16 Aug
|
Franklin Templeton
|
Bengaluru
16 Aug
Franklin Templeton
Bengaluru
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our agile 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 Direct Wholesaler (DWS) responsible for?
- The Direct Wholesaler (DWS) is responsible to cater direct clients mapped and scale up business and provided service to this set of clients. In this role, the individual will report to the Vertical Head.
What are the ongoing responsibilities of Direct Wholesaler (DWS)?
- Responsible for sales in the assigned set of direct clients mapped and expanding the base of direct clients.
- Make the desired calls to D contacts in Talisma and capture the details correctly.
- Take inbound sales calls from direct clients assigned.
- Undertake 1 virtual activity on monthly basis outside regular calls to direct clients.
- Focus on inactive clients and follow activation.
- Deliver short, telephone-length presentations to Channel Head - Direct / Head of Direct on a regular basis to improve effectiveness, clarity and learn how to overcome objections.
- To build relationships with a newer target segment
- To enhance cross-functional collaboration by partnering with Client Services, GFAR, FTA, and Sales Management to ensure the smooth functioning of sales roles within the team, focusing on internally directed tasks.
- Follow Sales ethics in a stringent manner
- Represent the Franklin Templeton brand and culture through day-to-day activities.
What ideal qualifica
📌 Manager - Direct Channel (Bengaluru)
🏢 Franklin Templeton
📍 Bengaluru