Insurance & Annuities Process Trainee

1 week ago


Gurgaon, Haryana, India Ameriprise India Full time

Independently serve as the first point of contact for advisors, relationship partners, or clients regarding service issues, requests, policies, procedures, and account information.

Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve higher level problems over the phone.

Monitor calls to provide feedback to team and establish goals for performance metrics, including call quality, productivity and schedule adherence to provide an exceptional level of service to advisors and clients.


Key Responsibilities

  • First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution
  • Educate clients and advisors on newly implement services, systems, or procedures for efficient selfservice
  • Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities

Required Qualifications

  • Graduate/ Post
  • Graduate in finance / commerce/ business management/ operations discipline Strong written and verbal communication skills & presentation skills. Working Knowledge of Microsoft Office.
  • Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.

Preferred Qualifications

  • Productspecific or financial services industry experience will be an added advantage. Desired experience of 02 years in the field of brokerage and a Strong academic background/ orientation will be an added advantage.

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.


Full-Time/Part-Time
Full time

Timings
(8:00p-4:30a)

India Business Unit
AWMPO AWMP&S President's Office

Job Family Group
Business Support & Operations

  • Gurgaon, Haryana, India Primis BPO Full time

    Strong knowledge of P&C insurance processes, policies, and systems. Good understanding of wing to wing insurance processes. Excellent presentation and facilitation skills with the ability to engage learners and create an interactive learning environment. Demonstrated experience in assessing trainee performance and providing effective feedback and coaching....


  • Gurgaon, Haryana, India Ameriprise India Full time

    Key Responsibilities Should be able to meet the SLA and Goals set by their respective business unit. No more than 10% of variation from the average team number. Collaborate with business partners across different sites on a daily basis to process work Identify process improvements and partner with appropriate resources to implement solutions. Accept/reject...


  • Gurgaon, Haryana, India Ameriprise India Full time

    Finance Process Trainee in AWM Finance (FC&I - FRCO) is responsible for administration of various compensation, Incentive and recognition programs being offered to advisors. This role will be primarily focused on supporting day to day operations and reporting; However, it will also include the opportunities to drive efficiency in operations along with...


  • Gurgaon, Haryana, India Genpact Full time

    Genpact (NYSE:G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

  • Process Trainer

    1 week ago


    Gurgaon, Haryana, India Pouring Pounds India Pvt. Ltd . Full time

    BankKaro: Founded in April 2021 by Swati Bhargava and Rohan Bhargava, BankKaro is the fintech subsidiary of CashKaro, backed by notable investors including Mr. Ratan Tata, Kalaari Capital, Affle, and Korea Investment Partners. BankKaro functions as a credit card and loan discovery platform, rewarding users for approved applications. Our customer-centric...


  • Gurgaon, Haryana, India Urbanic Full time

    Role: CA Industrial TraineeBase Location: Gurugram, IndiaAbout UrbanicUrbanic's main goal as a company is to ensure that everyone can feel confidently beautiful effortlessly.Urbanic represents a contemporary London-based fashion label that focuses on creating and offering fashion that embraces inclusivity.Presently, Urbanic remains an independent entity...


  • Gurgaon, Haryana, India Urbanic Full time

    Role: CA Industrial TraineeBase Location: Gurugram, India#accounting #financialreporting #Internalaudit #statutoryaudit #fashionecommerce #D2CAbout UrbanicUrbanic's sole purpose as a company is to make people enjoy the confidence of beauty easily.Urbanic is a new generation London-based fashion brand creating and bringing the fashion thatsustains the idea of...


  • Gurgaon, Haryana, India Genpact Full time

    Genpact (NYSE:G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we...

  • Process Trainer

    2 months ago


    Gurgaon, Haryana, India timesjobs Full time

    Job Descriptions:As a Customer Service Trainer, you will be responsible for the training of our Support and Customer Service team. You will also ensure that all trainees understand and grasp the required concepts comprehensively.Roles and Responsibilities:Conduct and lead training classes for new customer service or sales executivesDevelop onboarding plan...

  • Process Trainer

    3 weeks ago


    Gurgaon, Haryana, India timesjobs Full time

    Job Descriptions:As a Customer Service Trainer, you will be responsible for the training of our Support and Customer Service team. You will also ensure that all trainees understand and grasp the required concepts comprehensively.Roles and Responsibilities:Conduct and lead training classes for new customer service or sales executivesDevelop onboarding plan...


  • Gurgaon, Haryana, India Rostan Technologies Pvt Ltd Full time

    ROSTAN Technologies is hiring an Trainees for Oracle EBS Finance Functional. This will be an opportunity to shift their career in ERP world.After six months, he/she will be confirmed & deployed at live projectSalary: Up to ₹20,000.00 per monthBenefits: Health insuranceSchedule: Day shift Monday to FridayEducation: Bachelor's (preferred)Experience:- total...

  • Domain Trainee

    1 week ago


    Gurgaon, Haryana, India Genpact Full time

    Inviting applications for the role of Domain Trainee (Linguist)Underwriting Operations (P&C) Responsibilities Manage teams of 5 10 and service level targets. Guiding direct reports. Monitor, analyze and report on trends in the key underwriting performance drivers. Led weekly/monthly/quarterly discussions on operations with client UW and company stakeholders....


  • Gurgaon, Haryana, India Vision India Services Pvt. Ltd. Full time

    Designation : Trainee Associate Consultant – Treatment AssistanceLocation : GurgaonEducation : Graduate and having Good Communications Skills.Experience : FresherRequired Skills : Solution-oriented; Proficiency in English; MS Office; Others: Avid Reader; Quick LearnerJob Description: Understand and manage Accounts, billings and receivable (under expert...


  • Gurgaon, Haryana, India Genpact Full time

    Join Genpact, a global professional services and solutions firm shaping the future with a team spanning 30+ countries and over 125,000 talented individuals. Driven by curiosity, agility, and a passion for creating value, we cater to Fortune Global 500 enterprises with a focus on digital operations, data, technology, and AI. Currently seeking applications for...


  • Gurgaon, Haryana, India Genpact Full time

    With a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with the world's biggest brands—and we have fun doing it We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We're harnessing the power of technology and humanity to create...


  • Gurgaon, Haryana, India PolicyX Full time

    Apply for Team Leaders In Health Insurance Process, Career Progress Consultants in Gurgaon for 0 - 3 Year of Experience on


  • Gurgaon, Haryana, India PolicyX Full time

    Apply for Telesales Consultants In Health Insurance Process, Career Progress Consultants in Gurgaon for 0 - 3 Year of Experience on


  • Gurgaon, Haryana, India PolicyX Full time

    Apply for Team Leaders In Health Insurance Process, Career Progress Consultants in Gurgaon for 0 - 3 Year of Experience on


  • Gurgaon, Haryana, India PolicyX Full time

    Apply for Telesales Consultants In Health Insurance Process, Career Progress Consultants in Gurgaon for 0 - 3 Year of Experience on

  • QA-trainee

    1 week ago


    Gurgaon, Haryana, India ContinuumGlobal, Inc. Full time

    QA-TRAINEE:ABOUT THE POSITION:Continuum is looking to hire a results oriented IT professional who have Thorough understanding of software development and QA processes, principles and techniques Strong analytical and communication skills.LOCATION:GurgaonRoles & Responsibility: Execute on dayto- day QA production tasks flawlessly Proper documentation of the...