Job
Description
As an individual working at Ameriprise India LLP, your role will involve utilizing and applying technical product expertise and consultation skills to assist advisors with Cash and Bank Deposit products such as ONE Financial, Sweep, Money Markets, Bank CDs, and Savings Account. You will be responsible for communicating product benefits, features, sales strategies, rules, regulations, and suitability in response to inbound sales calls. Additionally, you will make periodic outbound calls for specific campaigns and partner closely with other sales members and internal business partners to support client/advisor needs and business objectives. Key Responsibilities: - Answer inbound advisor calls and provide technical product expertise and consultation on Cash and Bank Deposit products. - Support and partner with other sales members by referring consultation opportunities, managing the team mailbox, and providing advisor feedback. - Ensure accurate capture of sales call information in Salesforce CRM and collaborate with external partners to develop and implement business plans. - Participate in approved outbound call campaigns for various reasons and stay updated on product, company, and regulatory changes. Required Qualifications: - 3-5 years of bank or financial sales experience - Obtain FINRA Series 7 within 12 months of hiring - Knowledge of US banking products and industry - Excellent communication and presentation skills through phone and webinar platforms - Ability to articulate complex information clearly and concisely - Ability to establish rapport and credibility quickly - Fundamental knowledge of consultative selling techniques About Our Company: Ameriprise India LLP has a 125-year history of providing client-based financial solutions to help clients achieve their financial goals. Headquartered in Minneapolis, USA, with a global presence, the firm focuses on Asset Management and Advice, Retirement Planning, and Insurance Protection. Join our inclusive and collaborative culture that rewards contributions and offers opportunities for career growth and community impact. Please note that the job is full-time with timings from 8:00 PM to 4:30 AM and falls under the Business Support & Operations job family group within the AWMP&S President's Office of the India Business Unit. As an individual working at Ameriprise India LLP, your role will involve utilizing and applying technical product expertise and consultation skills to assist advisors with Cash and Bank Deposit products such as ONE Financial, Sweep, Money Markets, Bank CDs, and Savings Account. You will be responsible for communicating product benefits, features, sales strategies, rules, regulations, and suitability in response to inbound sales calls. Additionally, you will make periodic outbound calls for specific campaigns and partner closely with other sales members and internal business partners to support client/advisor needs and business objectives. Key Responsibilities: - Answer inbound advisor calls and provide technical product expertise and consultation on Cash and Bank Deposit products. - Support and partner with other sales members by referring consultation opportunities, managing the team mailbox, and providing advisor feedback. - Ensure accurate capture of sales call information in Salesforce CRM and collaborate with external partners to develop and implement business plans. - Participate in approved outbound call campaigns for various reasons and stay updated on product, company, and regulatory changes. Required Qualifications: - 3-5 years of bank or financial sales experience - Obtain FINRA Series 7 within 12 months of hiring - Knowledge of US banking products and industry - Excellent communication and presentation skills through phone and webinar platforms - Ability to articulate complex information clearly and concisely - Ability to establish rapport and credibility quickly - Fundamental knowledge of consultative selling techniques About Our Company: Ameriprise India LLP has a 125-year history of providing client-based financial solutions to help clients achieve their financial goals. Headquartered in Minneapolis, USA, with a global presence, the firm focuses on Asset Management and Advice, Retirement Planning, and Insurance Protection. Join our inclusive and collaborative culture that rewards contributions and offers opportunities for career growth and community impact. Please note that the job is full-time with timings from 8:00 PM to 4:30 AM and falls under the Business Support & Operations job family group within the AWMP&S President's Office of the India Business Unit.
