Digital Marketing Analyst

Jobtailor; Gurugram District; On-site; INR 550,000 - 900,000; Full time

Job summary

Ameriprise in Gurugram, India seeks a details-oriented associate to support APWG advisors and CSAs in client servicing, meeting preparation, and paperwork processing. The role includes enabling investments, trade execution, and ongoing administrative tasks.

The candidate will coordinate meetings, assist with marketing events, and help clients access Ameriprise tools. Willingness to pursue licenses and work CST hours is required.

Qualifications

• Willingness to pursue licensing certifications (Series 7 and possibly State securities).
• Willingness to work evening hours: 8:00 pm to 4:30 am CST 9:30 am to 6 pm CST.
• Good communication skills.
• Basic/MS Office suite proficiency (PowerPoint, Excel, Word).
• Attention to detail with high accuracy.
• Ability to meet strict SLAs for advisor practices.
• Experience with advisors or US business partners is preferred.
• Exposure to financial products like mutual funds, insurance, retirement plans, and financial planning is an added advantage.

Responsibilities

• Assist APWG advisors and CSAs in servicing clients, including preparing basic financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, creating agendas, summarizing meetings, and providing necessary follow‑up.
• Prepare and ensure new business paperwork is submitted, including forms, signatures, and home office documentation; track insurance/annuity applications and rollovers.
• Coordinate marketing events and prepare marketing compliance documentation.
• Provide general administrative duties such as answering calls, processing expense reports, preparing client correspondence, and setting up client files.
• Assist advisors in increasing social media presence (Facebook & LinkedIn) with updates.
• Help clients enroll in and service Ameriprise tools.
• Mentor and support new team members to accelerate onboarding.

Skills

Communication skills

Attention to detail

Time management

Mentoring & onboarding

Client service

Licensing readiness

Tools

MS PowerPoint

MS Excel

MS Word

Job description

Responsibilities

• Assist APWG advisors and CSAs in servicing clients, including preparing basic financial plans, conducting investment research, and completing trades and transactions (money movement, new account opening, etc.) as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, creating agendas, summarizing meetings, and providing necessary follow‑up.
• Prepare and ensure new business paperwork is successfully submitted, including preparing forms, obtaining appropriate signatures, preparing documentation to send to the home office, tracking new insurance/annuity applications, and coordinating rollovers.
• Prepare for and coordinate marketing events, including creating marketing compliance documentation.
• Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, setting up client files, copying and new‑business correspondence, and issuing alerts.
• Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely updates.
• Help clients enroll in and service various Ameriprise tools.
• Mentor and support new team members to facilitate a smooth onboarding experience and accelerate their professional development.

Requirements

• Willingness to pursue licensing certifications as needed (SERIES 7 and possibly also State Securities, State IAR, State Insurance).
• Willingness to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6 pm CST).
• Good communication skills.
• Basic understanding of MS PowerPoint, MS Excel, and MS Word.
• Attention to detail with high accuracy levels.
• Ability to meet strict timelines per the agreed SLAs for advisor practices.
• Experience interacting with advisors or U.S. business partners is preferred.
• Exposure to financial products such as mutual funds, insurance, retirement plans, and financial planning is an added advantage.