Sales Support Associate at JPMC Candidate Experience page

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

01 Feb, 26

Salary

0.0

Posted On

03 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Client Communication, Data Analysis, Salesforce, Asset Management, Quantitative Skills, Analytical Skills, MS Office, Time Management, Team Collaboration, Client Onboarding, Research, Presentation Skills, Interpersonal Skills, Regulatory Knowledge, Investment Knowledge

Industry

Financial Services

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.

Responsibilities

The Sales Support Associate will conduct research on distribution channel trends and prepare client materials for various meetings. They will also analyze client relationships and manage communications to ensure effective sales support.