You are a strategic thinker passionate about driving solutions in sales support. You have found the right team
As an Asset Management - Sales Support APAC- Associate in the India Sales Support team, you will be responsible for providing a fully integrated center of relationship intelligence. You will connect all touch points across the client lifecycle to promote sales performance and deliver a purposeful client experience. You will work closely with clients, client advisors, financial advisors, relationship managers and global sales support teams to facilitate the process. Additionally, you will coordinate with various internal teams such as Client Service, Marketing, Product, Finance, MIS/Business Intelligence and Technology to provide holistic coverage across the cycle.
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Job Responsibilities:
- Research trends within the distribution channel universe, staying informed of industry developments, regulatory/legal changes, and their implications for clients' portfolios. Assist with the preparation of materials for strategy meetings, business reviews, and sales conferences.
- Understand current and prospective client relationships, their asset allocation preferences, and assist in client review presentations, including gathering client intelligence and preparing client briefing memos.
- Create and update client reports and deliverables that are ad hoc or periodic, such as DDQs, RFPs, pitchbooks, client presentations, and other meeting materials.
- Respond to client queries via email and manage client communications, including attending client calls (product reviews, portfolio reviews, business catch-ups) and documenting meeting notes.
- Maintain client information in various internal databases like Salesforce and Spectrum, including documenting sales activity for tracking and compliance purposes.
- Partner with sales and marketing teams on new product launch initiatives (e.g., actively managed ETFs, sustainable strategies), client events, and market research communications.
- Develop a comprehensive understanding of various platforms, asset classes, products, and technical expertise to effectively execute and manage assigned BAU tasks and projects.
- Drive stakeholder management by thinking beyond task execution, identifying potential objections/problems, and taking the initiative to address and resolve them.
- Take full ownership of the delivery and execution of a pipeline of sales-related tasks and activities of increasing complexity.
Required qualifications, capabilities and skills
- Relevant industry experience and knowledge of sales process
- Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
- Excellent communicator (written and verbal) with strong interpersonal skills
- Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
Preferred qualifications, capabilities and skills
- CFA is a plus
- Experience working with an industry recognized CRM platform (Salesforce) is a plus
- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
- Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and leverage resources to be problem solver)
- Professional and industrious attitude, possessing energy, ownership and confidence to complete work with limited supervision
- Ability to work independently and in a team-based environment, successfully and efficiently
- Stakeholder Management is key. Interact and communicate confidently and effectively with all stakeholders
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, sexual 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.