Key Responsibilities:

Sales Team Coordination:

- Serve as the central point of coordination for sales teams across Bangalore, Kochi, and Mangalore.
- Assist in execution of sales campaigns, distributor engagement activities, and product communications.
- Ensure timely follow-ups and closure of tasks delegated by the sales team, with an emphasis on distributor servicing and internal coordination.

Branch Operations:

- Manage regular administrative and operational workflows within the branch sales including transaction collection, document verification, dispatch coordination, and query resolution.
- Liaise with the Operations teams for processing and escalation support.

MIS, Data Management & Reporting:

- Prepare and maintain MIS dashboards related to sales performance, AUM movements, SIP book, and region-specific business metrics.
- Track partner activity across assigned geographies.
- Share periodic reports with Branch and Regional leadership, along with key insights wherever required.

Distributor & Channel Partner Support:

- Support IMFDs National Distributors (NDs), and banking partners with onboarding, documentation, and transaction queries.
- Provide guidance on digital transaction tools, online platforms, and mobile apps offered by Franklin Templeton.
- Build working knowledge of key partners in the region familiarity with top IMFD partners and ND networks will be a solid plus.

Event & Meeting Support:





- Coordinate logistics and backend support for regional IMFDs meetings training programs, webinars, and market update sessions.
- Manage distributor communications, invitations, attendance, and feedback collation.

Compliance & Documentation:

- Ensure all activities adhere to SEBI, AMFI, and internal compliance guidelines.
- Maintain audit-ready documentation, proper record-keeping, and real-time database updates.

Candidate Profile:

Experience & Education:

- 3-5 years of relevant experience in mutual fund operations, branch support, or sales coordination
- Graduate/Postgraduate in Commerce, Business Administration, or Finance
- Experience in coordinating across multiple branches or regions is preferred
- Prior experience in mutual funds or financial services is essential
- NISM VA certification is compulsory

Skills & Competencies:

- Strong interpersonal and communication skills (fluency in English; knowledge of Kannada and/or Malayalam is a plus)
- Proficient in MS Office Suite (Excel, PowerPoint, Outlook) and CRM tools
- High attention to detail, process orientation, and organizational ability
- Self-starter with a service-oriented mindset and the ability to multi-task
- Understanding of mutual fund products, distribution ecosystem, and operational workflow
- Knowledge of key IMFD and National Distributor partners in Bangalore will be an added advantage

Skills: Finance, Data Management, Branch Operations, Sales, Business Administration, Mis

Experience: 2.00-7.00 Years

📌 Sales Support Executive (Off Rolls/On Contract) (Mangalore)
🏢 Franklin Templeton
📍 Mangalore