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!
This job requires and individual to handle phone calls, take care of walk-ins, receive and report commercial transactions, do first level NIGO checks for all Commercial and Non-Commercial transactions, and perform all other support and regulatory functions that are required at an AMC.
Meet the critical distributors on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.
Effective Tracking of all the queries and ensure thorough NIGO checks,
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.
Maintain effective channels of communication with all CAMS/KARVY POS for effective delivery of services to our distributors.
Share monthly statistics with distributors on error trends at their level (Monthly Distributor Service Level Report)
Preparation of monthly MIS to error trends and measure improvement
Be flexible for switching job profile within the team.
Should be a good team player.
Build a good rapport with the stakeholders.
Need to take care of operational activities of the branch.
Education and Experience:
Minimum 1 year
Graduate, preferably in the commerce/ accounting / finance background, proficient in English and numerate.
Required:
PC knowledge including use of Microsoft Office products, to include Excel and Word skills
Administrative and time management skills
Ability to interact with team members
Strong attention to detail and quality
Model good work habits and appropriate use of procedures and controls
Preferred:
Previous branch / transactions processing experience
Knowledge of Indian mutual funds and regulations involved therein
Licenses and Certifications:
AMFI CERTIFIED
NISM
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 accommodations 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.
Job Level - Individual Contributor
Work Shift Timing - 9:00 PM - 6:00 PM IST
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Life insurance for protection of employees’ families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.