Franklin Templeton Investments Hiring for Customer Service Representative-1 at Mumbai, Maharashtra Full Time

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

• 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 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 environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to accommodations@franklintempleton.com . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.