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 Executive- GSS Asia/EMEA Cust Svcs AMC responsible for?

• 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.  

What are the ongoing responsibilities of an Executive?

• 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.

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

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