Process Trainee Financial Advisory Support

0 - 2 years

0 Lacs

Posted:9 hours ago| Platform: Linkedin logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors’ practice that differentiates advisors’ practices presence on the website & social media platforms. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.Key ResponsibilitiesEnable and structure updates across multiple marketing tools being utilized as part of the processMaintaining social media platforms (Facebook & LinkedIn) with relevant and timely postsUpdating team website when necessaryEnable Drip Marketing & Prospecting for advisor practices through LinkedInEnable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s)Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.Ensure effective communication and service delivery being done as per the defined SLAs/KRAsAs required, provide support in content creation and managing social media channels

Required Qualifications

Graduate/ MBA0-2 years of experience on content creation, digital marketing sector as an associate/ analystWilling to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)Good communication skills - Proven written and oral communication skills with client service orientation

Preferred Qualifications

Prior experience in customer-based interactions roles both written and verbal will be an added advantagePrior experience on servicing and digital marketing sector will be an added advantageExperience of interacting with financial advisors/ business partners will be preferredBasics of financial planning & broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantageExperience of being part of and enabling start-ups/ new business set up approach will also considered a positive

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.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, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeTimings(8:00p-4:30a)India Business UnitAWMPO AWMP&S President's OfficeJob Family GroupBusiness Support & Operations

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You