- Location
- IND-BO2/12-Mumbai, India
- Type
- Full-time
- Department
- Sales
- Seniority
- Manager
- Experience
- 8+ 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!
Role Overview:
We are looking for a dynamic and experienced sales professional to join our Retail Sales team in Mumbai. The ideal candidate will be responsible for driving sales and increasing market share through strategic engagement with distributors, including IMFDs, banks, private wealth firms, Aggregators & Retail Distributors. This role demands strong relationship-building capabilities and a collaborative approach to working with internal and external stakeholders to grow the business at Franklin Templeton.
What are the ongoing responsibilities of Relationship Manager?
Manage and grow a defined set of distributor relationships in the Mumbai market.
Drive sales through the IMFD and / or National Distributor Channels including Banks, Retail Distributors & Aggregators.
Achieve annual targets across Gross Sales, Net Sales, SIPs, and Market Share.
Develop and execute strategic plans to expand the distribution network.
Collaborate closely with internal business stakeholders to align sales strategies with organizational goals.
Track market trends, competitive activities, and business opportunities.
Monitoring of Sales Metrics – MIS, Mathematics of Retail, Budgets, Activities, Call Reports, Weekly management reports, etc.
Ensure compliance with all regulatory and internal policies.
Support additional strategic initiatives and projects as assigned.
What ideal qualifications, skills & experience would help someone to be successful?
Graduate; MBA/Management degree preferred.
Minimum 8–10 years of experience in Mutual Fund sales in Mumbai with strong ND and IMFD channel expertise.
Strong understanding of financial markets and investment products.
NISM VA & NISM Series XIII certifications are mandatory.
Excellent communication skills; fluency in English & Hindi.
Proficiency in Microsoft Office applications.
Strong presentation and interpersonal skills.
Self-driven, adaptable, and capable of working independently in a fast-paced environment.
Ability to uphold and demonstrate the organization’s values and culture.
What We’re Looking For?
A proactive and strategic thinker with a passion for sales.
A team player who thrives in a collaborative environment.
Someone who can build lasting partnerships and drive business growth.
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.
