Senior Executive

Franklin Templeton

3 - 6 years

4 - 9 Lacs

Chennai

Posted:14 hours ago| Platform:

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Skills Required

funding accounting mis taxation finance financial analysis accounts payable cash management investment banking auditing sales budgeting marketing treasury bank reconciliation selling financial planning mutual funds treasury management

Work Mode

Work from Office

Job Type

Full Time

Job Description

What is the Sr Executive - GSS Asia EMEA Cust Svcs AMC group responsible for?

Effectively manage the critical distributors at Third party POS locations by providing exceptional service support. Liaison with the key personnel at third party POS for enabling seamless service delivery to our clients & distributors.

What are the ongoing responsibilities of a Sr Executive?

Meet the target distributor segment on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.
Effective tracking of all queries requests and complaints
Effective tracking of 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.
Escalation handling
Critical distributor handling and management.

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.
NISM Certification - To be cleared within 3 attempts
PC knowledge including use of Microsoft Office products especially Excel and Word skills
Administrative and time management skills
Ability to interact with external clients and team members equally effectively
Strong attention to detail and quality
Previous branch Service oriented
Knowledge of mutual funds and regulations involved therein
Excellent communication, relationship and technical skills

Work Shift Timings - 9:00 AM - 6:00 PM IST

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