Executive

What are the ongoing responsibilities of an Executive - Customer Service?- Meet the critical distributors on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.- Effective Tracking of all the queries and ensure thorough NIGO checks,- 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.- 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- Be flexible for switching job profile within the team.- Should be a good team player.- Build a good rapport with the stakeholders.- Need to take care of operational activities of the branch.

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.- Fresher or 1-2 years of relevant experience in the financial services industry and mutual funds in specific.- Good writing and verbal communication skills- Good presentation skills- Capacity to handle high volume of activity in fast-paced environment.- Strong interpersonal skills; interact effectively with all levels including senior management.- Ability to work collaboratively within teams to achieve results and also adept at working independently with moderate supervision.

Remote Work Location: #LI-Onsite

Work Shift Timing - 9:00 AM - 6:00 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 in-house learning opportunities and a large collection of web-based trainings.
- 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_
- Located in the heart of Mumbai in the Indiabulls Finance Centre, with spectacular views of the buzzing city
- Walking distance of 500 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
- Annual recognition programme
- Volunteer services and paid time off for volunteering
- Close proximity to Phoenix Mall, ITC Grand Central, Four Seasons Hotel and the vibrant Lower Parel and Dadar area
- Modern amenities, a comfortable working environment with spacious balconies on each floor
- 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