Sales Support Executive - Bengaluru / Bangalore - confidential

    confidential
    confidential Bengaluru / Bangalore

    4 days ago

    Full time
    Description

    Key Responsibilities:

    Sales Team Coordination:

    • Serve as the central point of coordination for sales teams across Bangalore, Kochi, and Mangalore.
    • Assist in execution of sales campaigns, distributor engagement activities, and product communications.
    • Ensure timely follow-ups and closure of tasks delegated by the sales team, with an emphasis on distributor servicing and internal coordination.

    Branch Operations:

    • Manage regular administrative and operational workflows within the branch sales including transaction collection, document verification, dispatch coordination, and query resolution.
    • Liaise with the Operations teams for processing and escalation support.

    MIS, Data Management & Reporting:

    • Prepare and maintain MIS dashboards related to sales performance, AUM movements, SIP book, and region-specific business metrics.
    • Track partner activity across assigned geographies.
    • Share periodic reports with Branch and Regional leadership, along with key insights wherever required.

    Distributor & Channel Partner Support:

    • Support IMFDs National Distributors (NDs), and banking partners with onboarding, documentation, and transaction queries.
    • Provide guidance on digital transaction tools, online platforms, and mobile apps offered by Franklin Templeton.
    • Build working knowledge of key partners in the region familiarity with top IMFD partners and ND networks will be a strong plus.

    Event & Meeting Support:

    • Coordinate logistics and backend support for regional IMFDs meetings training programs, webinars, and market update sessions.
    • Manage distributor communications, invitations, attendance, and feedback collation.

    Compliance & Documentation:

    • Ensure all activities adhere to SEBI, AMFI, and internal compliance guidelines.
    • Maintain audit-ready documentation, proper record-keeping, and real-time database updates.

    Candidate Profile:

    Experience & Education:

    • 3-5 years of relevant experience in mutual fund operations, branch support, or sales coordination
    • Graduate/Postgraduate in Commerce, Business Administration, or Finance
    • Experience in coordinating across multiple branches or regions is preferred
    • Prior experience in mutual funds or financial services is essential
    • NISM VA certification is compulsory

    Skills & Competencies:

    • Strong interpersonal and communication skills (fluency in English; knowledge of Kannada and/or Malayalam is a plus)
    • Proficient in MS Office Suite (Excel, PowerPoint, Outlook) and CRM tools
    • High attention to detail, process orientation, and organizational ability
    • Self-starter with a service-oriented mindset and the ability to multi-task
    • Understanding of mutual fund products, distribution ecosystem, and operational workflow
    • Knowledge of key IMFD and National Distributor partners in Bangalore will be an added advantage

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