Scheduling Assistant

Ameriprise-Financia; Gurugram District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Ameriprise India LLP is seeking a Regional Scheduling Assistant to drive high-impact advisor engagement through strategic scheduling, calendar optimization, and SOP-driven execution. You will handle high-volume outreach, ensure precision in Salesforce and Outlook, and align with regional priorities.

The role requires strong communication, CRM experience, and the ability to coordinate across multiple time zones while maintaining 100% CRM hygiene.

Qualifications

• Experience in outbound calling/tele-sales with appointment targets.
• Strong communication and persuasion skills with CRM proficiency.
• Ability to manage calendars across multiple time zones and support US-based stakeholders.

Responsibilities

• Schedule meetings aligned to PCD priorities and advisor segmentation.
• Maintain calendar accuracy in Outlook and Salesforce with real-time updates.
• Log calls and emails with complete details and track scheduling metrics.
• Prepare weekly scheduling reports and assist with expense management processes.

Skills

Outbound calling

Calendar management

CRM tools

Outlook

Excel

MS Teams

SharePoint

Travel & expense management

Tools

Salesforce

Outlook

Excel

MS Teams

SharePoint

Box

Ariba

Job description

About Our CompanyAmeriprise 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 DescriptionPartner 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) it is expected that you are able to 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.Strategic Scheduling & Advisor Engagement (40%)Proactively contact advisors via phone/email to schedule meetings aligned to PCD’s priorities and advisor segmentationDrive scheduling for:Focus advisors90-day no-contact advisorsRegional and National event follow-upsCommunicate value proposition effectively to increase advisor participationManage calendar conflicts, renegotiate schedules, and align with leader preferencesEnsure optimal calendar structure (no overload, spacing, adherence to preferences)Partner with Consulting Directors to maintain <1% no-show rateCalendar & CRM (Salesforce + Outlook) Excellence (25%)Calendar (Outlook) accuracy & updatesMaintain real-time updates for all scheduling activities in Salesforce and OutlookEnsure:Accurate meeting details (time zone, participants, agenda)Alignment with leader preferences and availabilityNo duplicate or conflicting entriesProactively manage calendars, avoid scheduling during PTO; prevent back-to-back meetings beyond agreed limits, manage reschedules etc.Send:Immediate confirmations post schedulingReminder emails (1 day prior or as per preference)Salesforce data Accuracy & Real-Time UpdatesEnter all appointments immediately in Salesforce after scheduling ; Ensure 100% real-time CRM hygiene and reporting accuracyLog all call/email activities daily with complete detailsTrack engagement, advisor attendance, and scheduling metrics in Salesforce.Operational Excellence & Reporting (20%)Track weekly scheduling performance and maintain95% cadence adherenceShare weekly reports with Consulting Directors by the end of last working day (90% closure)Setup and Lead regular 1:1 connects with the Product Consulting Directors to discuss action plans, scheduling and expense management updates and other strategic planning.Share Minutes of the meeting reports with Consulting Director with copy to IND/US business partners within 24 hours with action tracking (90% closure).Identify and implement at least 2 process improvements annually in:Scheduling workflowsSalesforce data accuracyQA processesLeverage reporting insights to improve advisor engagement and efficiencyCollaborate closely with Product Consulting Directors, and peersInfluence adherence to:Scheduling disciplineProfile preferencesEvent timelines and follow-upsBuild strong relationships with advisors and staff to enhance scheduling success.Expense & Compliance Management (10%)Prepare, review, and submit Concur expense reports within policy timelinesEnsure, accuracy, completeness, and compliance of submissionUse correct cost center allocation, mileage allocationProvide feedback and document best practices for expense managementEvent, Travel & Additional Support (5%)Support Product Consulting Directors in:Organizing local advisor engagement eventsScheduling branch meetingsAct as backup for peers and ensure seamless coverage during absencesRequired QualificationsExperience 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, with experience using CRM tools (e.g., Salesforce) in a metric-driven, quality-focused environment.Experience in handling calendars, expense, and travel management.Ability to manage multiple time zonesExperience supporting US-based or multinational stakeholdersHigh attention to detail and ability to multitaskProven ability to work independently with high accountabilityProficient in Outlook, Excel, Salesforce, MS Teams, Sharepoint, Box, AribaDetail oriented.Ability to recognize financial impacts and respond or escalate, as appropriate.Ability to take initiative and remain team player, act proactively, and think creatively.Ability to work independently following established procedures.In-Office CollaborationWe 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-TimeFull timeTimings(4:45p-1:15a)India Business UnitAWMPO AWMP&S President's OfficeJob Family GroupBusiness Support & OperationsAmeriprise 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.