Process Trainee Financial Advisory Support
Apply NowAmeriprise
Location
Gurugram, Haryana, India / Noida, Uttar Pradesh, India
Experience
Entry Level
Package
INR 5+ LPA(Expected)
Post Deadline
N/A
Job Description
- Process Trainee Financial Advisory Support
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 Responsibilities:
Enable and structure updates across multiple marketing tools being utilized as part of the process
Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
Updating team website when necessary
Enable Drip Marketing & Prospecting for advisor practices through LinkedIn
Enable 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/KRAs
As required, provide support in content creation and managing social media channels
More Info
Job Type: Full-time
Education: Bachelor's Degree
Department: Technology & Engineering
Salary: INR 5+ LPA(Expected)
Location Gurugram, Haryana, India / Noida, Uttar Pradesh, India
Relative Work Experience: Entry Level
Role: Process Trainee Financial Advisory Support
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