J.P.

Morgan is a leading global financial services firm, established over 200 years ago: We are the leader in
investment banking, financial services for consumers and small businesses, commercial banking, financial
transaction processing, and asset management. We have assets of $2.5 trillion and operations worldwide. We
operate in more than 100 markets. We have more than 243,000 employees globally. 

Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the
Corporate & Investment Bank which provide products and services to corporations, governments,
municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.

Our corporate functions support the entire organization and include the following functions: Accounting,
Audit, Finance, Human Resources, Operations, and Technology.

J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial
Banking, Asset & Wealth Management and Corporate functions services and solutions to our clients,
executing some of the most important financial transactions and providing essential strategic advice to
our clients such as the government, large domestic and multi-national corporations, non-government
organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally
and our employees in India are a critical part of how we do business globally and are integrated within our
businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and
Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive
strategic support across technology and business operations processing to all lines of business and the
corporate functions.

J.P. Morgan’s Asset Management (“JPMAM”) business manages investments and creates a strategic
advantage for institutional and retail investors. It caters to the most sophisticated relationships in the
industry, including top pension plans, insurance companies, sovereign wealth funds, endowments,
foundations, central banks and other institutional investors. J.P. Morgan Funds are offered through direct
and third-party distributors. It offers complete spectrum of investment strategies, including equity, multi-
asset, fixed income, currency, real estate, hedge funds, and private equity.

This open position supports JPMAM’s U.S Funds Client Services Organization. The position supports the
Retirement LinkSM product. Retirement Link provides bundled plan services to U.S. private sector defined
contribution retirement plans.

The primary responsibility of the Business Support Specialist (“BSS”) is to effect processes that enable
the timely delivery of sales and service materials and communications to new and existing Retirement
Link clients.

Team Description:

The BSS function is an integral part of JPMAM. The BSS will be expected to provide a fully integrated
center of relationship intelligence, connecting all touch points across the client lifecycle - to help drive
sales performance and deliver a purposeful client experience.

The India Business Support team works closely with client advisors, financial advisors, relationship
managers and global sales support teams to help facilitate the process. The role also requires
coordinating with various internal teams (Client Service, Marketing, Product, Finance, MIS/Business
Intelligence and Technology) to be able to provide a holistic coverage across the cycle.
 Job Description:

We are looking for a candidate to join the U.S. Funds Client Services aligned team. He/she will provide
support for all facets of the sales and service process:

 Support a group of J.P. Morgan external client advisors, internal client advisors and relationship
managers (‘field partners”) to help them meet their objective and goals in a compliant, timely
manner 
 Support new/existing client contracts including timely renewal of contracts and contract
amendments
 Ensure monthly FINRA correspondence is received and submitted through internal approval
system
 Facilitate production of plan and participant communications including pricing models for
prospective and existing clients
 Coordinate appropriate reviews and completion of plan and participant communications
 Submit completed RFPs through internal approval system
 Help manage and maintain various databases, systems and applications to enable effective
transition of roles and responsibilities across the sales cycle
 Standard Reporting and Ad hoc reporting responsibilities
 The candidate will need to gain an understanding of the sales cycle to better align requirements
to the changing business scenarios
 Assist field partners with CRM inquiries
 Support special project requests
 People management experience, ability to drive specific training and guiding team members
 Stakeholder management - effective communication and regular status reporting to key business
stakeholders
 Effective issue escalation management – identify, maintain and monitor key risks and issues
 Execution of departmental controls, procedures / templates, checklists and oversight metrics

Qualifications
 

Qualifications:

 MBA with relevant industry experience and knowledge of sales process

 Understanding of investment philosophies and asset classes
 Quantitative bent of mind and strong data analytic skillsets
 Excellent communicator (written and verbal) with strong interpersonal skills
 Proficiency in Adobe Professional, MS Office product suite (Excel, Word, Access, SharePoint and
PowerPoint) required   
 Experience working with an industry recognized CRM platform (Salesforce knowledge is a plus) and
reporting tools is desirable 
Skills:

 Understanding of Asset Management business and industry nuances

 Ability to delve into details with a view to proactively solve issues, develop new ideas and add value to
existing functions
 Ability to multi-task and manage competing priorities/workflows
 Proven ability to quickly learn the business, the application and adapt to ever changing priorities
 Strong commitment to accuracy
 Energetic, self starter, team player with strong work ethic
 Ability to build relationships across global teams
 Ability to work in a fast-paced environment and produce high quality deliverables