Ta Service Representative

2 weeks ago

Bengaluru, Karnataka, India Franklin Templeton Investments Full time

What is the TA Service Representative - GSS Asia/EMEA Cust Svcs AMC group responsible for?- Effectively manage the critical distributors at Third party POS locations by providing exceptional service support.- Liaison with the key personnel at third party POS for enabling seamless service delivery to our clients & distributors.


What are the ongoing responsibilities of a TA Service Representative?- Meet the target distributor segment on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.- Effective Tracking of all NIGO miss outs of targeted distributors.- 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.- Travel to identified top CAMS/Karvy locations.

To start with select pilot locations.- Maintenance of standard pre-visit/on-visit/post visit MIS.- First 2-4 visits have to be focused to iron out current service issues.

- 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

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.


 NISM Certification
  • To be cleared within 3 attempts
  • PC knowledge including use of Microsoft Office products especially Excel and Word skills
  • Administrative and time management skills
  • Ability to interact with external clients and team members equally effectively
  • Strong attention to detail and quality
  • Previous branch / Service oriented
  • Knowledge of mutual funds and regulations involved therein
  • Excellent communication, relationship and technical skills
Work Shift Timings - 10 AM to 7 PM IST

  • 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)
  • 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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