Securities Services - Sales Enablement - Knowledge Manager

JPMorganChase; Mumbai; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

JPMorganChase is seeking a Knowledge Manager associate to steward content/database management for Securities Services, ensuring accurate and globally consistent sales materials.

You will collaborate with sales, product, client service and SMEs to develop case studies, product overviews, and strategy documents while driving governance and data-driven insights across the knowledge base.

Qualifications

• 4+ years in financial services with content/database management, pre-sales or marketing.
• Excellent written and spoken English, AP style knowledge.
• Strong collaboration with sales, product, and SMEs.

Responsibilities

• Maintain and enhance client-facing content (proposals, pitchbooks, brochures).
• Develop external and internal content with sales and product teams (case studies, product overviews, strategy docs).
• Coordinate with SMEs to update the knowledge base with new responses as products evolve.
• Lead periodic reviews of responses to reflect regulatory, staff, and location changes.
• Leverage AI workflows, data viz tools, automation to improve data management and insights.
• Source and manage statistics for sales documents and client queries globally.
• Prepare competitor data analysis to support sales initiatives.
• Handle vendor administration and provide user training and issue resolution.

Skills

Content management

Pre-sales collaboration

Marketing support

MS Word

Excel

PowerPoint

AI tooling

Data analysis

Communication

Education

Bachelor's degree in finance or business

Tools

Python

Alteryx

SQL

Power BI

Tableau

Job description

Job Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Securities Services business to provide a comprehensive view.

As a Knowledge Manager associate in our team, you will be at the forefront of managing and enhancing our content database, ensuring that our sales materials (including proposals, pitch books and brochures) are compelling, accurate and globally-consistent. You will collaborate with sales, product, client service and other subject matter experts to ensure content and stats are accurate, consistent and approved. You will also create materials for sales training, such as case studies, information on product overviews and strategy, oversee client feedback program, and prepare competitor analysis.

Job Responsibilities

• Maintain, update and enhance content used for client-facing documentation (proposals, pitchbooks and other similar documents) provided to prospective and existing clients in pursuit of winning or retaining business.
• Develop external and internal content in partnership with sales and product, including case studies, and product overviews & strategy documents.
• Coordinate with subject matter experts to update database with new responses as products are enhanced.
• Partner with subject matter experts to conduct periodic end-to-end reviews of responses in the database to ensure changes in business, value proposition, regulatory environment, staff, locations, etc. are correctly captured.
• Leverage AI-enabled workflows, data visualization tools, automation technologies, and emerging capabilities to improve data management, streamline processes, and deliver actionable insights to the business
• Source and manage J.P. Morgan statistics in the creation of sales documents or in answering questions from clients or prospects globally.
• Prepare competitor data analysis to support sales initiatives and strategies.
• Perform vendor administration activities such as user access management and training, and act as a point of contact, liaising with vendor support to quickly resolve issues.

Required Qualifications, Capabilities And Skills

• Minimum 4 years of work experience in financial services industry, within content/database management, pre-sales, business development or marketing experience.
• Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide.
• Confidence, assertiveness, and professionalism to partner closely with all levels of management.
• Proficiency with MS Word, Excel, PowerPoint and AI tools required.
• Strong project management skills with the ability to manage tight schedules.
• Ownership and solution-oriented mindset, takes end-to-end responsibility of projects
• Strong analytical and problem-solving skills, including the ability to interpret data, identify trends, and translate findings into actionable business insights.

Preferred Qualifications, Capabilities And Skills

• Bachelor's degree (BA or BS) in finance, business preferred, but not required.
• An understanding of custody, fund services, or securities services industry and products is a plus.
• Experience working with structured datasets, relational databases, Python, Alteryx, SQL, Power BI, Tableau, or similar technologies to support reporting, automation, and data management initiatives.
• Self-starter with sound judgment and ability to operate independently and apply initiative.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.