Franklin Templeton is hiring for the role of Branch Services!

Responsibilities of the Candidate:

- Meet the critical distributors on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.

- Effective Tracking of all the queries and ensure thorough NIGO checks.

- Effective use of data, MIS by adding value by creating talking points during all scheduled interactions with the distributors.

- 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.

- 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 workplace.

- Adheres to all legal requirements (compliance rules) while servicing distributors.

- Maintain effective channels of communication with all CAMS/KARVY POS for effective delivery of services to our distributors.





- Share monthly statistics with distributors on error trends at their level (Monthly Distributor Service Level Report)

- Preparation of monthly MIS to error trends and measure improvement

- Be flexible for switching job profile within the team.

- Should be a good team player.

- Build a good rapport with the stakeholders.

- Need to take care of operational activities of the branch.

Requirements:

- Preferred MBA or any graduate degree. Preferably from a commerce / accounting / finance background. Proficient in English, numerate.

- Fresher or 1-2 years of relevant experience in the financial services industry and mutual funds in specific.

- Good writing and verbal communication skills

- Good presentation skills

- Capacity to handle high volume of activity in fast-paced environment.

- Strong interpersonal skills; interact effectively with all levels including senior management

- Ability to work collaboratively within teams to achieve results and also adept at working independently with moderate supervision.

📌 Branch Services (Jabalpur)
🏢 Leading
📍 Jabalpur