This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. 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 new 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 with customers and be a valuable 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 reputa

📌 Equities Specialist (Mumbai)
🏢 Standard Chartered Bank
📍 Mumbai