Scheduling Assistant

Job description

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. Strategic Scheduling & Advisor Engagement (40%) • 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 &#43; Outlook) Excellence (25%) 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 100% real-time CRM hygiene and reporting accuracy • Log all call/email activities daily with complete details • Track engagement, advisor attendance, and scheduling metrics in Salesforce. Operational Excellence & Reporting (20%) • 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 timelines and follow-ups • Build strong relationships with advisors and staff to enhance scheduling success. Expense & Compliance Management (10%) • 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 (5%) 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 zones • 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,