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
• The primary purpose of this role is to drive higher activation of clients on wealth management products, as measured through growth in relevant KPIs. The role is accountable for WM performance through growth in wealth active clients, wealth client deepening metrics, wealth penetration in segments, customer satisfaction in wealth.

Business Performance
• Drive incremental growth in Wealth Active Clients, Wealth Deepening, New to Wealth, Penetration across client segments, wealth activation in new to bank clients, wealth management cross-sell, growth in digitally active wealth clients
• Work with the Head, Wealth Solutions in driving key business execution priorities and taking it to completion, create an enabling environment for delivery of strategic agenda

Client and Frontline Engagement
• Deliver and drive compelling proof points, tools and standards that promote the wealth proposition and capabilities, digital solutions and product enhancements to our clients
• Lead, engage and implement internal campaigns for sales staff to drive growth in the KPIs. Partner with segment and channel teams, analytics, and marketing to publish actionable insights through MIs, sales education programmes and campaigns. Undertake reviews and calls with stakeholders to course-correct, propose and implement strategies for growth




• Drive robust adoption of our advisory process and tools with frontline teams and segments to achieve a consistent and standardised wealth management experience
• Work with marketing on strategic and tactical client campaigns to drive WM cross-sell, deepening and digital penetration. Drive adoption and usage of new product / process / platform launches through targeted communication plans and frontline interventions
• Participate in and drive client and frontline engagement activities for WM: Webinars, Events, Town halls, Big-Calls and Rewards / Recognition Programmes, Contests, Tactical Incentives, Training Programmes

Market and Client Insights
• Perform customer and performance analysis to gain in-depth understanding of purchase behaviour and preferences, levers of growth and depth of wealth management relationships
• Initiate and manage the use of market and client insights and competitor benchmarking to drive the development of our wealth management proposition and strategy
• Set and monitor market positioning and brand recognition benchmarks vs competition
• Obtain and use diagnostics insights from NPS studies and regular frontline feedback to identify recent opportunities and areas of improvement on wealth client experience
• Use analytics and data mining to uncover untapped opportunities

Functional Skills
• Knowledge and experience in wealth management / financial services / banking or retail business,



with experience in product, segment or marketing management
• Advanced proficiency in Excel / PPT including ability to prepare crisp dashboards and summary reports for management insights
• Analytical skills: ability to synthesise insights and information from data, identify trends and suggest actionable next steps

Personal Skills
• Ability to think out of the box for creative solutions, multi-task and work to deadlines
• Excellent communication and stakeholder engagement skills. Ability to present, convince and win stakeholder-buy in for action plans
• Self-starter with ability to manage a diverse range of tasks

Regulatory & Business 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
• Country Finance
• Country Analytics
• Affluent Distribution
• Affluent Segment Team
• WRB Marketing
• Wealth Product Teams
• CFCR & Legal

Other Responsibilities
• Embed Here for good and Group's brand and values in Affluent Segments Team. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

Skills and Experience

• Office Suite

About Standard Chartered

We're an international bank, nimble enough to act, big

📌 Associate Director (Mumbai)
🏢 Standard Chartered Bank
📍 Mumbai