Internal Operational activities:
Client outreach functions
o to set up or confirm a meeting appointment date,
o to acknowledge/send greetings,
o to invite for an event,
o to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery.
o Contact client to gather factual, client-level profile information, such as age address, income and marital status
o Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment time-frame, for suitability purposes.
o Assist clients in data gathering for FP through emails
o Accept and process client orders
o Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients)
Provide an opinion (either in writing or verbally) to the advisor on the benefits or suitability of Investment to clients. (Only advisors can discuss investment recommendations with clients)
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.