Associate - US Funds Sales Support / Client Advisor

J.P. Morgan; Mumbai; On-site; INR 6,00,000 - 8,00,000; Full time

Job summary

A financial services firm seeks a Sales Support Professional in Mumbai to drive solutions in Sales Support and Relationship Intelligence. Responsibilities include providing relationship intelligence across the client lifecycle, collaborating with cross-functional teams, and maintaining client information. The ideal candidate has strong analytical skills, knowledge of asset management, and proficiency in MS Office. This role ensures successful sales performance and supports client processes.

Qualifications

• Relevant industry experience and market knowledge of the sales process.
• Strong knowledge of asset classes including Equity and Fixed Income.
• Ability to work independently and in teams.

Responsibilities

• Provide integrated relationship intelligence across the client lifecycle.
• Collaborate with Client Advisors to facilitate client processes.
• Research industry trends and regulatory changes for market intelligence.

Skills

Quantitative and analytical skills

Written and verbal communication

Stakeholder management

Time management skills

Tools

MS Office Suite

Salesforce

Job description

Overview

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.