Branch services

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!

About the GSS-India:

Our GSS India team delivers a wide range of shared services and operational support functions to business units and stakeholders across the organization. We manage critical processes, ensure adherence to policies and processes, support process improvements and standardization initiatives, and provide timely resolution of customer queries. The team collaborates closely with internal and external stakeholders to enhance service quality, drive efficiency, and support business objectives through continuous improvement and digital transformation initiatives. Joining us offers broad exposure to global operations, cross-functional collaboration, process excellence, and opportunities to develop expertise in shared services, stakeholder management, and business process optimization.

What is the role of Branch Service?

Effective management of calls, walk-ins, letters and email queries. Handle critical relationships by providing exceptional service support. Liaison with CAMS for enabling seamless service delivery to our clients. Effective management of operational activities of branch.

What are the ongoing responsibilities of 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.

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.

Hear more from our employees

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)
• 12 weeks Paternity leave

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 accommodations@franklintempleton.com. 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.