Posted 5d ago
Pay
Salary (undisclosed)
Location
Agra, India
On site
Apply by
27 Oct
8 days left
Skills this role screens for
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Still studying?Customer success internships open nowAbout the role
Franklin Templeton is hiring for the role of Customer Service Representative!
The work
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Develop and execute customer service strategies aligned with organizational goals and investor experience objectives.
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Drive customer-centric initiatives to improve investor satisfaction, loyalty, and retention.
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Analyse customer feedback, service metrics, and industry trends to identify improvement opportunities and enhance service delivery.
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Lead digital adoption initiatives by promoting self-service platforms, mobile applications, and automated customer journeys.
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Ensure service delivery frameworks comply with regulatory requirements, internal policies, and industry best practices.
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Identify and implement process improvement and automation opportunities to reduce turnaround times and enhance accuracy.
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Support new product launches, regulatory changes, and business transformation initiatives through effective customer communication and readiness planning.
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Establish and monitor key performance indicators (KPIs) and service standards to drive operational excellence and continuous improvement.
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Build strong relationships with internal and external stakeholders to influence service enhancements and achieve business objectives.
Who they want
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Bachelor’s degree in arts, Commerce, Science, Finance, Business Administration, Economics, or a related field.
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Minimum 2 years of experience in the Mutual Fund, Asset Management, Banking, or Financial Services industry, preferably in a customer-facing or investor servicing role.
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Strong verbal and written communication skills with the ability to interact professionally with investors, distributors and stakeholders.
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Basic understanding of mutual fund products, investment concepts, and financial markets.
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Mandatory certification in NISM-Series-V-A (Mutual Fund Distributors Certification Examination). Additional qualifications, including NISM-Series-XIII (Common Derivatives Certification Examination), will be considered an added advantage.
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Proficiency in Microsoft Office applications and the ability to learn and use CRM and service management systems effectively.
From a public listing board (Unstop).
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