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Wealth Relationship Manager

Wealth Relationship Manager

ConfidentialChandigarh, India
5 days ago
Job description

Job Summary

Strategy

  • Ensure that all of the above services are delivered with accuracy and warmth

Business

  • Assist in Service Delivery by ensuring timely service to customers so customer traffic is efficiently managed. Recommend workflow changes for customer service with greater efficiency and effectiveness.
  • Processes

  • General Reconciliation and Compliance Activities at their level
  • People & Talent

  • Contribute to branch performance through referrals, efficient customer service, effective operations controls
  • Risk Management

  • Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times.
  • Governance

  • Educating customers about alternate banking channels so specific transactions can be migrated to net banking, phone banking, ATMs, etc
  • Key Responsibilities

    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 : [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.
  • Serve as a Director of the Board
  • Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
  • Other Responsibilities

  • Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).
  • Skills And Experience

  • Ensure that all of the above services are delivered with accuracy and warmth
  • Assist in Service Delivery by ensuring timely service to customers so customer traffic is efficiently managed. Recommend workflow changes for customer service with greater efficiency and effectiveness.
  • Sales Referrals : where relevant, identify prospects for cross-selling from observation of customer transactions and highlight the same to sales staff
  • Contribute to branch performance through referrals, efficient customer service, effective operations controls
  • Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times.
  • Educating customers about alternate banking channels so specific transactions can be migrated to net banking, phone banking, ATMs, etc.
  • Qualifications

  • Graduate / Post Graduate
  • Anywhere between 1 - 4 years of overall experience
  • Banking knowledge
  • Understanding of front and back office processes and procedures
  • Good Interpersonal Skills
  • Strong Communication Skills
  • Team-playing ability
  • Customer and Service Orientation
  • 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

    Compliance, Banking Knowledge, Customer Service, Risk Management

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