Process Trainee Financial Advisory Support

1 day ago

Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 4,00,000 - ₹ 8,00,000 per year
The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors' practice that differentiates advisors' practices presence on the website & social media platforms. 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.

Key Responsibilities

  • Enable and structure updates across multiple marketing tools being utilized as part of the process
  • Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
  • Updating team website when necessary
  • Enable Drip Marketing & Prospecting for advisor practices through LinkedIn
  • Enable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s)
  • Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
  • Ensure effective communication and service delivery being done as per the defined SLAs/KRAs
  • As required, provide support in content creation and managing social media channels

Required Qualifications

  • Graduate/ MBA
  • 0-2 years of experience on content creation, digital marketing sector as an associate/ analyst
  • Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) 
  • Good communication skills - Proven written and oral communication skills with client service orientation

Preferred Qualifications

  • Prior experience in customer-based interactions roles both written and verbal will be an added advantage
  • Prior experience on servicing and digital marketing sector will be an added advantage
  • Experience of interacting with financial advisors/ business partners will be preferred
  • Basics of financial planning & broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
  • Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive

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

  • Analyst Financial Advisory Support

    5 days ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    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...

  • Financial Analyst- Advisory

    2 weeks ago

    Gurgaon, Haryana, India Dawn & Dusk Advisors Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Financial Analyst – Advisory (Valuation, Financial Due Diligence & Investment Banking)Location: GurgaonFirm Type: Boutique Advisory FirmReporting To: PartnerAbout the Firm:We are a boutique advisory firm specializing in M&A, fundraising, valuation, and financial due diligence for mid-market companies across India and overseas. Our work...

  • Analyst Financial Advisory Support

    2 days ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    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 anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

  • Senior Analyst Financial Advisory Support

    2 days ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    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...

  • CS Trainee

    2 weeks ago

    Gurgaon, Haryana, India Oxyzo Financial Services Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    CS Trainee Oxyzo Financial Services is looking for a CS Trainee to join our Compliance Team in Gurugram. This role offers a fantastic opportunity to gain hands-on exposure in compliance, NBFC regulations, and corporate governance while working with one of India's fastest-growing NBFCs. Eligibility Criteria:The candidate must have successfully...

  • Financial Advisory Senior Associate

    5 days ago

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

    Job Description Financial Advisory Senior Associate - 5 Years - Gurgaon Discipline: ValuationsJob type: PermanentContact name: Shubhi KumarContact email: Job ref: 73961Published: about 7 hours ago Senior Associate Financial Advisory (Valuations) 5 Years Gurgaon Summary An exciting opportunity to work at the intersection of private markets, valuation,...

  • Advisory Associate

    2 weeks ago

    Gurgaon, Haryana, India Aurora Energy Research Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    DescriptionBased in Gurugram, you will be a senior member of the Indian advisory team at Aurora, delivering cutting-edge advisory services for clients across the energy transition. You will manage junior colleagues in developing insights to help clients make better strategic and investment choices. You will support all aspects of client engagement: helping...

  • Financial Advisor

    1 week ago

    Gurgaon, Haryana, India Stellar Fortune Financial Services Private Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Roles and ResponsibilitiesProvide financial advisory services to clients, focusing on their specific needs and goals.Develop and maintain strong relationships with existing clients through regular communication and follow-ups.Identify new business opportunities by networking, attending industry events, and leveraging referrals.Conduct market research to stay...

  • Associate - Finance

    2 days ago

    Gurgaon, Haryana, India Catalyse Advisory Llp Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Catalyse, a leading financial advisory and consulting firm, we empower businesses with strategic financial insights and robust compliance solutions. We're looking for a highly motivated and skilled Senior Associate to join our Gurugram team. This role is perfect for a CA dropout with significant experience, ideally from a CA firm, who can manage financial...

  • Article Trainee

    1 week ago

    Gurgaon, Haryana, India Lotus Feet Consulting LLP Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Company DescriptionAt Lotus Feet Consulting LLP, we strive to offer best-in-class quality services through a skilled and expert team of professionals, catering to the diverse needs of our clients. Our mission is to exceed client expectations and help them succeed in their respective fields. We support clients in expanding into new horizons and tackling new...