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.

Job Summary

Front end Operations
• Ensuring all transactions done are routed through Area Operations unit
• Reconciling gaps in documentation with COLIS.
• Ensuring minimum acceptable quality of documentation submitted by the frontline.
• MIS preparation for wealth
Monitoring Sale Quality and Risk Controls
• Monitoring compliance with Sales Processes.
• Ensuring completeness of documentation - ISTF, SA etc
Training
• Help the RSM-IS organize training programs for the IS team as well as Referral Channels.

Key Responsibilities

Strategy
Sales and Quantitative MIS
• Completion of monthly business trackers, Business tracker, Business report and advisory report with
• MIS recon: AUM Mapping - IA mapping; Portfolio review IA mapping on a monthly basis
• YTD MIS to be reviewed and discrepancies to be shared to Operations within TAT
• Tracking of Business Login for WNS / CBP/ Campaigns / NTIS
• NA in feeds and Na in Schedules
• Maintenance of Lead tracker for the Zone
• 100% tracking of monthly IA-RM mapping for CTMT and GSSC reports

Team Administration and Productivity
• Headcount tracking and Mapping of employees to the correct cost centre in case of new recruits/ transfer in.
• Tracking of transfer out (internal movements), Exit employees
• Maintenance of Month-on-Month head Count data
• Maintaining an updated Employee file of JOs and required addendum and Certifications (internal and External)




• Mandatory E-learning tracking to be done at 97%(balance for in progress and new hires)

Business and Franchise Building
• Servicing:
• Daily tracking & Laising with MAS/GSSC for effective routing of document for client transactions
• Monthly tracking of IA/IS branch allocations
• Co-ordination of Business events and Lead capture at such events
• Provide ongoing feedback to Central team on process to increase client Service / experience
• branches above 5% error rate

• Training / Process Control
• RM/IA certifications > 97% (Balance fo new hires/in-progress etc)
• New Process and Platform training coverage of 95% of the zone
• Training to frontline on CIP/BIP to ensure suitability errors are below0.5%
• Assist Product team in new process and Platform launches
• Error MIS tracking and circulation
• Monitor documentation rejects by MAS & Recon. Escalate and track

Risk management
Raising Management Standards and Controls
• Ensure all control standards are implemented in the Zone
• Compliance with AML, KYC, Group code of conduct and Risk standards
• Call back significant deviation above 5% are escalated to the concerned team and tracked




• Ensure 05% completion of Mandated portfolio reviews of the zone done by efficient tracking and follow-up with all IAs
• CMS tracking for the employees in the zone
• Exception if any to be highlighted to the zone
• Ensure Green/ Acceptable audit rating in the zone

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 Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders
• Insurance, Mutual Funds, Registrars etc.

Skills and Experience

• Knowledge of Investment products
• MS Office
• Ability to persevere on job
• Sales focused and highly target oriented
• Good Interpersonal Skills
• Customer and Service Orientation
• Banking knowledge
• Management Information Skills
• Competitive awareness & benchmarking
• Excellent communication, interpersonal & relationship building skills
• Able to pick up new concepts quickly
• Able and excited about going out to meet new customers
• Coordinate customer events for the cluster along with the product team
• Aggressive Sales call plans to acquire large prospective customers through referrals

Qualifications

• Graduate/ Post Graduate, consistent academic ca

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