Graduate Trainee Operations

7 days ago

Hyderabad, Telangana, India Franklin Templeton Investments Full time

What are Client Services, Fiduciary Operations group responsible for?- This role will be part of Fiduciary Account Client Services Team.- Team is responsible for a successful client onboarding, opening new accounts for existing clients and closing terminated relationships, initiation, coordination, and processing of all account opening/onboarding tasks as required to enable transactions for investment and relationship management professionals, closing terminated relationships.

#ENTRY_LEVEL

What are the ongoing responsibilities of a Graduate Trainee?

  • Responsibilities include performing one or more of the following functions:_
  • Collect and review required account opening information/documentation from internal teams.
  • Input collected information into Know Your Client and Account Opening Profile electronic forms.
  • Work with market teams to obtain missing information needed to complete verification and onboarding.
  • Verification and communication of account funding status and other client set up milestones to the internal market teams.
  • Completion and coordination of account closing tasks (such as document review, submission of account closing profile electronic forms)
What ideal qualifications, skills & experience would help someone to be successful?

  • Education & qualifications:_
  • Bachelors in commerce mandatory
  • Training/Certification in KYC process.


 Must have skills:_
  • Background in finance and accounting mandatory
  • Strong communication skills, both written and verbal
  • Strong organization skills with high attention to details
  • Proven ability to work efficiently and accurately in a fastpaced multitasking environment.
  • Ability to work independently after proper training.
Work Shift Timings PM AM IST (need to be flexible)

  • What makes Franklin Templeton Investments unique?
  • In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of
  • Total Rewards
—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

  • Highlights of our benefits include:_
  • Professional development growth opportunities through inhouse classes and over 150 Webbased 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)
- "Location specific benefits" as mentioned below_

  • Onsite fitness center, recreation center, and cafeteria
  • Cricket grounds and gymnasium
  • Library
  • Health Center with doctor availability
  • HDFC ATM on the campus
  • Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at
  • Franklin Templeton Careers
- to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a

diverse and inclusive

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