Technical Guide Advice Support

5 months ago

Gurugram, India Ameriprise Financial Full time
This position will work as a part of the ABDG Centralized Desk and provide support on driving ‘Goal Based Advice’ including Comprehensive and Foundation Advice. This would include support on Financial Planning tools, concepts, support on AFPS/ CAF set-up queries, etc. This would be an on-request support available to the advisors to help them on more complex questions. While advice would be the focus, the role is expected to support some of the other advisor tools like CRM, eMeeting, etc., especially through the advanced capabilities.

Key Responsibilities

Coach and support advisors on Financial Planning and Advice concepts, including Advice dashboard, AFPS/ CAF set-up, tools, etc. Support incremental queries related to CRM, eMeeting, Advice Inisghts, etc. Partner closely with RSM team to support one to many coaching engagements Support campaigns to drive within the designated advisor groups/ territories including Comprehensive and Foundational Engage with advisors and field partners on queries, particularly related to advice Participate in Advice content and tools enhancements, sharing first hand feedback from advisors and staff

Qualifications

Excellent verbal and written communication skills Knowledge of Financial Planning/ advice principles, tools and the approach Ability to collaborate, develop, and maintain relationships with field leaders. Experience working with the advisors. Effective time management skills Strong attention to detail and organization Ability to comprehend newer field technologies and guide advisors on enhanced capabilities and features. Trouble-shooting and Problem Solving skills Positive attitude and willingness to constantly learn and grow.

Eligibility

Bachelor’s degree or equivalent; 3 to 5 yrs of experience Previous experience in financial services industry Prior knowledge of Advice concepts and tools would be preferred. Current designation: Senior Analyst/ Team Lead (Band 29/ 30) Willing to work evening hours: 8 pm to 4:30 am Location: Gurugram

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

Sales

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