Job Description
Job description
Key Responsibilities
Strategy
• 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 PPR
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.
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 & 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.
Risk Management
• Do what is right in order to avoid reputational risks and operational losses.
• Understand the risk and control environment within area of responsibility and drive rectification as required.
• Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.
• Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management
Governance
• Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture.
• Engage with all audit report findings and ensure feedback is acted upon
Skills and Experience
• Data Science
• Portfolio Analysis
Qualifications
• Education - Graduate
• Training - as required by role remit and responsibility
• Licenses - as required by role remit and responsibility
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.
Key Responsibilities
Strategy
• 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 PPR
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.
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 & 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.
Risk Management
• Do what is right in order to avoid reputational risks and operational losses.
• Understand the risk and control environment within area of responsibility and drive rectification as required.
• Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.
• Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management
Governance
• Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture.
• Engage with all audit report findings and ensure feedback is acted upon
Skills and Experience
• Data Science
• Portfolio Analysis
Qualifications
• Education - Graduate
• Training - as required by role remit and responsibility
• Licenses - as required by role remit and responsibility
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.
💡 Quick Summary
Seeking a career-building opportunity? The Analyst & Service support - Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
