GPB Deposit & Custody Sales Support Lead
Sales & Business Development, Customer Service
Mumbai, Maharashtra, India
Join our dynamic GPB Deposit & Custody Sales Support team as a Senior Associate. Drive impactful sales initiatives across global regions. Collaborate with leaders to deepen client relationships and deliver strategic solutions.
Job Summary:
As a Sr Associate in Wealth Management Solutions GPB Deposit & Custody Sales Support team, you lead a team of analysts supporting banker/advisor sales for core banking. You drive deposit and custody sales enablement across USPB, EMEA, and IPB platforms. You partner with stakeholders to deliver client reviews, initiatives, and senior-ready materials.
Job Responsibilities:
- Support regional Deposit Sale Managers (DSM) to deepen client relationships with core banking
- Position and price deposits as an asset class and provide treasury services support for Private Bank institutional clients (Family Offices, Foundations, Private Equity Firms, etc)
- Create quarterly decks for market huddles and market updates
- Develop and understand competitors' deposit products and positioning across markets
- Collaborate with the DSM to identify appropriate treasury solutions, perform cost benefit analysis, provide competitive pricing and run profitability model while supporting the sales pipeline
- Assist DSM with client call preparation by creating review materials, pitchbooks and account plans
- Collaborate with internal partners to ensure successful implementation, accurate product/pricing
Required qualifications, capabilities and skills
- 7+ years of experience within financial services, supporting the banking business
- Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Superior verbal and written communication skills with the ability to mobilize internal resources
- Attention to detail with ability to operate independently and manage a team by clearly defining priorities and focus areas
- Foundational knowledge of deposit and treasury solutions products & pricing philosophy
- Proficiency in Microsoft Office (PowerPoint, Advance Excel and Word)
Preferred qualifications, capabilities and skills
Strategic and analytical thinker with a drive towards execution and results
Influencing skills to manage a variety of stakeholders from different functions
Team player who proactively shares knowledge and information within and outside the function
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.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Lead a high performance team driving sales enablement, client reviews, and senior presentations.