Process Trainee Financial Advisory Support

**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...

**Key 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...

**Key Responsibilities**- o 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...

**Key Responsibilities** - Internal Operational activities: - Assist Client Relationship Managers in servicing clients through operational and analytical support. - Prepare Client Relationship Managers for sales presentations and interactions with clients. - Executing routine transactions, such as completing and processing client paperwork. - Gathering and...

Part of a team that establishes, supports and continuously improves the enterprise information security policies, practices and standards. P **Key Responsibilities** - Provide timely and effective operational support for the firm's information security tools, processes and practices. - Partner with other support teams and vendors to resolve problems or...

As a CA Article Trainee, you will undergo practical training under the guidance of a qualified Chartered Accountant. You will be exposed to various functions related to auditing, taxation, accounting, and financial advisory services. This training is designed to equip you with real-world experience and enhance your theoretical knowledge in the field of...

**Job Description**: **Responsibilities** **Responsibilities**: Responsibilities include support of hardware/software/network technologies production environment by pro-actively monitoring and quickly responding to hardware/software/network incidents across multiple technologies within the technical area of expertise. Collaborate with vendor/contractor...

Drive effective and efficient project delivery and perform project delivery related governance and compliance functions as required. Leads t **Key Responsibilities** - Working in Disaster Recovery/Business Continuity planning processes and test execution, ensuring year-round DR readiness and awareness. - Planning and leading the Governance process with all...

**Responsibilities** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. -...

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...

**Role Description** This is a full-time, on-site Client Support Trainee role located in Gurugram. The Client Support Trainee will be responsible for responding to customer inquiries, resolving issues, and communicating with other teams to ensure customer satisfaction. The Trainee will also troubleshoot technical problems and document interactions. **Key...

If you are driven to succeed and prepared to meet the ever-changing needs of our industry, then you are ready for a career at Ameriprise. **Responsibilities** **Required Qualifications** 0.6 to 1 year relevant experience **About Our Company** Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their...

If you are driven to succeed and prepared to meet the ever-changing needs of our industry, then you are ready for a career at Ameriprise. **Key Responsibilities**: - Maintain knowledge of evolving industry trends, practices, techniques and standards; - Manage delivery, priority and distribution of responsibilities to employee and vendor developers; -...

**Role**:Tele-Sales Executive **Location**:Gurgaon As a Tele Sales Executive, you will be responsible for driving our sales initiatives by generating leads, engaging potential clients, and promoting our financial advisory services over the phone. This position offers significant hands-on experience in sales and customer relationship management within the...

**Key Responsibilities** - Demonstrate analytical capability to perform analysis on active issues, identifying resolution & performing root cause analysis **Required Qualifications** Bachelors/Master degree in Computer Science/Information Systems or equivalent. Person should have above qualifications and 0-2 years of experience in relevant disciplines...

**Job Title: Accounts Trainee** **Location: Faridabad** **Company: VaaaN Infra Private Limited** **# Job Summary**: We are seeking a motivated and detail-oriented Trainee Accountant to join our finance team. This entry-level position offers an excellent opportunity for recent graduates or individuals aspiring to start their career in accounting. The...

Execute consulting projects for different clients related to ESG/ Sustainability Advisory across areas such as ESG Strategic Direction covering stakeholder engagement and materiality assessment, ESG Policy and Governance Framework, Sustainability Reporting & Disclosures based on different frameworks, GHG Accounting, Decarbonization Roadmap using SBTi...

This position will be responsible to manage the Vendor Financial Health Check, OFAC check and participate in VRA calls & in risk and security processes for Ameriprise Third Party Risk Management. Job Responsibilities Participate in risk and security processes for Ameriprise Third Party Risk Management. Perform due diligence related to Third Party...

Designation-** **Graduate Trainee Location - Mumbai / Pune / Gurgaon **KEY ROLES & RESPONSIBILITIES** - Work with the team to support various activities in the credit risk value chain for a portfolio of corporates - Supporting in surveillance of portfolios and preparation of event notes - Supporting the team in MIS reporting activities - Supporting in...

**Job Title: Finance Trainee** **Department: Finance** **Location: Sector 49, Gurugram** **Overview**: **Key Responsibilities**: Financial Analysis: Conduct thorough financial analysis to support decision-making processes. Assist in the preparation of financial reports, forecasts, and budgets. Analyze financial statements and trends to identify areas of...