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Ameriprise India Off Campus Hiring | Trainee Fresher

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Ameriprise India Off Campus Hiring:-

Ameriprise India is hiring candidates for the role of Process Trainee Financial Advisory Support for the Gurugram, Haryana, India location. The complete details about Ameriprise India Off Campus Hiring are as follows.

Company Name:- Ameriprise India

Job Position:- Process Trainee Financial Advisory Support

Job Location:- Gurugram, Haryana, India

Salary Package:- As per Company Standards

Job Type:- Full time

Job ID:- 27668BR

100% Assured Job Opportunity Program, Apply Now ( Last Few Seats Left )

Required Qualifications:-

  1. Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance) 
  2. Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) 
  3. Graduate in finance discipline (0- 1 year experience or 1 year diploma is preferred)
  4. Good communication skills – Proven written and oral communication skills with client service orientation
  5. Basic understanding of MS power point, MS Excel and MS Word
  6. Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
  7. Must have an eye to detail with high accuracy levels
  8. Ability to meet strict timelines per the agreed SLAs for advisor practices

Preferred Qualifications:-

  1. Prior experience in customer-based interactions roles both written and verbal will be an added advantage
  2. Experience of interacting with financial advisors will be preferred
  3. Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive

Roles Responsibilities:-

Internal Operational activities:

  1. Assist financial advisors in servicing clients through operational and analytical support
  2. Ensure new business paperwork is successfully prepared submitted. Eg. MAAR applications, e-forms etc.
  3. Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
  4. Maintaining social media platforms (Facebook LinkedIn) with relevant and timely posts
  5. Updating team website when necessary 

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

  1. to set up or confirm a meeting appointment date, 
  2. to acknowledge/send greetings, 
  3. to invite for an event, 
  4. to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery. 
  5. Contact client to gather factual, client-level profile information, such as age address, income and marital status 
  6. Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment time-frame, for suitability purposes. 
  7. Assist clients in data gathering for FP through emails 

Future activities (post licensing):

  1. Accept and process client orders 
  2. Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients) 
  3. 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)

Ameriprise India Off Campus Hiring Application Process:-

Apply In Below Link

Note: Only shortlisted candidates will receive the call letter for further rounds

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Hi Visitor,

Ameriprise India has an opening as ” Ameriprise India Off Campus Hiring | Trainee Fresher “ for jobseekers like you. You can find more detail about this opening on this page like job location, salary experience, and more important qualificationis, roles and responsibilities for this opening ” Ameriprise India Off Campus Hiring | Trainee Fresher “. So Here eWritingCafe IT Jobs opening page is back with a new opportunity for you with Ameriprise India for job seekers like you for the mentioned role and qualification. It opens the door for you in various structural fields and environments which could help you grab your star job and skill yourself.

If you like this latest job then share it with your friends and family members to appreciate our work and help others.

If you think your interests are a right fit for the role and the company, we have further information on the role for you for this job posted as ” Ameriprise India Off Campus Hiring | Trainee Fresher “. The page above contains the current opening in ” Ameriprise India “ with the mentioned CTC, qualification, role, and responsibilities for the company. Go through all the necessary information before forwarding to applying link ahead as soon as possible as before the given link get expired for this job ” Ameriprise India Off Campus Hiring | Trainee Fresher “. For more detail please visit the company job opening page and get the latest info about this opening and check your eligibility before applying for this job ” Ameriprise India Off Campus Hiring | Trainee Fresher “. company have all the right to take any decision for this opening. eWritingCafe compiled internet sources and listed this opportunity for you.

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