Requisition Number 47679 Job Location Kolkata IND Work Type Office Working Employment Type Permanent Posting Start Date 28 01 2026 Posting End Date 11 02 2026 Job Summary Strategy Building the Private Bank Wealth business to achieve leadership position in the region Implementation of a business sales model that will be profitable in the long-term Building the regional sales strategy Manage AMCs at a local level Build and deepen relationships with internal stakeholders Ensure customers view WM as a complete value proposition with Product specialization as a USP Business Suggest innovative products and product bundles to the product team based on market customer needs to Private Banking clients Maximize business performance opportunity Manage all direct costs Ensure the implementation of appropriate systems and operational processes Accurate submission of MIS Building a performance-oriented culture in the team Instil a sense of belonging and team-work Key Responsibilities 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 protected 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 PvB 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 workplace 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 PvB Cluster Head - East Region Other Responsibilities Embed Here for good and Group s brand and values in Wealth Solutions India Perform other responsibilities assigned under Group Country Business or Functional policies and procedures Multiple functions double hats Skills and Experience Investment Counselling Market Knowledge Mutual Fund PMS AIF Qualifications NISM-Series-V-A Mutual Fund Distributors Certification Examination NISM-Series-XXI-A Portfolio Management Services PMS Distributors Certification Managed Investments PMS Wealth 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

📌 Investment Specialist, Pvb (West Bengal)
🏢 Standard Chartered Bank
📍 West Bengal