Branch Services professional

Franklin Templeton; Udaipur District; On-site; INR 600,000 - 900,000; Full time

Job summary

Franklin Templeton in India seeks an experienced Investor Servicing professional to manage mutual fund account opening, KYC updates, and investor inquiries across multiple channels.

The role involves resolving queries on investments, redemptions, SIPs, and fund performance, while guiding customers on processes, compliance, and digital self-service options.

Qualifications

• Bachelor's degree in arts, commerce, science, finance, business administration, economics, or related field.
• Minimum 2 years of experience in Mutual Fund, Asset Management, Banking, or Financial Services, 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).
• Desirable NISM-Series-XIII (Common Derivatives Certification Examination).

Responsibilities

• Serve as the primary point of contact for investors across multiple channels.
• 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 statements.
• Provide guidance on procedures, documentation, and regulatory compliance.
• Resolve customer complaints and service requests within defined turnaround times.
• Coordinate with RTAs, distributors, custodians, and internal stakeholders to ensure service delivery.
• Educate investors on digital platforms and self-service options.
• Ensure adherence to SEBI, AMFI, and company policies.
• Monitor service quality, customer satisfaction, and operational accuracy.
• Identify recurring issues and recommend process improvements.
• Maintain records in CRM systems.
• Support product launches, policy changes, and investor communications.
• Escalate complex cases to relevant teams.
• Contribute to customer retention through proactive engagement.

Skills

Customer focus

Verbal communication

Written communication

Problem solving

Analytical thinking

Stakeholder management

Attention to detail

Fast-paced environment

Education

Bachelor\'s degree in Finance/Commerce/Arts/Science

NISM-Series-V-A certification

NISM-Series-XIII certification (desirable)

Tools

Microsoft Office

CRM systems

PowerPoint

Service management systems

Job description

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 are the Core Responsibilities

• 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.

What are the Strategic Responsibilities

• 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.

What ideal qualifications, skills experience would help someone to be successful

• 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.

Technical Skills

• 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.

Soft Skills

• 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.

Work Shift Timings

Work Shift Timings - 9:00 AM - 06:00 PM IST