Process Trainee Financial Advisory Support - Gurugram, Haryana, India - Ameriprise Financial

Ameriprise Financial

Verified Company

Gurugram, Haryana, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Responsibilities

Internal Operational activities:

Assist financial advisors in servicing clients through operational and analytical support
Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
Updating team website when necessary

Client outreach functions
- to set up or confirm a meeting appointment date,
- to acknowledge/send greetings,
- to invite for an event,
- to ask them to sign up for Total view, Secure Site, e

Signature, e delivery.
Contact client to gather factual, clientlevel profile information, such as age address, income and marital status
Contact client to confirm existing (not new) accountlevel information such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes.
Future activities (post licensing)
Accept and process client orders
Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients)

Provide an opinion (either in writing or verbally) to the advisor on the benefits or suitability of Investment to clients.

(Only advisors can discuss investment recommendations with clients)

Required Qualifications

Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
Graduate in finance discipline (0 1year experience or 1year diploma is preferred)

Good communication skills

Proven written and oral communication skills with client service orientation
Basic understanding of MS power point, MS Excel and MS Word
Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
Must have an eye to detail with high accuracy levels
Ability to meet strict timelines per the agreed SLAs for advisor practices

Preferred Qualifications

Prior experience in customerbased interactions roles both written and verbal will be an added advantage
Experience of interacting with financial advisors will be preferred
Experience of being part of and enabling startups/ new business set up approach will also considered a positive

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years.

We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work.

You'll also have plenty of opportunities to make your mark at the office and a difference in your community.

So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer.

We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.