Regional Scheduling Assistant

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

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 leader preferences

Ensure optimal calendar structure (no overload, spacing, adherence to preferences)

Partner with Consulting Directors to maintain <1% no-show rate

Calendar & CRM (Salesforce + Outlook) Excellence

Calendar (Outlook) accuracy & updates

Maintain real-time updates for all scheduling activities in Salesforce and Outlook

Ensure:Accurate meeting details (time zone, participants, agenda)

Alignment with leader preferences and availability

No duplicate or conflicting entries

Proactively manage calendars, avoid scheduling during PTO; prevent back-to-back meetings beyond agreed limits, manage reschedules etc.

Send:Immediate confirmations post scheduling

Reminder emails (1 day prior or as per preference)

Salesforce data Accuracy & Real-Time Updates

Enter all appointments immediately in Salesforce after scheduling; Ensure real-time CRM hygiene and reporting accuracy

Log all call/email activities daily with complete detail.

Track engagement, advisor attendance, and scheduling metrics in Salesforce.

Operational Excellence & Reporting

Track weekly scheduling performance and maintain ≥95% cadence adherence

Share weekly reports with Consulting Directors by the end of last working day (≥90% closure)

Setup and Lead regular 1:1 connects with the Product Consulting Directors to discuss action plans, scheduling and expense management updates and other strategic planning.

Share Minutes of the meeting reports with Consulting Director with copy to IND/US business partners within 24 hours with action tracking (≥90% closure).

Identify and implement at least 2 process improvements annually in:Scheduling workflows

Salesforce data accuracy

QA processes

Leverage reporting insights to improve advisor engagement and efficiency.

Collaborate closely with Product Consulting Directors, and peers.

Influence adherence to- Scheduling discipline, Profile Preferences, event timeline and follow-ups and building strong relationships with Advisor and staffs to enhance scheduling success.

Expense & Compliance Management

Prepare, review, and submit Concur expense reports within policy timelines

Ensure, accuracy, completeness, and compliance of submission

Use correct cost center allocation, mileage allocation

Provide feedback and document best practices for expense management

Event, Travel & Additional Support

Support Product Consulting Directors In

Organizing local advisor engagement events

Scheduling branch meetings

Act as backup for peers and ensure seamless coverage during absences

Required Qualifications

Experience in outbound calling/tele-sales or voice-based BPO roles, with proven ability to manage high-volume outreach, follow structured scripts, and achieve appointment conversion targets.

Strong communication, influencing and objection-handling skills, with experience using CRM tools (e.g., Salesforce) in a metric-driven, quality-focused environment.

Experience in handling calendars, expense, and travel management.

Ability to manage multiple time zone.

Experience supporting US-based or multinational stakeholders

High attention to detail and ability to multitask

Proven ability to work independently with high accountability

Proficient in Outlook, Excel, Salesforce, MS Teams, SharePoint, Box, Ariba.

Ability to recognize financial impacts and respond or escalate, as appropriate.

Ability to take initiative and remain team player, act proactively, and think creatively.

Ability to work independently following established procedures.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Timings

(4:45p-1:15a)

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.