Insurance & Annuities Process Trainee
Location
Noida, Uttar Pradesh, India
Work type
Hybrid
Employment
Full Time
Experience
0-2 years
Compensation
Compensation not disclosed
Posted
4d ago
Summary and responsibilities
Role overview
Summary
The candidate will handle service issues, requests, policies, and information for advisors and clients, focusing on timely problem resolution and delivering a unique client experience. Key responsibilities include meeting SLAs, collaborating with business partners, identifying process improvements, and utilizing computer applications to process requests accurately.
The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment
Key Responsibilities
Should be able to meet the SLA and Goals set by their respective business unit. No more than 10% of variation from the average team number.
Collaborate with business partners across different sites on a daily basis to process work
Identify process improvements and partner with appropriate resources to implement solutions. Ensure that all required information is available to accurately process requests for Account Service. Utilize various computer applications to identify & research issues and correspond with Advisor for further requirements.
Accept/reject requests providing appropriate rationale on In Good Order/Not in Good Order Service requests.
Work with appropriate internal partners or external clients to retrieve any necessary information which is missing.
Required Qualifications
Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline
Strong written and verbal communication skills & presentation skills.
Working Knowledge of Microsoft Office.
Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.
Preferred Qualifications
Product-specific or financial services industry experience will be an added advantage.
Desired experience of 1-2 years in the field of brokerage and a Strong academic background/ orientation will be an added advantage.
Updated 4d ago
Candidate fit
Skills and qualifications
Additional skills
Experience
0-2 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
Ameriprise India LLP
Team size
Growing team
Location
Noida, Uttar Pradesh, India
Ameriprise 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.
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Insurance & Annuities Process Trainee
Noida, Uttar Pradesh, India • Full Time