Ameriprise is currently inviting applications for the position of Insurance & Annuities Process Trainee. The role is open to graduates or post-graduates in finance, commerce, or business management, making it an ideal opportunity for individuals with educational backgrounds in these fields. With an experience requirement of 0-2 years, this position is suitable for both entry-level professionals and those with a modest amount of experience in the insurance and annuities domain. The job is located in Noida, Uttar Pradesh, India, providing a promising prospect for individuals seeking to contribute their skills and expertise to Ameriprise in a location known for its burgeoning business and professional opportunities.
Company Name: Ameriprise
Job Role: Insurance & Annuities Process Trainee
Education Required: Graduate/ Post- Graduate
Experience Required: 0-2 years
Job Location: Noida, Uttar Pradesh, India
Job Roles and 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 0-2 years in the field of brokerage and a Strong academic background/ orientation will be an added advantage.
