Aman Pathak

Aman Pathak Email and Phone Number

Sr. Analyst Financial Advisory Support @ Ameriprise Financial Services, LLC
Gurugram, HR, IN
Aman Pathak's Location
Gurugram, Haryana, India, India
About Aman Pathak

Eager to learn new things and always ready to accept challenges. Motivated Energetic and Skilled candidate looking for great opportunity to work in the field of Management, Finance and Operations. Team player and also a Good Leader.Experience -Currently Employed - Ameriprise Financial (Since May 2022 - Previously worked - Better Mortgage & ICICI Prudential.Academics -Post Graduation - MBA Major - Marketing, Minors - Finance & Energy (RGIPT) 8.35 CPIGraduation - B.com (DU) 6.864 CGPAClass - XII - 92.2% (CHS - COMMERCE)Class - X - 8.6 CGPA(CHS)

Aman Pathak's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

View
Sr. Analyst Financial Advisory Support
Gurugram, HR, IN
Website:
ameriprise.com
Employees:
2
Aman Pathak Work Experience Details
  • Ameriprise Financial Services, Llc
    Sr. Analyst Financial Advisory Support
    Ameriprise Financial Services, Llc
    Gurugram, Hr, In
  • Ameriprise Financial Services, Llc
    Sr. Analyst Financial Advisory Support
    Ameriprise Financial Services, Llc Feb 2024 - Present
    Gurugram, Haryana, India
  • Ameriprise Financial Services, Llc
    Analyst Financial Advisory Support
    Ameriprise Financial Services, Llc Oct 2022 - Feb 2024
    Gurugram, Haryana, India
    Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans.• Conductung investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.• Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers.• Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts.• Assist advisors in increasing their social media presence (Facebook&Linkedin) with relevant and timely. Help clients in enrolling/ servicing on various Ameriprise tools.
  • Ameriprise Financial Services, Llc
    Practice Support Analyst
    Ameriprise Financial Services, Llc May 2022 - Oct 2022
    Gurugram, Haryana, India
  • Better
    Analyst
    Better Jan 2022 - Feb 2022
    Gurugram, Haryana, India
  • Icici Prudential Life Insurance Company Limited
    Management Trainee
    Icici Prudential Life Insurance Company Limited Jul 2021 - Nov 2021
    Meerut, Uttar Pradesh, India
  • Pipeline Infrastructure Limited(A Brookfield Company)
    Mba Summer Intern
    Pipeline Infrastructure Limited(A Brookfield Company) Jul 2020 - Aug 2020
  • Pharmeasy
    Marketing Intern
    Pharmeasy Sep 2018 - Oct 2018
    New Delhi, Delhi, India
    Customer Acquisition for Pharmeasy.

Aman Pathak Skills

Management Microsoft Office Leadership Quick Grasping Motivational Speaking Marketing Social Media Marketing Interpersonal Communication Coaching Mysql Java Microsoft Excel

Aman Pathak Education Details

Frequently Asked Questions about Aman Pathak

What company does Aman Pathak work for?

Aman Pathak works for Ameriprise Financial Services, Llc

What is Aman Pathak's role at the current company?

Aman Pathak's current role is Sr. Analyst Financial Advisory Support.

What schools did Aman Pathak attend?

Aman Pathak attended Rajiv Gandhi Institute Of Petroleum Technology (Rgipt), Satyawati College (Day), Central Hindu School, Rajiv Gandhi Institute Of Petroleum Technology (Rgipt).

What skills is Aman Pathak known for?

Aman Pathak has skills like Management, Microsoft Office, Leadership, Quick Grasping, Motivational Speaking, Marketing, Social Media Marketing, Interpersonal Communication, Coaching, Mysql, Java, Microsoft Excel.

Who are Aman Pathak's colleagues?

Aman Pathak's colleagues are Eric Schneider Cfp®, Rebecca Warczak, Sebastian Fray, Salvatore Soldano, Brian Pietsch, J.d, M.b.a., Kristi Gudaitis, Wayne Brotherton.

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