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Analyst- US Funds Sales Support Client Advisor

Analyst- US Funds Sales Support Client Advisor

JPMorganChaseMumbai, Maharashtra, India
10 days ago
Job description

Description

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 of a year minimum 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.

    Required Experience :

    IC

    Key Skills

    Sales Experience,Presentation Skills,SAAS,Customer Service,Google Docs,Organizational skills,Growing Experience,Communication skills,Retail Sales,Enterprise Sales,Medicare,Lead Generation

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Sales Support Analyst • Mumbai, Maharashtra, India