Insurance & Annuities Process Trainee IND

2 days ago

Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 8,00,000 - ₹ 12,00,000 per year

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

  • Specialist (Quality)- Life Insurance and Annuities

    2 days ago

    Gurgaon, Haryana, India Zinnia Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    WHAT YOU'LL DO: We are seeking a detail-oriented and analytical Life and Annuity Backend Quality Associate to support our operations team. This role involves managing the end-to-end review of processing of life insurance and annuity transactions, ensuring accuracy, compliance with regulatory requirements, and timely review of processing of...

  • Process Associate Quality Auditor Life Insurance

    3 weeks ago

    Gurgaon, Haryana, India Genpact Full time

    Job DescriptionReady to shape the future of workAt Genpact, we don't just adapt to change-we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced technology solutions to help global enterprises work smarter, grow...

  • Domain Trainee- Insurance/underwriting

    3 weeks ago

    Gurgaon, Haryana, India GENPACT Full time

    Ready to shape the future of work At Genpact we don t just adapt to change we drive it AI and digital innovation are redefining industries and we re leading the charge Genpact s AI Gigafactory our industry-first accelerator is an example of how we re scaling advanced technology solutions to help global enterprises work smarter grow faster and...

  • Domain Trainee- Insurance/Underwriting

    3 weeks ago

    Gurgaon, Haryana, India Genpact Full time

    Job DescriptionReady to shape the future of workAt Genpact, we don't just adapt to change-we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced technology solutions to help global enterprises work smarter, grow...

  • Admin Asst Process Trainee Ind

    4 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time

    Entry-level position is designed to provide hands-on experience and training in administrative processes and office management We are seeking a motivated and detail-oriented Administrative Assistant professionals to join our team Admin will get hands-on experience of supporting 2-3 leaders across locations time-zones in scheduling meetings submit...

  • Admin Asst Process Trainee IND

    4 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time

    Job DescriptionEntry-level position is designed to provide hands-on experience and training in administrative processes and office management. We are seeking a motivated and detail-oriented Administrative Assistant professionals to join our team. Admin will get hands-on experience of supporting 2-3 leaders across locations/ time-zones in scheduling meetings,...

  • Assistant Manager- Insurance Operations

    3 weeks ago

    Gurgaon, Haryana, India Genpact Full time

    Job DescriptionReady to shape the future of workAt Genpact, we don&rsquot just adapt to change&mdashwe drive it. AI and digital innovation are redefining industries, and we&rsquore leading the charge. Genpact&rsquos AI Gigafactory, our industry-first accelerator, is an example of how we&rsquore scaling advanced technology solutions to help global enterprises...

  • Trainee

    6 days ago

    Gurgaon, Haryana, India Groz Engineering Tools Pvt. Ltd. Full time ₹ 3,60,000 - ₹ 4,20,000 per year

    Job Title - Graduate TraineeDepartment - International SalesLocation - Gurgaon / GurugramExperience - FresherQualification - B.A. / B.ComResponsibility :Screen and process orders in SAP.Issue order confirmations and proforma invoices to customers.Provide pre-shipment and post-shipment details to customers.Create credit and debit notes in SAP as...

  • Chief Manager

    1 week ago

    Gurgaon, Haryana, India maxlifeins Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    BRIEF PROFILE AND WORK EXPECTATIONS FROM THE CANDIDATE:      Run the IND AS 117 Steercom, weekly update call with senior leaders.Run the IND AS 117 Project Management Office.IND AS 117 proforma financials as asked by the regulator.Actively participation on IND AS working group callsTrack the IND AS 117 progress as per agreed project plan.Conducting...

  • Process Trainer

    6 days ago

    Gurgaon, Haryana, India Policybazaar Full time ₹ 1,20,000 - ₹ 3,60,000 per year

    Job Description Process Trainer - InsuranceLocation Gurgaon - Sec 446 Days WorkingJob ResponsibilitiesIdentifying the training needs across levels & conducting Refresher Training for the employees to improve productivity.Coordinate training schedule, set up, creation of training materials and follow-up.Training new employees in areas including sales...