Utilize and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products ONE Financial Sweep Money Markets Bank CDs Savings Account etc by communicating product benefits features sales strategies rules regulations and suitability in response to inbound sales calls Make periodic outbound calls for specific campaigns and or other approved activities 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 apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products ONE Financial Sweep Money Markets Bank CDs Savings Account etc by communicating product perks features sales and marketing strategies rules regulations and suitability Respond swiftly and courteously to advisor questions concerns or complaints Support and partner with other sales members by referring consultation opportunities managing the team mailbox running reports providing advisor feedback etc Ensure all relevant sales call information is captured accurately in Salesforce CRM including tasks pipelines and success concerns Collaborate with external partner s and internal resources to develop and implement business plans to maximize sales Periodically participate in approved outbound call campaigns for a variety of reasons e g focus areas for team following up to conference promotion awareness etc Stay abreast of 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 as defined by Proven ability to articulate complex information clearly and concisely Proven ability to quickly establish rapport and credibility Fundamental knowledge of and ability to apply consultative selling techniques 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-Time Full timeTimings 8 00p-4 30a India Business Unit AWMPO AWMP S President s OfficeJob Family Group Business Support Operations

📌 National Sales Consultant (Haryana)
🏢 Ameriprise Financial
📍 Haryana