Morgan Stanley

Field & Client Business Development Group - Product Sales Enablement, Investment Solutions, Director, Wealth Management

Posted On

May 16, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 2, 2025

Job Description

Job Description
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Field and Client Business Development Group, within Investment Solutions, supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The Product Sales Enablement Team is responsible for supporting product sales team to influence sales and increase product adoption, when appropriate. The team works in close partnership with sales, the business, and many other stakeholders across the firm.

The Morgan Stanley Product Sales Enablement role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry.

Key Responsibilities Include:
> Collaborate with the sales team to support Financial Advisors across various investment solutions inclusive of Advisory solutions, Alternatives Investments, Annuities, and Insurance
> Partner with sales and business to identify and distribute tactical and strategic client level opportunity lists, influencing client outcomes and product adoption
> Support requests for specialized reporting, with the goal of delivering requested prospect and client support elements
> Implement initial stages of book reviews, inclusive of evaluating existing investments
> Maintain internal webpages that are relevant to the sales process, providing timely market driven updates to financial advisors
> Proficiency in tools and topics needed to conduct daily business in Consulting Group, Alternatives Investments & Insured Solutions
> Identify opportunities to achieve additional scale and drive efficiency related to the sales team mandate
> Leverage CRM system, as applicable, to track process execution
> Train and upskill incoming team members Knowledge and Skills Required:
> Must hold a bachelor's degree, 3-5 years of financial services experience or related industry preferred
> Possess exemplary communication and time-management skills
> Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of product sales teams and execute on all necessary actions in a timely manner
> Seek constructive feedback and coaching from both their onsite manager and sales partners
> Establish, maintain, and support strong working relationships with product sales team.
> Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
> Be authorized to work in India without durational restrictions
> Successfully complete background check and pre-employment assessments

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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