Branch Manager

3 weeks ago

dehradun, India F3412 FTAM (India) Pvt Ltd, Dehradun Branch Full time

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.

Come join us in delivering better outcomes for our clients around the world

What is the Sales Manager responsible for?

Responsible to run a designated set of relationships in Market.

This position will focus on retail sales primarily from select banking (private & consumer), ND and select MFD channels.

Key responsibility would be to manage designated set of relationships assigned across various categories and achieving Gross Sales, Net Sales, AUM & SIP numbers.

Strengthen relationships with existing clients.

Any other assignment / projects that may come.

What are the ongoing responsibilities of Sales Manager?

Strengthen relationships with existing clients.

Achieve defined Gross, Net Sales and SIPs and Asset targets defined each year.

Monitoring of Sales Metrics – MIS, Talisma, Budgets, Activities, Call Reports, Weekly management reports, etc.

Plan and execute engagement activities which can help build long lasting relationships and eventually drive sales numbers.

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

Graduate, preferably MBA

Over 5 years of sales experience, in wealth management / Mutual Fund Industry

High Knowledge and understanding of Financial Markets

AMFI/NISM certification (Advisors’ Module) mandatory

Should possess relationship management skills / channel management experience.

Strong written and oral communication skills. Should be fluent in English and Local language.

Hands on over Microsoft Office.

Presentation skills

Perseverance & Patience

Flexibility & Adaptability

Self-starter, self-motivated, Go-getter, hunger to perform and grow.

Ability to demonstrate Role model behavior with regard to FT values and culture

Shift Work Timing - 9:00 AM - 6:00 PM IST

Experience our welcoming culture and reach your professional and personal potential

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.

 
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

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 to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation 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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