Ta Service Representative

2 weeks ago


Chennai, India Franklin Templeton Investments Full time

Job Description
- 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 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 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)
- “Location specific benefits” as mentioned below_
- 2 offices in Chennai.
- Good Sheppard House Office located near Valluvar Kottam, Kodambakkam.
- Century Centre office located at the heart of the city.
- Walking distance of 500 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
- Rewards and Recognition Program.
- Volunteer services and paid time off for volunteering.
- 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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