Key Responsibilities

Strategy
This role would be closely working with the PvB Investment Specialist Team and MI Product Team to facilitate a deep-dive portfolio review for all clients:
•    Collaborate with Team to provide Investment Proposals and Pitch presentations for existing and new clients 
•    Preparing Product performance documents and analysis of the product investment plans
•    Conducting complete data analytics over the performance, risk metrices and quantitative parameters for all investment products.
•    Focus is on product suitability and appropriateness and to assist the bankers and investment specialist in driving the business goals of the PvB business. 
•    Leverage, experiment and use innovative solutions to deliver best product out come to the clients by working closely with the product for the frontline for concise and effective client conversations.
•    Optimization of AUM & Trail data for PvB
•    Data based enablers through risk & investment metrics for existing and recommended products. 
•    Coordination with the hub team for tracking the receipt and inclusion of PPRs.
•    The role would also require learning / adoption of key portfolio tools like District D, Morning Star and Blomberg data to prepare client portfolio decks.
•    The role would also have partial exposure to meeting and interacting with clients as an understudy to the PvB Investment Specialists.

Business
•    Work with Investment specialist and Bankers to provide Investment Proposals and Pitch presentations for new client acquisition and to attract fresh AUM & NNM
•    Providing sharper inputs and insights through product analysis using investment and risk metrics for existing and new product for the clients.
•    Using the data analytics for providing inputs on AUM and Trail data for optimization
•    Providing analytics and data cuts to the frontline teams to help add value and have effective client conversation for incremental business.

•    Collaborating with the IS and Bankers for effective monitoring of products solutions provided to clients based on their investment profile and investing needs.
•    Helping the frontline with smart data snippets from bank research team to help clients to take investment decision. Product / Investment strategy team.
•    Product level data to be shared with frontline to have efficient and effective client conversation for translating into future business.  
•    Analysis of the AUM data etc to help in team for business planning and delivery.  
•    Work with AMC partners to gather inputs for performing quality analysis and due diligence on funds.

Processes
•    Support the continuous improvement of processes to increase operational efficiency and effectiveness.
•    Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
•    Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
•    Providing feedback enabling improvement in process and reducing overall TAT
•    Adherence to Sales and suitability process in line with the bank’s policy.

People and Talent 
•    Collaborate with RM’s and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.

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.
•    Lead to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.]  

•    Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
•    Serve as a Director of the Board 
•    Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) 

Skills and Experience
•    Good understanding of the dynamics of the financial services market with particular emphasis on mutual funds.
•    Strategic orientation and aptitude
•    Experience in product management 
•    Well-developed project management skills

Key stakeholders
•    PvB IS & Bankers for West & South Region

Other Responsibilities
•    Embed Here for good and Group’s brand and values in Wealth Solutions, India]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); 

Qualifications

•    NISM-Series-V-A: Mutual Fund Distributors Certification Examination
•    NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification
•    Managed Investments    
•    PMS    
•    Wealth Management   
•    Graduate & post-graduate (preferably) 

Skills and Experience

•    Investment Counselling
•    Market Knowledge
•    Mutual Fund
•    PMS & AIF

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.