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 benefits/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
Timings
India Business Unit
Job Family Group
