Branch Services
Franklin Templeton
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Benefits offered by this job
Job summary
Franklin Templeton in India is seeking a customer service professional to support investors across channels, handle mutual fund transactions, and ensure accurate KYC updates. You will guide clients on digital platforms, respond to queries, and coordinate with RTAs, distributors, custodians, and internal teams.
The role emphasizes regulatory compliance, process accuracy, and proactive service delivery to build trust and retention.
Qualifications
- Minimum 2 years of experience in mutual fund, asset management, banking, or financial services.
- Strong verbal and written communication with investors, distributors, and stakeholders.
- Mandatory NISM-Series-V-A (Mutual Fund Distributors) certification; additional NISM-Series-XIII is advantageous.
- Proficiency in Microsoft Office and CRM/service management systems.
Responsibilities
- Serve as the primary contact for investors across multiple channels (phone, email, chat, and branch).
- Assist customers with mutual fund account opening, KYC updates, and transaction-related processes.
- Address investor queries related to investments, redemptions, SIPs, STPs, SWPs, fund performance, and account statements.
- Provide guidance on operational procedures, documentation requirements, and regulatory compliance.
- Resolve customer complaints and service requests within defined turnaround times (TATs).
- Coordinate with RTAs, distributors, custodians, and internal stakeholders to ensure seamless service delivery.
- Process and track investor requests, including changes in personal details, bank mandates, nominations, and FATCA declarations.
- Educate investors on digital platforms, self-service options, and online transaction capabilities.
- Ensure adherence to SEBI, AMFI, and company policies while handling customer interactions and transactions.
- Monitor and maintain service quality standards, customer satisfaction levels, and operational accuracy.
- Identify recurring issues and recommend process improvements to enhance customer experience and operational efficiency.
- Maintain accurate records of customer interactions, requests, and resolutions in CRM systems.
- Support product launches, policy changes, and investor communication initiatives.
- Escalate complex cases and potential risk issues to relevant teams for timely resolution.
- Contribute to customer retention and relationship-building efforts through proactive engagement and exceptional service delivery.
Skills
Education
Tools
Job description
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.
- 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.
- Serve as the primary point of contact for investors across multiple communication channels (phone, email, chat, and branch interactions).
- Assist customers with mutual fund account opening, KYC updates, and transaction-related processes.
- Address investor queries related to investments, redemptions, SIPs, STPs, SWPs, fund performance, and account statements.
- Provide guidance on operational procedures, documentation requirements, and regulatory compliance.
- Resolve customer complaints and service requests within defined turnaround times (TATs).
- Coordinate with Registrars & Transfer Agents (RTAs), distributors, custodians, and internal stakeholders to ensure seamless service delivery.
- Process and track investor requests, including changes in personal details, bank mandates, nominations, and FATCA declarations.
- Educate investors on digital platforms, self-service options, and online transaction capabilities.
- Ensure adherence to SEBI, AMFI, and company policies while handling customer interactions and transactions.
- Monitor and maintain service quality standards, customer satisfaction levels, and operational accuracy.
- Identify recurring issues and recommend process improvements to enhance customer experience and operational efficiency.
- Maintain accurate records of customer interactions, requests, and resolutions in CRM systems.
- Support product launches, policy changes, and investor communication initiatives.
- Escalate complex cases and potential risk issues to relevant teams for timely resolution.
- Contribute to customer retention and relationship-building efforts through proactive engagement and exceptional service delivery.
- Develop and execute customer service strategies aligned with organizational goals and investor experience objectives.
- Drive customer-centric initiatives to improve investor satisfaction, loyalty, and retention.
- Analyse customer feedback, service metrics, and industry trends to identify improvement opportunities and enhance service delivery.
- Lead digital adoption initiatives by promoting self-service platforms, mobile applications, and automated customer journeys.
- Ensure service delivery frameworks comply with regulatory requirements, internal policies, and industry best practices.
- Identify and implement process improvement and automation opportunities to reduce turnaround times and enhance accuracy.
- Support new product launches, regulatory changes, and business transformation initiatives through effective customer communication and readiness planning.
- Establish and monitor key performance indicators (KPIs) and service standards to drive operational excellence and continuous improvement.
- Build strong relationships with internal and external stakeholders to influence service enhancements and achieve business objectives.
- Bachelor’s degree in arts, Commerce, Science, Finance, Business Administration, Economics, or a related field.
- Minimum 2 years of experience in the Mutual Fund, Asset Management, Banking, or Financial Services industry, preferably in a customer-facing or investor servicing role.
- Strong verbal and written communication skills with the ability to interact professionally with investors, distributors and stakeholders.
- Basic understanding of mutual fund products, investment concepts, and financial markets.
- Mandatory certification in NISM-Series-V-A (Mutual Fund Distributors Certification Examination). Additional qualifications, including NISM-Series-XIII (Common Derivatives Certification Examination), will be considered an added advantage.
- Proficiency in Microsoft Office applications and the ability to learn and use CRM and service management systems effectively.
- Working knowledge of Mutual Fund products, investor servicing processes, and transaction lifecycle management.
- Understanding of SEBI, AMFI, KYC, FATCA, and related regulatory requirements.
- Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
- Experience with CRM systems, customer service platforms, and case/ticket management tools.
- Ability to analyse customer data, service metrics, and operational reports for effective decision-making.
- Strong customer focus with a commitment to delivering exceptional service.
- Excellent verbal and written communication skills.
- Strong problem-solving and analytical thinking abilities.
- Strong stakeholder management, negotiation, and collaboration skills.
- High attention to detail, accountability, and ability to work in a fast-paced environment.
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.
Hear more from our employees
- 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.
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 accommodations@franklintempleton.com. 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.
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