Associate - US Funds Sales Support / Client Advisor

2 weeks ago

Mumbai, Maharashtra, India JPMorgan Chase Full time ₹ 80,000 - ₹ 1,20,000 per year

You are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.

As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

  • Provide integrated relationship intelligence across the client lifecycle to drive sales performance.
  • Collaborate with Client Advisors, financial advisors, and global sales support teams to facilitate client processes.
  • Coordinate with cross-functional teams to deliver holistic coverage throughout the sales cycle.
  • Support all facets of sales, business development, relationship management, and retention activities.
  • Research industry trends and regulatory changes to gather market intelligence for business development.
  • Assist in preparing client memos, strategy materials, and business review documents.
  • Understand client relationships and asset allocation preferences to support client review presentations.
  • Create and update client reports, DDQs, RFPs, pitchbooks, and meeting materials.
  • Liaise with Client Advisors to generate portfolio insights, analysis reports, and investment comparisons.
  • Maintain client information in internal databases and document sales activity for compliance.
  • Partner with sales and marketing teams on product launches, client events, and market research communications.

Required qualifications, capabilities and skills

  • Relevant industry experience and market knowledge of the sales process.
  • Strong quantitative and analytical skillsets, including data analysis and understanding data flows.
  • Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs, SMAs) .
  • Strong knowledge of all asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, Private Equity.
  • Excellent written and verbal communication skills with strong interpersonal abilities.
  • Proficiency in MS Office suite (Excel, Word, Access, PowerPoint) required.
  • Effective planning and time management skills to meet deadlines and changing priorities.
  • Professional attitude with energy, ownership, and confidence to work independently.
  • Ability to work both independently and in a team-based environment.
  • Strong stakeholder management and relationship-building skills across global teams.

Preferred qualifications, capabilities and skills

  • CFA is a plus.
  • Experience with Salesforce preferred.
  • Advanced data analysis skills.

  • Experience in product launch initiatives.

  • Associate - US Funds Sales Support / Client Advisor

    4 days ago

    Mumbai, Maharashtra, India JPMorganChase Full time US$ 60,000 - US$ 1,20,000 per year

    DescriptionYou are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.Job...

  • Associate - US Funds Sales Support / Client Advisor

    2 weeks ago

    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    JOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.Job...

  • Associate - US Funds Sales Support / Client Advisor

    5 days ago

    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.Job...

  • Retail Sales Advisor

    2 weeks ago

    Navi Mumbai, Maharashtra, India Sales Partners Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    We are looking for a highly motivated and ambitious Retail Sales Advisor to join our team. This role provides a unique opportunity to gain hands-on experience in sales, marketing, and customer service.Key Responsibilities:Sales & Marketing: Learn about sales strategies, client relationship management, and marketing initiatives to drive business growth.Data...

  • Sales Support Associate

    2 weeks ago

    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    JOB DESCRIPTIONYou 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 ResponsibilitiesConduct...

  • Associate - Data Researcher

    7 days ago

    Mumbai, Maharashtra, India Forbes Advisor Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company Description Forbes Advisor is a new initiative for consumers under the Forbes Marketplace umbrella that  provides journalist- and expert-written insights, news and reviews on all things personal finance,  health, business, and everyday life decisions. We believe in the power of entrepreneurial capitalism and use it on various platforms to ignite...

  • Sales Support Associate

    1 week ago

    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 40,00,000 - ₹ 80,00,000 per year

    DescriptionYou 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 ResponsibilitiesConduct...

  • Client Advisor

    5 days ago

    Mumbai, Maharashtra, India Manish Malhotra Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Hiring Jewellery Client Advisor- Mumbai, Hyderabad & DelhiWe are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven...

  • Fund Accountant

    2 weeks ago

    Mumbai, Maharashtra, India Citco Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About Citco:The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its...

  • Associate Data Researcher

    7 days ago

    Mumbai, Maharashtra, India Forbes Advisor Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company Description Forbes Advisor is a new initiative for consumers under the Forbes Marketplace umbrella that  provides journalist- and expert-written insights, news and reviews on all things personal finance,  health, business, and everyday life decisions. We believe in the power of entrepreneurial capitalism and use it on various platforms to ignite...