Process Trainee -Financial Advisory Support
Ameriprise
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This role on the market
1,655 open financial roles across 280 companies are on ApplySarthi right now, most of them in Bengaluru (81), Delhi NCR (33), Mumbai (17).
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What financial roles keep asking for: Accounting (44%), Excel (31%), SQL (17%), Stakeholder management (17%), Financial modelling (14%), SAP (14%) — counted across their open postings here.
Ameriprise has 232 open roles listed here.
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Counted across 14 company job boards, updated as roles open and close.
Preparing for this interview
Interviews for financial roles keep coming back to Accounting, Excel, SQL, Stakeholder management. Practise those questions before you sit with Ameriprise.
Questions you are likely to be asked
- Why do you want to join Ameriprise?
- How would you explain a variance to a manager who is not from finance?
- Walk me through a month-end close you have handled.
- Tell me about an error you found in the accounts. How did you trace it?
- How do you make sure your work meets the rules and deadlines?
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Practise the Process Trainee -Financial Advisory Support at Ameriprise interview free →About Our Company 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 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. Job Description The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors’ practice that differentiates advisors’ practices presence on the website & social media platforms. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Enable and structure updates across multiple marketing tools being utilized as part of the process Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts Updating team website when necessary Enable Drip Marketing & Prospecting for advisor practices through LinkedIn Enable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s) Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. Ensure effective communication and service delivery being done as per the defined SLAs/KRAs As required, provide support in content creation and managing social media channels Required Qualifications Graduate/ MBA 0-2 years of experience on content creation, digital marketing sector as an associate/ analyst Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) Good communication skills - Proven written and oral communication skills with client service orientation Preferred Qualifications Prior experience in customer-based interactions roles both written and verbal will be an added advantage Prior experience on servicing and digital marketing sector will be an added advantage Experience of interacting with financial advisors/ business partners will be preferred Basics of financial planning & broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive Full-Time/Part-Time Full time Timings (8:00p-4:30a) India Business Unit AWMPO AWMP&S President's Office Job Family Group Business Support & Operations 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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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Listed on workday · posted 2026-11-04. ApplySarthi collects openings and links to application pages; the role is advertised by Ameriprise, not by us.