Senior Executive

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What is the Sr Executive - GSS Asia / EMEA Cust Svcs AMC group responsible for?

• Effectively manage the critical distributors at Third party POS locations by providing exceptional service support. Liaison with the key personnel at third party POS for enabling seamless service delivery to our clients & distributors.

What are the ongoing responsibilities of a Sr Executive?

• Meet the target distributor segment on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.

• Effective tracking of all queries / requests and complaints

• Effective tracking of NIGO miss outs of targeted distributors.

• Effective use of data, MIS by adding value by creating talking points during all scheduled interactions with the distributors.

• Answers queries including but not limited to processing of transactions, processes, regulatory & compliance guidelines from distributors, financial advisors and other interested parties either from an incoming call or an outgoing returned call.

• Keeps abreast of current market conditions, fund and company policies, investment and tax law changes, compliance requirements, and all other procedural information in a constantly changing environment.

• Adheres to all legal requirements (compliance rules) while servicing distributors.

• Escalation handling

• Critical distributor handling and management.

What ideal qualifications, skills & experience would help someone to be successful?

• Preferred MBA or any graduate degree. Preferably from a commerce / accounting / finance background. Proficient in English, numerate. 

• NISM Certification - To be cleared within 3 attempts

• PC knowledge including use of Microsoft Office products especially Excel and Word skills

• Administrative and time management skills

• Ability to interact with external clients and team members equally effectively

• Strong attention to detail and quality

• Previous branch / Service oriented

• Knowledge of mutual funds and regulations involved therein

• Excellent communication, relationship and technical skills

NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.

Work Shift Timings - 9:00 AM - 6:00 PM IST