Regional Scheduling Assistant

Ameriprise Financial Services, LLC; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

In-office 3 days/week

Two days work from home

Job summary

Ameriprise India LLP is seeking a Regional Scheduling Assistant to drive high-impact advisor engagement through strategic scheduling, calendar optimization, and CRM hygiene. You will manage high-volume outreach, ensure real-time Salesforce updates, and adhere to SOPs to deliver a seamless advisor experience.

The role requires coordinating across multiple time zones, supporting US-based stakeholders, and maintaining precise calendar structures while driving eligible scheduling outcomes.

Qualifications

• Experience in outbound calling/tele-sales or voice-based BPO roles.
• Strong communication, influencing and objection-handling skills; experience using CRM tools (e.g., Salesforce).
• Experience managing calendars, expense, and travel management.
• Ability to manage multiple time zones.
• Experience supporting US-based or multinational stakeholders.
• High attention to detail and ability to multitask.
• Proven ability to work independently with high accountability.
• Proficiency in Outlook, Excel, Salesforce, MS Teams, SharePoint, Box, Ariba.
• In-office collaboration: work in office at least three days per week, with flexibility to work from home two days per week.

Responsibilities

• Proactively contact advisors to schedule meetings aligned to PCD priorities.
• Maintain Outlook calendar accuracy and real-time Salesforce updates.
• Track scheduling performance and share weekly reports with leadership.
• Ensure adherence to scheduling discipline and preferences.
• Prepare, review, and submit Concur expense reports within policy timelines.
• Support local advisor engagement events and branch meetings.

Skills

Outbound calling

CRM familiarity

Calendar management

Multi-time zone coordination

Communication skills

Attention to detail

Independence

Proactive thinking

Team player

Tools

Salesforce

Outlook

Excel

MS Teams

SharePoint

Box

Ariba

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.

Job Overview

Partner with Regional Product Consulting Directors (PCD) to drive high-impact advisor engagement through strategic scheduling, proactive calendar management, and operational excellence. As a Regional Scheduling Assistant (RSA) you will drive structured advisor engagement, precise calendar optimization, and consistent adherence to scheduling processes and standards. The role combines high-volume proactive outreach, real‑time Salesforce data management, and SOP-driven execution, ensuring a seamless advisor experience.

Responsibilities

• Strategic Scheduling & Advisor Engagement (40%)
  • Proactively contact advisors via phone/email to schedule meetings aligned to PCD’s priorities and advisor segmentation.
  • Drive scheduling for focus advisors, 90‑day no‑contact advisors, and regional and national event follow‑ups.
  • Communicate value proposition effectively to increase advisor participation.
  • Manage calendar conflicts, renegotiate schedules, and align with leader preferences.
  • Ensure optimal calendar structure (no overload, proper spacing, adherence to preferences).
  • Partner with Consulting Directors to maintain <1% no‑show rate.
• Calendar & CRM (Salesforce + Outlook) Excellence (25%)
  • Maintain Outlook calendar accuracy and updates.
  • Maintain real‑time updates for all scheduling activities in Salesforce and Outlook.
  • Ensure accurate meeting details (time zone, participants, agenda) and alignment with leader preferences.
  • Avoid duplicate or conflicting entries; do not schedule during PTO or back‑to‑back meetings beyond agreed limits.
  • Send immediate confirmations post scheduling and reminder emails (1 day prior or as per preference).
  • Enter all appointments immediately in Salesforce after scheduling; ensure 100% real‑time CRM hygiene and reporting accuracy.
  • Log all call/email activities daily with complete details.
  • Track engagement, advisor attendance, and scheduling metrics in Salesforce.
• Operational Excellence & Reporting (20%)
  • Track weekly scheduling performance and maintain ≥95% cadence adherence.
  • Share weekly reports with Consulting Directors by the end of the last working day (≥90% closure).
  • Set up and lead regular 1:1 connects with the Product Consulting Directors to discuss action plans, scheduling, and expense management updates.
  • Share minutes of meeting reports with Consulting Directors and additional business partners within 24 hours with action tracking (≥90% closure).
  • Identify and implement at least 2 process improvements annually in scheduling workflows, Salesforce data accuracy, and QA processes.
  • Leverage reporting insights to improve advisor engagement and efficiency.
• Influence Adherence To
  • Scheduling discipline, profile preferences, event timelines and follow‑ups.
  • Build strong relationships with advisors and staff to enhance scheduling success.
• Expense & Compliance Management (10%)
  • Prepare, review, and submit Concur expense reports within policy timelines.
  • Ensure accuracy, completeness, and compliance of submission.
  • Allocate correct cost center and mileage.
  • Provide feedback and document best practices for expense management.
• Event, Travel & Additional Support (5%)
  • Support Product Consulting Directors in organizing local advisor engagement events.
  • Schedule branch meetings.
  • Act as backup for peers and ensure seamless coverage during absences.

Required Qualifications

• Experience in outbound calling/tele‑sales or voice‑based BPO roles with proven ability to manage high‑volume outreach, follow structured scripts, and achieve appointment conversion targets.
• Strong communication, influencing and objection‑handling skills; experience using CRM tools (e.g., Salesforce) in a metric‑driven, quality‑focused environment.
• Experience managing calendars, expense, and travel management.
• Ability to manage multiple time zones.
• Experience supporting US‑based or multinational stakeholders.
• High attention to detail and ability to multitask.
• Proven ability to work independently with high accountability.
• Proficiency in Outlook, Excel, Salesforce, MS Teams, SharePoint, Box, Ariba.
• Detail oriented with ability to recognize financial impacts and respond or raise issues as appropriate.
• Initiative, proactive, creative thinking, and team player mentality.
• In‑office collaboration: work in office at least three days per week, with flexibility to work from home two days per week.

Equal Opportunity Employer

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.