Ameriprise India Off Campus Hiring 2021

 Ameriprise India hiring candidates for the role of Practice Support Analyst IND-1 for the Gurugram, Haryana, India location. The complete details about Ameriprise India Off Campus Hiring 2021 as follows.

Ameriprise India Off Campus Hiring 2021


Company Name :- Ameriprise India LLP

Job Position:- Practice Support Analyst IND-1

Job Location:- Gurugram, Haryana, India

Salary:- As per Company Standards

Full-Time/Part-Time:- Full time

Job Family Group:- Business Support & Operations

Job ID :- 19278BR

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 (9:30 am to 6 pm CST) 
  • Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
  • Good communication skills
  • Basic understanding of MS PowerPoint, 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 will be preferred.

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: 

  • 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, 
  • 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 
  • 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)

Timings:- India Night 1 (8:00p-4:30a)

India Business Unit:- PracticeSource & Analytics

Cab Provided:- Yes

Ameriprise India Off Campus Hiring 2021 Application Process:-

Apply in given link

Apply Link :- Click Here To Apply(apply before the link expires)

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

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