Wednesday , March 29 2023

Standard Chartered Careers India – Equity Specialist

Website Standard Chartered

Job Description:

To lead, grow, develop and manage the Equity broking & ND-PMS / PMS business in the allocated territory. The ES will be responsible for driving the Equity broking & NDPMS / PMS business through the various segments of the Bank (mainly Priority) where customer relationships are managed by Relationship Managers.  The role of the ES will be of a product specialist working closely with the Wealth Specialist / Relationship Managers at the bank & engaged in offering detailed information on SCSI products, including broking & PMS products & equity research and advisory capabilities.


Job Responsibilities:

  • Act with integrity and honesty in all dealings with customers and be a good 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 reputation of the organization.
  • Build the Equities Broking, PMS & Advisory business so as 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.
  • Audit Readiness
  • Ensure satisfactory rating in QA/Statutory audits
  • Adherence to KYC and AML Norms
  • Ensure the stringent adherence to sales and operational 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.
  • Attain and actively maintain a level of professional competence appropriate to the responsibilities of a ES and commit to the continued learning and development of others.

Job Requirements:

  • Proven track record in distribution/ referral / dealing of direct equity products & PMS. Experience in Mutual Funds and complex investment products would be a preference.
  • Good understanding of the dynamics of the financial services market, Stock Market, Index & stock derivatives markets, currency markets and specialist knowledge of equity products like Margin funding, IPO funding, derivative strategies, mutual funds & portfolio management services.
  • Experience in Sales, Dealing and Relationship Management.
  • Strong communication and negotiation skills with the ability to influence customers
  • Strong orientation towards internal customer satisfaction and servicing
  • Candidate should be NCFM certified in Cash & Derivatives markets.

Job Details:

Company: Standard Chartered

Vacancy Type:  Full Time

Job Location: New Delhi, Delhi, IN

Application Deadline: N/A

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