Insurance & Annuities Process Trainee

Ameriprise Financial Services, LLC; Dadri; On-site; INR 300,000 - 420,000; Full time

Job summary

Ameriprise India LLP is seeking a capable service professional to assist advisors and clients with service issues, policies, and account information. You will communicate via system to resolve high-level problems and deliver a distinctive client experience in a fast-paced, client-focused environment.

The role emphasizes accurate processing of requests, coordination with internal partners, and ensuring timely responses to inquiries.

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.

Responsibilities

• Meet the SLA and goals set by the business unit with <=10% variation.
• Collaborate with business partners across sites to process work daily.
• Identify process improvements and partner with resources to implement solutions and ensure information is available to process requests.

Skills

Communication skills

MS Office

Customer service

Financial products knowledge

Education

Graduate/ Post-Graduate in finance/commerce

Job description

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

Job Description

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 1-2 years in the field of brokerage and a Strong academic background/ orientation will be an added advantage.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

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

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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.