Senior Analyst - Strategic Client Centre

About the Opportunity

Job Type: PermanentApplication Deadline: 23 May 2025

About your team

The Strategic Client Centre (SCC) is a central team set up to provide structured support to Global distribution teams on key clients of strategic importance to Fidelity. The team’s vision is to create a utility that enables the Sales teams to systematically manage, approach and interact with our strategic client accounts. Its objective is to drive centralization of information and to support coherent insights across distribution teams globally. 

Activities of the Strategic Client Centre include:

• Support in maintaining the Global key account management framework and enhancing Client Account Plans, e.g. provisioning of key financials, KPIs, org charts and statistics
• Creating, maintaining and further developing strategic relationship briefing packs for senior management

• Providing Management Information reporting and dashboards for Fidelity’s Senior Leadership
• Setup and maintain a collaboration platform for distribution teams
• Facilitate strategic coordination among sales teams and the wider Fidelity organisation

About your role

This role is within the Global Distribution Services team based in India. The successful candidate will work closely with sales teams and key account managers in:

• Sales Enablement - Individual support to sales team members
  • Coordination to support the programme goals, e.g. identifying the best ways of working to create senior management forward-looking engagement plans
  • Assist in conducting regular senior management reviews aligned with strategic goals
  • Collaborate with sales, document meeting minutes, and ensure follow-up on action items.
  • Follow-up with sales after client interactions to ensure updates are captured
  • Support in preparing content/presentations for strategic client meetings
  • Conduct research to identify emerging trends and opportunities for growth
• Key Account Management -
  • Ensure consistency across client account plans (content, data sources, format)
  • Maintain and keep account plans continuously up to date inc. various key data and KPI
  • Proactively generate ideas for enhancing sales aids and presentation materials
• MI / Reporting - Manage Sales & assets data, reporting and dashboarding
  • Ideate in automation of information provided to stakeholders and support our scale & efficiency goal
  • Address ad hoc data related queries
  • Identify automation opportunities for dashboards and account plan updates.
  • Ensure quality of data in CRM tools (Salesforce)
• Administrative - Setup and Maintain required IT Infrastructure & Collaboration tools
  • User Access Management for Collaboration and data storage setup
  • Data Management on Collaboration tools

About You

• Graduate / Postgraduate with 4-6 years’ experience in Financial services
• Master’s in business administration / economics / finance or equivalent desirable

• Previous experience in Process Consulting/ process improvement / sales support desirable.
• Strong analytical & problem-solving skills

• Strong communication skills and experience in communicating across senior stakeholders and Global teams

• Advanced MS PowerPoint and MS Excel skills (Experience of VBA  / Power BI desirable)
• Desire to test, identify opportunities for and implement AI tools
• Good knowledge of key macroeconomic indicators, fund industry, its market participants, global distribution landscape and global banking landscape desirable
• Proactive, outspoken and willing to use initiative to keep abreast of developments in the asset management industry
• Good writing and project management skills with attention to detail
• Ability to work to tight deadlines and manage multiple stakeholders
• Strong team player, enthusiastic, dedicated and self-motivated

Experience Level

Senior Level