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. 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 outstanding 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.
Job Description
Partner with Regional Product Consulting Directors (PCD)
to drive high-impact advisor engagement through strategic scheduling, proactive calendar management, and operational excellence. As a Regional Scheduling Assistant (RSA) it is expected that you are able to drive structured advisor engagement, precise calendar optimization, and consistent adherence to scheduling processes and standards. The role combines high-volume proactive outreach, real-time Salesforce data management, and SOP-driven execution, ensuring a seamless advisor experience.
Strategic Scheduling & Advisor Engagement (40%)
- Proactively contact advisors via phone/email to schedule meetings aligned to PCD’s priorities and advisor segmentation
- Drive scheduling for:
- Focus advisors
- 90-day no-contact advisors
- Regional and National event follow-ups
- Communicate value proposition effectively to increase advisor participation
- Manage calendar conflicts, renegotiate schedules, and align with leader preferences
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