Product Sales Enablement Analyst, Investment Solutions, Analyst, Wealth Man at Morgan Stanley

Mumbai City, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

19 Aug, 26

Salary

0.0

Posted On

21 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Services, Sales Enablement, CRM Tools, Reporting, Client Relationship Management, Time Management, Prioritization, Written Communication, Verbal Communication, Generative AI, Book Reviews, Investment Solutions

Industry

Financial Services

Description

Job Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Field and Client Business Development Group, within Investment Solutions, supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The Product Sales Enablement Team provides operational and execution support to sales teams, helping drive commercial outcomes and, where appropriate, accelerate product adoption. The team partners closely with Sales, Business stakeholders, and cross-functional teams to ensure effective coordination, consistent execution, and scalable go-to-market delivery. The Morgan Stanley Product Sales Enablement role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. Key Responsibilities Include: Partner with Sales to support Financial Advisors across a broad range of investment solutions, including Advisory, Alternative Investments, Annuities, and Insurance. Collaborate with Sales and Business stakeholders to identify, prioritize, and distribute tactical and strategic, client-level opportunity lists to help influence client outcomes and drive product adoption. Respond to requests for specialized reporting, delivering timely prospect and client support materials aligned to sales priorities. Execute initial stages of book reviews, including assessing existing holdings and identifying potential solution opportunities. Maintain and enhance internal sales-support webpages, providing Financial Advisors with timely, market-driven updates and relevant process resources. Demonstrate proficiency in the tools, processes, and product knowledge required to support day-to-day activities across the Consulting Group, Alternative Investments, and Insured Solutions. Identify and implement opportunities, including generative artificial intelligence, to scale workflows and improve efficiency in support of the team’s mandate Leverage CRM tools, as applicable, to track workflow execution, activity, and outcomes. Support onboarding by training and upskilling new team members to ensure consistent execution and coverage. Knowledge and Skills Required: Bachelor’s degree required; 6 months –2.5 years of experience in financial services or a related industry preferred. Exceptional written and verbal communication skills, with strong time-management and prioritization capabilities. Highly organized, focused, and disciplined; able to manage multiple competing requests from product sales teams and deliver all required actions accurately and on time. Demonstrated openness to feedback; actively seeks constructive coaching from both onsite managers and key stakeholders to continuously improve performance. Proven ability to establish, maintain, and support strong working relationships with product sales teams and key stakeholders. Strong sense of ownership and accountability, with a consistent work ethic that builds confidence and trust in deliverables. Authorization to work in India without durational restrictions. Ability to successfully complete all required pre-employment screenings, including background checks and assessments. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Responsibilities

Provide operational and execution support to sales teams to drive product adoption of investment solutions for Financial Advisors. This includes managing opportunity lists, delivering specialized reporting, and enhancing internal sales-support resources.