Customer Service Representative
1 month ago
At Franklin Templeton, we're dedicated to delivering better client outcomes by partnering closely with our clients, assessing their strategic needs, and identifying solutions that meet their challenges. Our global team of over 12,000 employees works in 34 countries to provide investment solutions for clients in more than 160 countries.
Job SummaryThe TA Service Representative - GSS Asia/EMEA Cust Svcs AMC group is responsible for handling phone calls, walk-ins, and commercial transactions, as well as performing first-level NIGO checks and other support and regulatory functions.
Key Responsibilities- Initial processing of investor applications at the branch, liaising with the back office, and generating reports.
- Generating account statements, cross-checking, and handling calls for transaction clarifications.
- Dispatching redemption, compensation payments, or rejection letters and other correspondence to investors and commission payments to distributors within prescribed timelines.
- Tallying of the time-stamping log book and attending department meetings.
- Project work, personal development, and performance review.
- Graduate, preferably in commerce, accounting, or finance, with proficiency in English and numeracy.
- PC knowledge, including Microsoft Office products, with 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.
- Previous branch/transactions processing experience.
- Knowledge of Indian mutual funds and regulations.
- Amfi Certified.
- Regulatory and product knowledge.
Franklin Templeton is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Our benefits include professional development growth opportunities, an educational assistance program, medical, life, and personal accident insurance, personal loan assistance, and an employee stock investment plan.
We are an Equal Opportunity Employer, committed to providing equal employment opportunities to all applicants and existing employees, without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by law.
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