TA Service Representative – Franklin Templeton

Franklin Templeton : For over six decades, individuals and institutions around the world have viewed Franklin Templeton Investments as a trusted partner in asset management. We leverage the expertise of multiple, independent investment teams to deliver truly specialized expertise across a wide range of styles and asset classes. Our investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand. Collectively, they allow us to offer clients a unique investment perspective, shaped by local expertise, global context and a long-term investment horizon. We opened our first office in India in 1995 and have continued to expand our service and product offerings ever since.  Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

We embrace individual differences and the wealth of perspectives brought by global diversity. And, though we are all different, we have one thing in common: we are dedicated to what we do. We’ve built a uniquely collaborative culture that allows us to ask fresh questions in a safe environment and harness our best thinking. So whether you are at the beginning of your professional journey, further along, or looking for a new direction, you will have all the support you need to grow your career with us.

What is the TA Service Representative for Customer Services group responsible for?

This job requires and individual to handle phone calls, take care of walk-ins, receive and report commercial transactions, do first level NIGO checks for all Commercial and Non-Commercial transactions, and perform all other support and regulatory functions that are required at an AMC.

What are the ongoing responsibilities of a TA Service Representative?

• Initial processing of investor applications at the branch, liaising with the back office and generating reports at the branch
• Generating account statements and cross checking the same. Handling calls pertaining to clarifications of processed transactions.
• Dispatching redemption, compensation payments or rejection letters and other correspondence to investors and commission payments to distributors within the prescribed timelines.
• Tallying of the time stamping log book. Attending department meetings. Project work, personal development and performance review

What ideal qualifications, skills & experience would help someone to be successful?

Education and Experience

Graduate, preferably in the commerce/ accounting / finance background, proficient in English and numerate.

Experience:

Required:

• PC knowledge including use of Microsoft Office products, to include Excel and Word skills
• Administrative and time management skills
• Ability to interact with team members
• Strong attention to detail and quality
• Model good work habits and appropriate use of procedures and controls

Preferred:

• Previous branch / transactions processing experience
• Knowledge of Indian mutual funds and regulations involved therein

Licenses and Certifications 

• AMFI CERTIFIED

Knowledge, Skills, and Abilities

• Regulatory and Product Knowledge

Problem Solving and Decision Making

• Required

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 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)

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to accommodations@franklintempleton.com . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.