Posted 5d ago
Pay
Salary (undisclosed)
Location
Jabalpur, India
On site
Apply by
27 Oct
8 days left
Skills this role screens for
Opens on Franklin Templeton Investments's site. Sign in first and we keep it in your pipeline.
Still studying?Paid internships open nowAbout the role
Franklin Templeton is hiring for the role of Branch Services!
The work
•
Meet the critical distributors on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.
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Effective Tracking of all the queries and ensure thorough NIGO checks.
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Effective use of data, MIS by adding value by creating talking points during all scheduled interactions with the distributors.
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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.
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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.
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Adheres to all legal requirements (compliance rules) while servicing distributors.
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Maintain effective channels of communication with all CAMS/KARVY POS for effective delivery of services to our distributors.
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Share monthly statistics with distributors on error trends at their level (Monthly Distributor Service Level Report)
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Preparation of monthly MIS to error trends and measure improvement
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Be flexible for switching job profile within the team.
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Should be a good team player.
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Build a good rapport with the stakeholders.
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Need to take care of operational activities of the branch.
Who they want
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Preferred MBA or any graduate degree. Preferably from a commerce / accounting / finance background. Proficient in English, numerate.
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Fresher or 1-2 years of relevant experience in the financial services industry and mutual funds in specific.
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Good writing and verbal communication skills
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Good presentation skills
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Capacity to handle high volume of activity in fast-paced environment.
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Strong interpersonal skills; interact effectively with all levels including senior management
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Ability to work collaboratively within teams to achieve results and also adept at working independently with moderate supervision.
From a public listing board (Unstop).
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