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
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📌 Sales Support Executive (Kochi)
🏢 Franklin Templeton
📍 Kochi