Job Summary

Individuals have implied authority to do what is necessary in carrying out their Responsibilities below, subject to the requirements of the Sources of Authority Framework including compliance with the Group Delegated Authorities Manual (including Financial authorities, Power of Attorney Policy and Group Authorised Signature Book). Including individuals’ authorities derived from Committees.

Key Responsibilities

Strategy

Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients.

Business

Accountable for the performance of individual’s and the cluster’s client book.
Develop and implement the business/sales plans for the cluster, including individual’s own book.
Deliver NNM, AUM, and revenue growth targets and key operating metrics for the cluster (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).
Generate healthy pipeline of target market prospects and convert them into clients.
Grow client portfolio size by deepening existing customer relationships.




Implement an asset allocation in line with client needs, and model portfolios as benchmarks.
Deliver, monitor and review solutions to clients based on client investment profile.
Conduct periodic reviews of client accounts in accordance with established procedures.
Deliver profitable growth by controlling costs and mitigating operational losses.
Deliver positive client performance in line with client investment profiles.

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.
Ensure sales management, suitability and onboarding processes are applied appropriately.

People and Talent

📌 Director, Relationship Manager, PvB (Mumbai)
🏢 Standard Chartered India
📍 Mumbai