About this role
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 TA Service Representative - GSS Asia / EMEA Cust Svcs AMC group responsible for?
Effectively manage the critical distributors at Third party POS locations by providing exceptional service support. Liaison with the key personnel at third party POS for enabling seamless service delivery to our clients & distributors.
What are the ongoing responsibilities of a TA Service Representative?
Meet the target distributor segment on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.
Effective Tracking of all NIGO miss outs of targeted distributors.
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 environment.
Adheres to all legal requirements (compliance rules) while servicing distributors.
What ideal qualifications, skills & experience would help someone to be successful?
Preferred MBA or any graduate degree. Preferably from a commerce / accounting / finance background. Proficient in English, numerate.
NISM Certification - To be cleared within 3 attempts
PC knowledge including use of Microsoft Office products especially Excel and Word skills
Administrative and time management skills
Ability to interact with external clients and team members equally effectively
Strong attention to detail and quality
Previous branch / Service oriented
Knowledge of mutual funds and regulations involved therein
Excellent communication, relationship and technical skills
NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.
Work Shift Timings - 9:00 AM - 6:00 PM IST
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Life insurance for protection of employees’ families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
2 offices in Chennai.
Good Sheppard House Office located near Valluvar Kottam, Kodambakkam.
Century Centre office located at the heart of the city.
Rewards and Recognition Program.
Volunteer services and paid time off for volunteering.
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Other facts
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).
The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice.
All investments involve risks, including potential loss of principal.
LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers:
View our Terms and Conditions at: https://www.franklinresources.com/resources/social
©Franklin Templeton. All rights reserved.
What you'll do
- The Client Relationship Specialist is responsible for managing critical distributors at third-party POS locations and providing exceptional service support. This includes fostering relationships, answering queries, and ensuring compliance with regulations.
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