Ta Service Representative

2 weeks ago

Bengaluru Karnataka, India Franklin Templeton Investments 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 worldWhat is the TA Service Representative - GSS Asia/EMEA Cust Svcs AMC group responsible for?- This job requires and individual to handle phone calls, take care of walk-ins, receive and report commercial transactions, do first level NIGO checks for all Commercial and Non-Commercial transactions, and perform all other support and regulatory functions that are required at an AMC.

What are the ongoing responsibilities of a TA Service Representative?-
- Generating account statements and cross checking the same. Handling calls pertaining to clarifications of processed transactions.- Dispatching redemption, compensation payments or rejection letters and other correspondence to investors and commission payments to distributors within the prescribed timelines.- Tallying of the time stamping log book. Attending department meetings. Project work, personal development and performance review

What ideal qualifications, skills & experience would help someone to be successful?
- Education And Experience:_- Graduate, preferably in the commerce/ accounting / finance background, proficient in English and numerate.
- Experience:_
- Required_:_- PC knowledge including use of Microsoft Office products, to include Excel and Word skills.- Administrative and time management skills- Ability to interact with team members- Strong attention to detail and quality- Model good work habits and appropriate use of procedures and controls.
- Preferred_:_- Previous branch / transactions processing experience- Knowledge of Indian mutual funds and regulations involved therein.
- Licenses And Certifications:_- Amfi Certified
- knowledge, skills, and abilities:_- Regulatory and Product Knowledge
- Problem Solving and Decision Making:_- Required

NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.

Work Shift Timings - 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.
Hear more from our employees

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.
- 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)
- 12 weeks Paternity leave
Learn more about the wide range of benefits we offer at Franklin Templeton
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, religi

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