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!
New Business Onboarding (NBO) team is part of International Intermediary Oversight (IIO) and plays a central coordinator role between Distribution, Legal, GAS Finance, Product and Operations to oversee the end-to-end intermediary lifecycle process and deliver superior client service experience.
NBO team supports onboarding and maintenance of the network of over 1000+ Fund Intermediaries, Distributors, Business Introducers, Institutional Investors and Platforms at Franklin Templeton. The activity includes distribution support for all countries and international Regions across APAC, EMEA and Americas #MID_SENIOR_LEVEL
Lead and co-ordinate the life cycle of the Client Onboarding stage which will require interaction with all business partners to ensure the process is run efficiently and to provide the client with top tier client service. This process will include (Screening, approvals, agreement review, agreement negotiation, agreement implementation, system setup, TA account setup and Agreement audit).
Assist with enquiries and provide solutions to issues that may arise (internal and with the client).
Assist sales, operations, finance, clients and others with contractual fund availability and pricing/rebate/service fee questions (internal and external).
Define and document cross functional roles and responsibilities pertaining to intermediary lifecycle.
Utilizing knowledge gained to recommend direction, influence and drive forward business and compliance goals.
Obtaining and reviewing Intermediary KYC/KYD documentation for the onboarding and refresh stages of an Intermediaries life-cycle in line with business processes and procedures.
Developing expert knowledge through independent research, participation in professional training and industry discussion related to financial crime, anti-money laundering and counter terrorist financing rules, technology tools and techniques
Handle large-scale time sensitive legal/regulatory or other projects.
Conduct initial and ongoing due diligence reviews of financial intermediary business partners to mitigate risk and ensure compliance with policies and best practices. Includes escalation and resolution of any identified issues with compliance, legal, sales and the client.
Follow, review and continually update standardized protocols surrounding agreement content and internal department procedures.
Develop and maintain online procedure manuals (SharePoint).
Accurately enter, maintain and retain all agreements, documents, and key data points in contract management system.
Respond to internal and regulatory audit queries
Review and terminate lifecycle of business arrangements.
Assist in preparation and presentation to senior management or sales/other groups of reports and updates.
4+ years’ experience in a similar role(s)
Experience in AML KYC/KYD would be a plus
Solid knowledge of Microsoft Word, Excel, and PowerPoint. Previous use of Microsoft Dynamics an advantage.
Ability to build, maintain, and enhance cooperative working relationships and work across a global, multi-product line organization
Ability to foster a strong service-orientation and an advisory role in global client and business partner relationships
Effective and persuasive interpersonal and communication skills as well as excellent listening and negotiating skills
Advanced organizational, time management, customer service, and administrative skills
Strong analytical and problem-solving skills with attention to detail
Strong critical thinking and decision-making skills.
Strong and effective communication in English – both verbally and in writing
Consulting and communicating with business partners and departments to develop, revise and implement policies and procedures, educational materials and training sessions to maximize compliance and minimize risk
Experience/familiarity with institutional clients, investment products, servicing needs will be an asset.
Work Shift Timings - 2:00 PM - 11:00 PM IST
Experience our welcoming culture and reach your professional and personal potential!
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
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
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.