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, cooperative culture that rewards you for your
contributions, and work with other talented individuals who share your passion
for doing excellent 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 robust, 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.
Key Responsibilities
Strategic Scheduling & Advisor Engagement
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 lead