Associate - US Funds Sales Support / Client Advisor

5 days 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.

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