Associate Director & Wealth Specialist

Standard Chartered; Ludhiana; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Standard Chartered is seeking a skilled Investment Services professional to lead and grow the business in the assigned territory. You will guide the IS strategy, collaborate with segment teams and coach Relationship Managers on a range of mutual funds and complex investment products.

The role requires a strong understanding of financial markets and the ability to drive product adoption, build internal partnerships, and optimize AUM growth across branches and channels.

Qualifications

• Minimum post-graduation required.
• AMFI certification is mandatory.
• Proven track record in distribution/referral of mutual funds and complex investment products.
• Strong understanding of financial markets and specialist investment products.

Responsibilities

• Lead and grow the Investment Services business in the allocated territory.
• Drive IS business through segment/channel teams and maintain relationships via RMs.
• Coach RMs on investment products and processes.
• Review product performance and provide inputs to customers/RMs on offerings.
• Build and deepen relationships with internal stakeholders and product providers.
• Maximize sales and AUMs from the territory and suggest innovative products.

Skills

Mutual funds distribution

Complex investment products

Portfolio management services

Structured products

Alternative investments

Education

Post-graduation

AMFI certified

Job description

To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank where customer relationships are managed by Relationship Managers. The Role of the WS will be of a product specialist engaged in offering detailed information on various third party investment products distributed./ referred by the Bank.

Key Responsibilities

Strategy

• To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank where customer relationships are managed by Relationship Managers. The Role of the WS will be of a product specialist engaged in offering detailed information on various third-party investment products distributed. / Referred by the Bank.

Business

• 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
• Optimally use the sales model and maximize sales and AUMs from the allocated territories.
• Suggest innovative products and product bundles to the product team based on market/customer needs.
• Ensure acceptance among all stakeholders.
• Integrate into the Premium Segment set up in the allocated branches.

Processes

• Ensure the stringent adherence to sales and operational processes

People & Talent

• Proven track record in distribution/ referral of mutual funds and complex investment products
• Good understanding of the dynamics of the financial services market, financial markets and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products like private equity funds, real estate funds etc

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, escalation, mitigate and resolve risk, conduct and compliance matters.

Qualifications

• Minimum Qualification should be post-graduation.
• Candidate should be AMFI certified

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 thingand 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-offincluding 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 workingoptions based around home and office locations, with flexible working patterns.
• Proactive wellbeing supportthrough 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 cultureto 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.

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