Client Advisor Support - Associate jobs at Jpmorgan in India, Bengaluru
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India
Bengaluru
516 jobs found
21.09.2024
JPM
JPMorgan Client Advisor Support Associate India, Karnataka, Bengaluru
Lead Generation :Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preferenceProvide intelligence to Advisors for meaningful conversations and conversionsMaintaining prospect pipeline and have regular follow-ups...
Lead Generation :Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preferenceProvide intelligence to Advisors for meaningful conversations and conversionsMaintaining prospect pipeline and have regular follow-ups...
Prospecting : Responsible to research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting. Preparing presentations and materials...
Reviewing sophisticated estate plans, including wills and trusts, to obtain a thorough understanding of the plans and flow of assets with the ultimate goal of providing insightful client materials summarizing...
Lead Generation :Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preferenceProvide intelligence to Advisors for meaningful conversations and conversionsMaintaining prospect pipeline and have regular follow-ups...
Conduct loan pricing and return on equity analysis for Advisors. Manage credit reviews and documents for multi-year deals. Manage the lists and requests for Credit Questionnaire and PFS. Data curation...
People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team. Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements and cycle...
Lead Generation :Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preferenceProvide intelligence to Advisors for meaningful conversations and conversionsMaintaining prospect pipeline and have regular follow-ups...
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