- Location
- IND-BO2/12-Mumbai, India
- Type
- Full-time
- Department
- IT
- Seniority
- Senior
- Experience
- 15+ years
- Education
- Master
- Source
- Workday
Description
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 world!
What is the Senior Manager / AVP – Retail Advisory Services (RAS) responsible for?
The role of the AVP in the Retail Advisory Services team is responsible for formulating and driving strategy and managing key relationships across a selected set of distribution relationships, viz. National Distributors, Fintech or Independent Financial Advisors.
What are the ongoing responsibilities of Senior Manager / AVP – RAS?
Manage the key distributor relationships - research, product, and sales strategy teams centrally for all national distributors.
Drive projects and initiatives to manage and develop the central gatekeeper relationships across NDs.
Achieve and exceed the sales target of the retail distribution for the assigned set of relationships, along with the regional sales teams.
Work with the senior sales leadership team in the country to improve sales delivery across NDs and get funds approved and recommended for sale on various ND platforms.
Strategize the business strategy with the distributors – products, pricing, sales across locations, events, etc.
Suggest pricing changes and do impact analysis of pricing models so that the overall objective of the firm is met.
Coordinate the execution of sales strategy with the regional teams internally.
Independently plan and suggest strategic initiatives.
Work with various departments within the company independently, viz. portfolio management, products, operations, etc. for smooth implementation of the strategy devised with the distribution channel.
Monitor sales metrics – MIS, Mathematics of Retail, Talisma, Budgets, Activities, Call Reports, weekly management reports, etc.
Apply the requirements of the regulatory authority and mitigate risks; escalate to senior management as needed.
Represent the Franklin Templeton brand and culture through day-to-day activities.
What ideal qualifications, skills & experience would help someone to be successful?
Master's degree or equivalent is preferred.
Financial advisory linked qualifications such as CFA/ CFP are preferred.
AMFI/NISM certification (Advisors’ Module) is mandatory.
15-18 years of experience in mutual fund/ wealth management industry.
Strong product knowledge and understanding of local market.
Strong relationship management and key account management skills.
Excellent communication and presentation skills.
Strong negotiating and influencing skills.
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.
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)
Annual recognition programme
Volunteer services and paid time off for volunteering
12 weeks Paternity leave
Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city
Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
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, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
