvo, we're not just a company - we're a team of passionate people driven by our mission to consistently deliver high-quality products and services to our partners.Show moreLast updated: 1 day ago
    • Promoted
    Partnership Associate

    Partnership Associate

    ConfidentialChandigarh, India
    Develop and implement B2B sales strategies to achieve organizational goals.Identify and cultivate relationships with potential corporate partners. Conduct market research to identify emerging trends...Show moreLast updated: 12 days ago
    • Promoted
    Growth & Strategy Associate

    Growth & Strategy Associate

    Magma Consultancypanchkula, haryana, in
    We’re looking for a sharp, high-energy generalist to work alongside our founders at the intersection of learning design, business growth, and operations. You’ll help shape how leading organizations ...Show moreLast updated: 1 day ago
    • Promoted
    Associate Director- Accounting

    Associate Director- Accounting

    ConfidentialChandigarh, India
    Serving thousands of enterprise customers around the world including 45% of Fortune 500 companies, Zscaler (NASDAQ : ZS) was founded in 2007 with a mission to make the cloud a safe place to do busin...Show moreLast updated: 12 days ago
    • Promoted
    Head of Department

    Head of Department

    Chitkara UniversityRajpura, Punjab, India
    The Head of the Department (Psychology) will be responsible for academic planning, faculty mentoring, research promotion, curriculum enhancement, and administrative efficiency.This leadership role ...Show moreLast updated: 2 days ago
    • Promoted
    Videographer

    Videographer

    Shoolini UniversitySolan, Himachal Pradesh, India
    Plan, shoot, and edit engaging video content for Instagram, YouTube, , and Facebook.Collaborate with university teams, faculty, students, and staff to produce reels, interviews, campus stories, stu...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Director - Advanced Analytics

    Associate Director - Advanced Analytics

    KMK Consulting Inc.baddi, himachal pradesh, in
    KMK is a global data analytics and technology consulting company empowering leaders across the Life Sciences industries to make better data-driven decisions. Our data analytics and software platform...Show moreLast updated: 30+ days ago
    • Promoted
    Placement Officer

    Placement Officer

    Tech Mahindra FoundationAmloh, Punjab, India
    Please find below the detailed Roles and Responsibilities : .Collaborate with NGOs, community leaders, educational institutions, manufacturing industries and government bodies to identify and engage ...Show moreLast updated: 1 day ago