Equities Specialist (Mumbai)

Equities Specialist (Mumbai)

02 Sep
|
Standard Chartered
|
Mumbai

02 Sep

Standard Chartered

Mumbai

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- Requisition Number: 61469
Job Location: Mumbai, IND
Global Grade: Band 7
Work Type: Office Working
Employment Type: Permanent
Posting Start Date: 31/08/2026
Posting End Date: 13/09/2026
:
Key Responsibilities

Strategy
- Build the Equities Broking, PMS & Advisory business to achieve leadership position in the region.
- Drive the referrals through the SCB segment/channel teams.
- Constantly update the SCB segment/channels on the markets and our house views.
- Coach the RMs / WS’s on the various investment ideas and processes.
- Periodic review of product performance availed of by the customers through us.
- Provide inputs to customers/RM’s / WS’s on transactions / performance.
- Build and deepen relationships with customers to deepen wallet-share to direct equities / SCSI.
- Ensure customers and the various bank segments view SCSI as a value proposition.




- Oversee customer transactions / relationship at local SCSI dealer level to keep track of portfolio performance.
- Handhold recent to SCSI customers on their equity journey and help build a true-blue 3in1 customer experience.
- Optimally use the Priority acquisition model and maximize SCSI penetration from the allocated territory.

Business
- SCSI India

People & Talent
- Ensure acceptance among all stakeholders.
- Integrate into the Priority / Wealth Segment set up in the allocated SCB branches.
- Support CSR initiatives of the company.
- Customer/Fund House/Issuer/RTA Complaint Management
- Building Overall Direct Sales and Distribution Strategy.

Risk Management
- Audit Readiness
- Ensure satisfactory rating in QA/Statutory audits
- Adherence to KYC and AML Norms
- Ensure the stringent adherence to sales and operational processes

Governance
- Act with integrity and honesty in all dealings w

📌 Equities Specialist (Mumbai)
🏢 Standard Chartered
📍 Mumbai

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