Insurance & Annuities Process Trainee

1 day ago

Noida Uttar Pradesh, India Ameriprise Financial Full time

The candidate will be responsible to work with advisors and clients regarding service issues requests policies procedures and information on accounts Communication with advisors via system to assist them with their queries open issues and resolve high level problems in timely manner Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors practices To provide brilliant customer service by responding to advisor and client inquires in fact pace customer-focused environment 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 Ensure that all required information is available to accurately process requests for Account Service Utilize various computer applications to identify research issues and correspond with Advisor for further requirements Accept reject requests providing appropriate rationale on In Good Order Not in Good Order Service requests Work with appropriate internal partners or external clients to retrieve any necessary information which is missing 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 Product-specific or financial services industry experience will be an added advantage Desired experience of 0-2 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

  • Insurance & Annuities Process Trainee

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time

    The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...

  • ▷ 3 Days Left: Associate Sales Manager

    4 weeks ago

    Lucknow, Uttar Pradesh, India Max Life Insurance Full time

    JOB DESCRIPTION Job Title Associate Sales Manager Band 5A Reporting To Centre Manager Department Strategic Alliances JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business KEY RESPONSIBILITIES Lead generation at the time of account opening service call being...

  • Associate Sales Manager

    1 week ago

    Agra, Uttar Pradesh, India Max Life Insurance Full time

    JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance - Ujjivan TMB DCB SIB JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business KEY RESPONSIBILITIES Lead generation at the time of account opening...

  • Insurance Associate

    4 days ago

    Noida, Uttar Pradesh, India МетЛайф Full time

    City/Cities - Noida - Country - India - Working Schedule - Full-Time - Work Arrangement - Hybrid - Relocation Assistance Available - No - Posted Date - 14-Feb-2025 - Job ID - 6229 **Description and Requirements**: - Retrieval of Sold_Case doc from Workdesk/BIZFLOW - Review UW Notes in Workdesk (Notes Tab). - Retrieve Process Checklist from SM Knowledge...

  • Team Lead Training – Insurance Domain

    3 weeks ago

    Noida, Uttar Pradesh, India 2COMS Full time

    JD Insurance BFSI - Training Lead TL Job Summary - Responsible in overseeing the over-all performance of the aligned accounts and provides direction to team members directly reporting to him her in all aspects of Training including planning design implementation reporting and evaluation of all Training processes He she provides guidance in the development...

  • Insurance Process

    7 hours ago

    Noida, Uttar Pradesh, India thinkbiz consulting Full time

    Need insurance and recovery agent DRA certified Insurance and recovery process Min Months exp in insurance is mandatory Sec3 Noida Domestic Normal English F2f interview **Job Types**: Full-time, Permanent Pay: ₹14,000.00 - ₹18,000.00 per month Schedule: - Day shift - Morning shift Work Location: In person **Speak with the employer** +91...

  • Legal Trainee

    2 weeks ago

    Noida, Uttar Pradesh, India Viable Outsource Solution Full time

    **Job Title**: Legal Trainee **Company**: Viable Outsource Solution **Location**: Noida, Sector 63, H Block **Shift Timing**: 9 PM to 6 AM (Night Shift) **Experience Required**: 1+ year in Litigation excluding internships **Languages**: Proficiency in English (Read, Write, Speak) **Salary**: 15k for 6 months then full time employment **About Us** **Viable...

  • Trainee Process Technician

    6 days ago

    Uttar Pradesh, India PepsiCo Full time

    **Responsibilities**: Equip Supply Chain Trainees with hands-on experience in quality control, equipment operation, and process optimization within our plant. This training ensures that they gain the necessary skills and knowledge to seamlessly transition into entry-level positions upon completion of their Traineeship. **Profile**: Various Roles with...

  • Executives

    7 hours ago

    Noida, Uttar Pradesh, India EXL Services Full time

    Executives EXL/E/1440631 - Insurance Life & Annuities PlatformsNoidaPosted On 05 Aug 2025 End Date 19 Sep 2025 Required Experience 1 - 2 Years - Basic Section Number Of Positions 1 Band A1 Band Name Executives Cost Code D900155 Campus/Non Campus NON CAMPUS Employment Type Permanent Requisition Type Backfill Max CTC 350000.0000 -...

  • Bfsi Trainer

    1 week ago

    Noida, Uttar Pradesh, India ETASHA Society Full time

    **ETASHA Society**’s Project AtmaNirbhar is expanding to Greater NOIDA and Gurugram. For each of the new locations we are looking fora passionate and experienced **BFSI Trainer** to train and guide youth in the Banking, Financial Services, and Insurance sectors. **The core role, as part of the Vocational Training & Placement team, is to prepare young...