Job Summary

The incumbent should have relevant experience in equity research, relationship management, portfolio construction & management, and direct equity investment products.
The primary role will be to act as an interface with Standard Chartered Private / Priority Banking clients for their trading, advisory, Portfolio and service needs, aimed at addressing their equity and related ambitions.
It entails close interaction with the Pvb / Prb / Wealth specialist teams at SCB.
Contribute to strategy design by providing relevant insights and market information and competition benchmarking.
Support the execution of the strategy by leading and participating in key projects.
Candidate should have capabilities to interact with UHNW clients and showcase investment ideas.
This role will also require interacting with internal and external stakeholders like Dealers, Equity Specialist, Wealth Specialist, Relationship Managers, Branch Manager, Regional Head etc.

Brand

Strengthen SCSI position in the local market that offers valuable quality investment advice to clients.

Key Responsibilities





To engage with the stakeholder and generate incremental business for the organization for direct equities and PMS product offering.
Engaging with the existing and new clients on regular interval to increase the wallet share and deeper penetration.
The role will be target oriented and customer centric.

Strategy

Manage strategic intent of the organization in terms of Business function
Generate revenue from customers through constant interaction and information dissemination of the markets and house views.
Work closely with the Business Head on sales strategy and improvement of quality and service standards.
Cross-sell or pass leads for customer’s ancillary requirements through the RM.
Maintain customer data confidentiality.
To set performance management standards and provide the basis for performance challenge to accountable team.

Business

Strive to achieve business / budget outcomes ass

📌 Associate Director (Bengaluru)
🏢 Standard Chartered India
📍 Bengaluru