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 creative 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/ ref
📌 Associate Director (Hyderabad)
🏢 Standard Chartered India
📍 Hyderabad
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