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JPMorgan Asset Management - Sales Support Associate India, Maharashtra, Mumbai 104189978
14.09.2024
As an Associate, you will be joining our UK Intermediary Sales Support Team. The individual will provide support for all facets of the sales, business development, relationship management and retention process
Job Responsibilities
- Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory/legal changes and their implications for clients’ portfolios
- Assist with the preparation of material for strategy meets / business reviews / sales conferences
- Understand current and new/prospect client relationships, their asset allocation preferences and assist in client review presentations including gathering client intel and preparing client briefing memos
- Creating and updating client reports/deliverables that are adhoc or periodic in nature: DDQs, RFPs, pitchbooks, client presentations and other meeting materials
- Response to client queries (email) and manage client communications, including in some cases, attend client calls (product reviews, portfolio reviews, business catch up) and document meeting notes
- Maintenance of client’s information in various internal databases like SalesForce, Spectrum, etc. including documentation of sales activity for tracking and compliance purposes
- Partner with sales & marketing teams on new product launch initiatives (Actively managed ETFs, Sustainable strategies, etc.), client events and market research communications
- Comprehensive understanding of the various platforms, asset classes, products and technical expertise to effectively execute & manage assigned BAU tasks and projects and actively drive stakeholder management by thinking beyond execution of tasks and identifying potential objections/problems coupled with initiative to address and resolve
- Take full ownership on the delivery and execution on a pipeline of sales-related tasks/activities of increasing complexity
- Gain a thorough understanding of the sales process to better align requirements to the ever-evolving business landscape and provide holistic support by partnering with various sales & marketing teams for client events, roadshows and market research communications
Required qualifications, capabilities, and skills
- Relevant industry experience and knowledge of sales process, CFA is a plus
- Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
- Excellent communicator (written and verbal) with strong interpersonal skills
- Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
- Experience working with an industry recognized CRM platform (Salesforce) is a plus
Preferred qualifications, capabilities, and skills
- Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and leverage resources to be problem solver)
- Professional and industrious attitude, possessing energy, ownership and confidence to complete work with limited supervision
- Ability to work independently and in a team-based environment, successfully and efficiently
- Stakeholder Management is key. Interact and communicate confidently and effectively with all stakeholders
- Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
- Ability to build relationships across global teams. Possess a partnership mindset and engage with teams across the firm
- Self-motivated, team player with strong work ethic
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