2 - 5 years

4 - 7 Lacs

Posted:1 week ago| Platform: Naukri logo

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Work Mode

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Job Type

Full Time

Job Description

What is Portfolio Administration Team responsible for
  • The Portfolio Administration department provides operational support to Institutional, Sub-advised & High Net Worth separate accounts managed by Franklin Templeton. This includes issue resolution, providing accounting and reporting services, and delivering comprehensive account information to our internal and external partners.
What are the ongoing responsibilities of Senior Client Service Representative
  • Ownership of assigned Institutional Separate Account portfolios on behalf of Franklin Templeton Services (FTS).
  • Proactively troubleshoot and resolve queries, track issues to completion via collaboration with key groups and individuals globally.
  • Support account events such as on-boarding activities, restructuring and participating in client/custodian meetings for custodian changes.
  • Develop solutions and deliver complex/custom reports and procedures as requested.
  • Actively developing and maintaining robust stakeholder relationships.
  • Deliver premiere and seamless client service to internal and external clients such as Sales/Marketing, Client Services, external Institutional Clients, Portfolio Management, Trading and Performance.
What ideal qualifications, skills & experience would help someone to be successful
  • Possesses problem solving skills, detail orientation and good analytical skills.
  • Communicates effectively, builds and maintains relationships with internal teams and business partners.
  • Has good organizational skills and ability to prioritize own workloads.
  • Demonstrates a keen interest in applying technology and AI tools, with experience in developing, testing and implementing automated processes.
  • Is flexible with assigned work; able to work across time zones and expand scope where as needed.
  • Holds a Bachelor s Degree (preferably finance related) and possesses Investment Management industry experience; ideally in Operations for listed and OTC instruments.
Work Shift Timing - 6:30 AM - 3:30 PM IST (this may need to be adjusted according to business needs)
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
  • Onsite fitness center, recreation center, and cafeteria
  • Transport facility
  • Child day care facility for women employees
  • Cricket grounds and gymnasium
  • Library
  • Health Center with doctor availability
  • HDFC ATM on the campus

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 . 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.

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Franklin templeton asset management (india)pvt logo
Franklin templeton asset management (india)pvt

Investment Management

Mumbai

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