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.
Business
Bottom Line Focus
Maximize business performance opportunity.
Maximize AUM.
Distribution Management
Optimally use the sales model and maximize sales and AUMs from the allocated territories.
Product Proposition
Suggest innovative products and product bundles to the product team based on market/customer
Key Responsibilities
Processes
Sales and Operational Processes
Ensure the stringent adherence to sales and operational processes
People & Talent
People Management
Ensure acceptance among all stakeholders.
Integrate into the Premium Segment set up in the allocated branches.
Risk Management and Governance
Ethical Responsibilities
Act with integrity and honesty in all dealings with customers and be a good steward of their interests.
Act with integrity and honesty in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization.
Attain and actively maintain a level of qualified competence appropriate to the responsibilities of a WS and commit to the continued learning and development of others.
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 S
📌 Associate Director (India)
🏢 Standard Chartered India
📍 India
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