Ameriprise India Off Campus Drive | Experience: 0-1 year

Ameriprise India Off Campus Drive:-

Ameriprise India is hiring candidates for the role of Practice Support Analyst for the Gurugram, Haryana, India location. The complete details about Ameriprise India Off Campus Drive are as follows.

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𝐏𝐚𝐲 𝐀𝐟𝐭𝐞𝐫 𝐏𝐥𝐚𝐜𝐞𝐦𝐞𝐧𝐭 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐏𝐫𝐨𝐠𝐫𝐚𝐦- 𝐆𝐞𝐭 𝐏𝐥𝐚𝐜𝐞𝐝 𝐈𝐧 𝐓𝐨𝐩 𝐌𝐍𝐂'𝐬

Company Name:- Ameriprise India

Job Position:- Practice Support Analyst

Job Location:- Gurugram, Haryana, India

Salary Package:- As per Company Standards

Full-Time / Part-Time:- Full time

Timings:- India Night 1 (8:00p-4:30a)

Job Family Group:- Business Support & Operations

Job Id:- 21874BR

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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
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:- Experience of interacting with advisors or U.S business partners will be preferred

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Job Description:-

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients.
It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors’ practices.
This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Responsibilities:-

Back office functions o Help advisor prepare for client meetings by pulling relevant information from reports
Provide support on Managed Accounts documentation and other e-forms
Help practices set up clients on Foundational Advice
Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
Updating team website when necessary

Client outreach functions:

Manage administrative client correspondence through emails and phone, such as:

To set up or confirm a meeting appointment date
to acknowledge/send greetings, o 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, client-level profile information, such as age address, income and marital status

𝐆𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐉𝐨𝐛𝐬 𝐖𝐢𝐭𝐡 𝟓-𝟒𝟎 𝐋𝐏𝐀, Pay ONLY after you get placed – 𝐀𝐩𝐩𝐥𝐲 𝐍𝐨𝐰

Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes.
Assist clients in data gathering for FP through emails 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)

India Business Unit:- PracticeSource & Analytics

Cab Provided:- Yes