Executive
Executive
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Job Description
At Franklin Templeton were 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 thats 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!
Effective management of calls walkins letters and email queries. Handle critical relationships by providing exceptional service support. Liaison with CAMS for enabling seamless service delivery to our clients. Effective management of operational activities of branch.
What are the ongoing responsibilities of an Executive Customer Service
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
Preferred MBA or any graduate degree. Preferably from a commerce / accounting / finance background. Proficient in English numerate.
Fresher or 1-2 years of relevant experience in the financial services industry and mutual funds in specific.
Good writing and verbal communication skills
Good presentation skills
Capacity to handle high volume of activity in fast-paced environment.
Strong interpersonal skills; interact effectively with all levels including senior management
Ability to work collaboratively within teams to achieve results and also adept at working independently with moderate supervision.
Work Shift Timings - 9:00 AM - 6:00 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 theres 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.
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 lifes 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 employees 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)
Annual recognition programme
Volunteer services and paid time off for volunteering
12 weeks Paternity leave
Located in the heart of Mumbai in the One International Centre with spectacular views of the buzzing city
Walking distance of 100 meters from Western/Central railway station accessible by road and local rail from all parts of the city
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 . 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.
Employment Type
Full-Time
