Job Description
JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team.
As a Sales Support Professional within our Institutional Sales Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
Conduct research on distribution channel trends and monitor industry developments, regulatory changes, and their impact on client portfolios.
Prepare client memos and materials for strategy meetings, business reviews, and sales conferences.
Analyze client relationships and asset allocation preferences to support client review presentations and briefing memos.
Create and update client reports and deliverables, including DDQs, RFPs, pitchbooks, and meeting materials.
Respond to client queries and manage communications, including attending client calls and documenting meeting notes.
Maintain client information in internal databases such as Salesforce and Spectrum, ensuring accurate documentation of sales activities.
Partner with sales and marketing teams on new product launches, client events, and market research communications.
Liaise with Client Advisors to generate portfolio insights, heatmap analyses, investment comparisons, and related reports.
Oversee onboarding of new clients, ensuring completion of due diligence and AML processes, and monitor client reporting schedules.
Demonstrate comprehensive understanding of platforms, asset classes, and products to effectively execute assigned tasks and drive stakeholder management.
Take ownership of the delivery and execution of a pipeline of sales-related activities, adapting to increasing complexity and evolving business needs.
Required qualifications, capabilities and skills
Bachelor’s Degree in Finance, Business, Economics, or related field with atleast 4 years of expereince.
Relevant industry experience and market knowledge of the sales process.
Strong quantitative and analytical skillsets, including data analysis and understanding of data flows.
Proficiency in MS Office product suite (Excel, Word, Access, PowerPoint).
Excellent written and verbal communication skills with strong interpersonal abilities.
Experience working with CRM platforms such as Salesforce.
Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs, SMAs).
Strong knowledge of asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, Private Equity.
Effective planning and time management skills to meet deadlines and adapt to changing priorities.
Ability to work independently and collaboratively within a team environment.
Professional attitude with energy, ownership, and confidence to complete work with limited supervision.
Preferred qualifications, capabilities and skills
Familiarity with business intelligence and MIS tools.
Prior exposure to sales support in Asset Management.
Knowledge of sustainable investment strategies and actively managed ETFs.
Experience in client onboarding and compliance processes.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team.
As a Sales Support Professional within our Institutional Sales Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
Conduct research on distribution channel trends and monitor industry developments, regulatory changes, and their impact on client portfolios.
Prepare client memos and materials for strategy meetings, business reviews, and sales conferences.
Analyze client relationships and asset allocation preferences to support client review presentations and briefing memos.
Create and update client reports and deliverables, including DDQs, RFPs, pitchbooks, and meeting materials.
Respond to client queries and manage communications, including attending client calls and documenting meeting notes.
Maintain client information in internal databases such as Salesforce and Spectrum, ensuring accurate documentation of sales activities.
Partner with sales and marketing teams on new product launches, client events, and market research communications.
Liaise with Client Advisors to generate portfolio insights, heatmap analyses, investment comparisons, and related reports.
Oversee onboarding of new clients, ensuring completion of due diligence and AML processes, and monitor client reporting schedules.
Demonstrate comprehensive understanding of platforms, asset classes, and products to effectively execute assigned tasks and drive stakeholder management.
Take ownership of the delivery and execution of a pipeline of sales-related activities, adapting to increasing complexity and evolving business needs.
Required qualifications, capabilities and skills
Bachelor’s Degree in Finance, Business, Economics, or related field with atleast 4 years of expereince.
Relevant industry experience and market knowledge of the sales process.
Strong quantitative and analytical skillsets, including data analysis and understanding of data flows.
Proficiency in MS Office product suite (Excel, Word, Access, PowerPoint).
Excellent written and verbal communication skills with strong interpersonal abilities.
Experience working with CRM platforms such as Salesforce.
Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs, SMAs).
Strong knowledge of asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, Private Equity.
Effective planning and time management skills to meet deadlines and adapt to changing priorities.
Ability to work independently and collaboratively within a team environment.
Professional attitude with energy, ownership, and confidence to complete work with limited supervision.
Preferred qualifications, capabilities and skills
Familiarity with business intelligence and MIS tools.
Prior exposure to sales support in Asset Management.
Knowledge of sustainable investment strategies and actively managed ETFs.
Experience in client onboarding and compliance processes.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
💡 Quick Summary
Seeking a career-building opportunity? The Sales Support Associate position is now open for candidates interested in the Event Management Jobs sector. This role in Mumbai 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 Event Management Jobs is a plus.
