Verified Job
Accounting - Finance
Digital Wealth Specialist Standard Chartered Bank Maharashtra
Accounting - Finance
#290262
Remote / WFH
Job Description
Job Summary
• The Digital Wealth Specialist position is a role in the Wealth Management team and plays a pivotal role in driving Standard Chartered Bank's Wealth proposition and strategy.
• The role entails providing financial solutions to meet investment needs of SCB customers and ensure best in class relationship management and customer experience to become their banking partner of choice.
• The role bearer is responsible for Wealth account activation of existing bank clients along with wealth deepening.
• As a Digital Wealth Specialist, you would be required to continuously understand the evolving customer wealth preferences, market trends and identify new opportunities for growth of your client's portfolio. The role requires you to collaborate seamlessly across teams at SCB to offer superior service and ensure a quick turnaround time for all customer queries regarding their investment requirements.
• Our ideal candidate will be trusted to dive right in, take the lead, use initiative, and help build Standard Chartered Bank's Wealth Services as a preferred choice.
• Expand and develop customer base by onboarding new wealth customers through phone assistance
• Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio
• Should be able to answer customer queries on choosing SCB for their investment needs & build customer trust to drive long term relationship with the bank
• Nurture the current customer relationships while maintaining the quality of the portfolio
• Ability to multi-task and work within timeliness
• Focused towards achieving results and meeting targets
• Managing client feedback effectively through continuous monitoring of call records for follow ups, activation, enhancement of portfolio
• Evaluate competitor strategies and use the learnings to enhance their pitch/retention/portfolio growth process to customers
• Thorough monitoring of accounts and ability to identify opportunities to activate/enhance customer portfolios
• Adherence to strict KYC/AML requirements.
• MIS reporting to track progress and target achievement
• The Digital Wealth Specialist position is a role in the Wealth Management team and plays a pivotal role in driving Standard Chartered Bank's Wealth proposition and strategy.
• The role entails providing financial solutions to meet investment needs of SCB customers and ensure best in class relationship management and customer experience to become their banking partner of choice.
• The role bearer is responsible for Wealth account activation of existing bank clients along with wealth deepening.
• As a Digital Wealth Specialist, you would be required to continuously understand the evolving customer wealth preferences, market trends and identify new opportunities for growth of your client's portfolio. The role requires you to collaborate seamlessly across teams at SCB to offer superior service and ensure a quick turnaround time for all customer queries regarding their investment requirements.
• Our ideal candidate will be trusted to dive right in, take the lead, use initiative, and help build Standard Chartered Bank's Wealth Services as a preferred choice.
• Expand and develop customer base by onboarding new wealth customers through phone assistance
• Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio
• Should be able to answer customer queries on choosing SCB for their investment needs & build customer trust to drive long term relationship with the bank
• Nurture the current customer relationships while maintaining the quality of the portfolio
• Ability to multi-task and work within timeliness
• Focused towards achieving results and meeting targets
• Managing client feedback effectively through continuous monitoring of call records for follow ups, activation, enhancement of portfolio
• Evaluate competitor strategies and use the learnings to enhance their pitch/retention/portfolio growth process to customers
• Thorough monitoring of accounts and ability to identify opportunities to activate/enhance customer portfolios
• Adherence to strict KYC/AML requirements.
• MIS reporting to track progress and target achievement
