Ta Service Representative - Bengaluru, India - Franklin Templeton Investments

Franklin Templeton Investments

Verified Company

Bengaluru, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

What is the TA Service Representative - 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 TA Service Representative?- Meet the target distributor segment on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors.- Effective Tracking of all 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.- Maintain effective channels of communication with all CAMS/KARVY POS for effective delivery of services to our distributors.- Travel to identified top CAMS/Karvy locations.

To start with select pilot locations.- Maintenance of standard pre-visit/on-visit/post visit MIS.- First 2-4 visits have to be focused to iron out current service issues.

- 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

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 - 10 AM to 7 PM IST

What makes Franklin Templeton Investments unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of
Total Rewards

—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:_
Professional development growth opportunities through inhouse classes and over 150 Webbased 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)
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at
Franklin Templeton Careers

- to learn more about our company and our career opportunities.