JPMorganChase Logo

JPMorganChase

Securities Services - Sales Enablement - Knowledge Manager

Reposted 23 Days Ago
Be an Early Applicant
Hybrid
Mumbai, Maharashtra, IND
Mid level
Hybrid
Mumbai, Maharashtra, IND
Mid level
Manages and enhances global sales content databases and client-facing materials, including proposals, pitch books, brochures, case studies, and product overviews. Partners with sales, product, client service, and subject matter experts to ensure content accuracy and consistency. Oversees feedback programs, competitor analysis, vendor administration, and sales training materials while using AI, automation, visualization, and reporting tools to improve workflows and insights.
The summary above was generated by AI

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 TeamJ.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. 

JPMorganChase Mumbai, Maharashtra, IND Office

B11, B9, B10, Nirlon Knowledge Park, near Mrinal Tai Gore Flyover, Cama Industrial Estate, Mumbai, Maharashtra, India, 400063

Similar Jobs

An Hour Ago
Hybrid
Junior
Junior
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Manage multi-region AWS infrastructure and Linux servers, including configuration, migrations, upgrades, patching, monitoring, access control, troubleshooting, and root-cause analysis. Support serverless and container infrastructure, analyze logs and performance trends, audit infrastructure, mitigate threats, and resolve escalated operational issues. Mentor new team members and collaborate in a hybrid, client-facing consulting environment.
Top Skills: Amazon AppstreamAnsibleAWSAws Systems ManagerAws WorkspacesBashCloudFormationCloudwatchFirewallsLinuxPythonRhelTcp/IpWireshark
An Hour Ago
Hybrid
Entry level
Entry level
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Collaborates with internal and client teams to analyze business problems, translate requirements into technical designs, and implement technology solutions. Develops technical features using appropriate methodologies, testing practices, and technology stacks. Supports project implementation planning, interprets business requirements, and contributes to small- and medium-scale client engagements involving databases, programming, cloud platforms, and analytics.
Top Skills: AWSGoogle Cloud PlatformAzureMicrosoft CopilotPythonRdbmsSQL
An Hour Ago
Hybrid
Mumbai, Maharashtra, IND
Entry level
Entry level
Financial Services
Supports business management initiatives through project management, business analysis, executive presentations, dashboard and wireframe creation, stakeholder coordination, and risk and control activities. The role manages workstreams, supports audit and regulatory deliverables, maintains SharePoint resources, coordinates team events, and identifies process improvements. It requires strong Microsoft Office skills, presentation design expertise, communication abilities, and practical use of LLM and AI tools with Python for analysis.
Top Skills: Artificial Intelligence (Ai)Large Language Models (Llms)ExcelMicrosoft PowerpointMicrosoft SharepointPivot TablesPython

What you need to know about the Mumbai Tech Scene

From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account