Senior Manager / AVP – Direct Channel

Franklin Templeton; Mumbai; On-site; INR 6,000,000 - 9,000,000; Full time

Benefits offered by this job

Professional development

Educational assistance

Medical, Life & Personal Accident Ins.

Employee Stock Investment Plan

Annual recognition program

Paternity leave

Job summary

Franklin Templeton in Mumbai seeks a Channel Manager – Direct to oversee the Direct channel, drive sales strategies, and manage Mumbai’s largest market. The role reports to the Head of Direct Business and demands a strong track record in wealth management.

The ideal candidate will have 15–18 years of sales experience, AMFI/NISM certification, and exceptional leadership, negotiation, and communication skills in English.

Qualifications

• Master's degree or equivalent is preferred.
• 15–18 years of sales experience in Mutual Fund/wealth management.
• AMFI/NISM certification mandatory.
• Fluent English with strong communication and presentation skills.
• Experience leading, supervising, and motivating a sales team.

Responsibilities

• Supervise direct channel team members and execute the sales plan to meet goals.
• Generate sales in the Direct channel and maintain client contact strategy.
• Plan engagement strategies with Direct Channel, including client seminars.
• Deliver sales presentations to current and potential clients.
• Drive the direct team and outsourced sales force to achieve objectives.
• Record activities and client interactions accurately in CRM systems.
• Collaborate with Client Services, GFAR, FTA, and Sales Management to ensure smooth operations.

Skills

Team leadership

Sales strategy

Communication skills

Negotiation

Financial markets knowledge

Education

Master's degree or equivalent

AMFI/NISM certification (Advisors’ Module)

Job description

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.

What is the Channel Manager & Direct Wholesaler (Mumbai) responsible for?

• The Channel Manager - Direct is responsible for overseeing the Direct channel. This role involves developing strategies to scale up the direct business. The Channel Manager is tasked with generating sales in the Direct channel by maintaining an active contact strategy and collaborating closely with the Direct sales team and Retail Sales Leaders to achieve a higher share in Direct Business. In addition to managing the Direct channel, this role will also include managing Mumbai individually, as this is the largest market for the channel. The individual in this role will report to the Head of Direct Business.

What are the ongoing responsibilities of Channel Manager - Direct?

• Supervise the activities of direct channel team members and execute the sales plan to meet and exceed goals and targets.
• Generate sales in the Direct channel, including maintaining a strategy to contact clients and monitoring the segmentation of clients in the channel.
• Planning engagement strategies with Direct Channel, which includes virtual seminars and sessions for clients.
• Deliver sales presentations to current and potential clients.
• Drive the direct team and outsourced sales force to achieve business objectives and regularly review performance and provide guidance to optimize effectiveness and achieve business objectives.
• Closely monitor and ensure the accurate recording of all activities, client interactions, and marketing initiatives in the CRM system. Ensure team adherence to CRM protocols and foster a culture of accountability and precision in data management.
• Stay updated on competitors’ sales products by benchmarking peers and provide feedback on local markets to the country leadership team.
• Apply the requirements of the regulatory authority and mitigate risks; escalation to senior management as needed.
• To enhance cross-functional collaboration by partnering with Client Services, GFAR, FTA, and Sales Management to ensure the smooth functioning of sales roles within the team, focusing on internally directed tasks.
• Providing training on product pitch, cross-selling, and upselling. Coaching, motivating, and ensuring team members have the opportunities for growth and success.
• Represent the Franklin Templeton brand and culture through day-to-day activities.

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

• Master's degree or equivalent (preferred)
• 15-18 years of sales experience in Mutual Fund/ wealth management industry.
• Handled Direct vertical in the earlier stint in Mutual Fund industry.
• High knowledge and understanding of Financial Markets.
• AMFI/NISM certification (Advisors’ Module) is mandatory.
• Effective communication and presentation skills. Should be fluent in English.
• Strong experience in leading, supervising, and motivating a team of sales professionals.
• Strong negotiating and influencing skills.
• High on perseverance & patience.

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)
• Annual recognition program
• Volunteer services and paid time off for volunteering
• 12 weeks Paternity leave
• Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city
• Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city

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.