Branch Services

Franklin Templeton; Jabalpur; Sur place; INR 300 000 - 450 000; Plein temps

Avantages offerts par ce poste

Professional development

Education assistance

Medical insurance

Life insurance

Personal accident insurance

Loan assistance

ESIP

Paternity leave

Résumé du poste

Franklin Templeton is seeking candidates for a Customer Service role in our GSS-India team in India. You will manage calls, walk-ins, letters, and emails, ensuring seamless service delivery to clients and distributors.

You will also coordinate with CAMS/KARVY and maintain MIS to drive continuous improvement. The role emphasizes strong communication, ability to handle high volumes, teamwork, and collaboration with stakeholders, with a 9:00 AM to 6:00 PM IST shift.

Qualifications

• MBA or graduate degree in commerce/finance; strong English communication.
• Fresher or 1-2 years in financial services (mutual funds preferred).
• Excellent writing and verbal communication; strong presentation skills.
• Capable of handling high volume in a fast-paced environment; team-oriented.

Responsabilités

• Manage branch operations and customer queries via calls, walk-ins, letters, and emails.
• Liaise with CAMS for seamless service delivery to clients.
• Meet distributors regularly and deliver excellent service experiences.
• Track queries, perform NIGO checks, and use MIS to add value in interactions.
• Maintain awareness of market conditions, policies, tax rules, and regulatory guidelines.
• Ensure compliance with legal requirements; communicate effectively with CAMS/KARVY POS.
• Prepare monthly MIS and distributor error trend reports.
• Be flexible to switch job profiles within the team and work well with stakeholders.

Connaissances

MBA or-commerce/finance background

Fluent English

Fresher or 1-2 years in financial服务

Excellent writing

Good presentation

Strong interpersonal skills

Team player

Formation

MBA or commerce/finance degree

Description du poste

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About The GSS-India

• Our GSS India team delivers a wide range of shared services and operational support functions to business units and stakeholders across the organization. We manage critical processes, ensure adherence to policies and processes, support process improvements and standardization initiatives, and provide timely resolution of customer queries. The team collaborates closely with internal and external stakeholders to enhance service quality, drive efficiency, and support business objectives through continuous improvement and digital transformation initiatives. Joining us offers broad exposure to global operations, cross-functional collaboration, process excellence, and opportunities to develop expertise in shared services, stakeholder management, and business process optimization.

What is the role of Branch Service?

Effective management of calls, walk-ins, letters and email queries. Handle critical relationships by providing exceptional service support. Liaison with CAMS for enabling seamless service delivery to our clients.

• Effective management of operational activities of branch.

What are the ongoing responsibilities of Customer Service?

• 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 environment.
• 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.

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.
• 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.

Work Shift Timings - 9:00 AM - 6:00 PM IST

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

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

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.