Client Journey Excellence Specialist
GurugramFull-time5–7 yrsPosted over a month ago
Senior data analytics role at Ameriprise India in Gurugram. Needs 5–7 years.
About the role
You will report to the Head of Client Journey Excellence (EMEA) and act as the dedicated India-based partner supporting the design, evolution and embedding of a high-quality experience for our clients. Working closely with Client Managers and key internal teams you will support the identification, prioritisation and execution of improvements, ensuring alignment with client needs, agreed objectives and regulatory expectations, including Consumer Duty.
What you'll do
- Supporting client journey definition and evolution
- Support the development and ongoing maintenance of the end-to-end client journey framework
- Document current-state and target-state journeys, capturing handoffs, pain points and dependencies across Client Management, Sales and operational teams
- Maintain a central repository of journey artefacts, ensuring accuracy, version control and accessibility
- Help monitor market trends, peer practices and evolving client expectations, providing structured insights to support continuous improvement
What you need
- Dashboarding
- Power BI
- Excel
- Stakeholder management
- CRM
- User flows
Good to have
- Wealth management
- Power Automate
- PowerPoint
- Salesforce
- Root cause analysis