Key Responsibilities

Strategy

The primary role will be to act as an interface with Standard Chartered Private Bank clients for his trading and execution needs and aimed at addressing their equity and related needs. The role is to execute orders on the registered Stock Exchanges on behalf of the company’s customers while ensuring ease of transaction and adherence to policy guidelines.
Also, it entails close interaction with the Private Bank team.
Contribute to strategy design by providing relevant insights and market information.
Support the execution of the strategy by leading and participating in key projects.

Business

Maintaining a positive rapport with the customer.
Receive and place orders in the trading system ensuring adherence to customer authentication norms.
Strive for a 100% error free record of dealing.
Adhere in letter and spirit to the Do’s and Don’ts for dealers rolled out by the compliance dept.
Attend to customer queries and complaints in a professional manner and in accordance with the policy on complaint management.




Generate revenue from customers through constant interaction and information dissemination of the markets and house views.
Work closely with the Broking Head on sales strategy and improvement of quality and service standards.
Cross-sell or pass leads for customer’s ancillary requirements.
Maintain customer data confidentiality.
Maintain a professional atmosphere in the dealing room.
Handle all the responsibilities including compliance, risk, administration and customer complaints of the branch/es.
Manage region’s profitability.

Processes

Awareness of all policies and procedures issued from time to time
Make sure trades are executed in an accurate and timely manner.
Achieve good client outcomes through proper client profiling to identify client needs and provide corresponding investment solutions.

People & Talent

Foster teamwork and collaboration at all levels of the firm.
Spend time enhancing initiatives and securing mandatory certi

📌 Senior Relationship Manager (Mumbai)
🏢 Standard Chartered India
📍 Mumbai