Arrohi Bhatnagar
Wealth Management | Digital Transformation | Product Management | Digital Wealth
- Role
- Director and Head, Digital Wealth and Growth at Standard Chartered
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Arrohi Bhatnagar
Wealth Management Business, Product and Process understanding with technology orientation, specialist with 10+ years of experience driving results in Financial Services- Product Management - Project Management - WM Products knowledge - Alternate channels- Digital Channels - WM Process & Systems knowledge- Advisory & Suitability FrameworkCAREER HIGHLIGHTS Lead end to end Implementation of Wealth Management Advisory platform in India. India joins the club of first 3 countries to have Advisory capability. Platform offers ability to generate client specific Investment Proposal with periodic Review and Rebalancing. Implemented Client Investment Profiling Solution (CIPS) for India. CIPS establishes basis of all product recommendation. Launched TAB (IPAD) based Life Insurance sourcing process for India. This process reduced TAT for Policy Issuance from an average of 10days to 3 days. India was also the first country to launch TAB amongst the 7 SCB countries that went live with the new Insurance partner ICICI Prudential. Conceptualized and Implemented Financial Planning Calculators on the SCB Pubic website which led to superior client experience and increase in traffic. These calculators help calculate savings required for meeting financial goals like owning a House, Car etc. These calculators also help customers calculate their Insurance needs and Retirement needs. Designed & Implemented Wealth Portfolio Report that helps customers to track & analyze their portfolio Online. This report offers customers holistic view of their holdings across various asset classes and product types. It also offers portfolio performance parameters like CAGR (Annualized Growth), Absolute Return etc.
Experience
Director and Head, Digital Wealth and Growth
Jul 2022 — Present · Mumbai, IN
Education
Dayalbagh Educational Institute
MBA, Finance and IT
2003 — 2005
Indian Institute of Management, Kozhikode
Digital Strategy and Transformation, Management Development Program
Dayalbagh Educational Institute
Engieering, Electrical
1999 — 2003
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.