Job Detail

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 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.


What is the Executive - TA Operations for Operations group responsible for?

As team player has the responsibility of overseeing and ensuring the timely processing of all the transactions. Oversee the day to day activities and to ensure all the functions are carried out on behalf of customers in accordance with department and company procedures and regulatory requirements. In doing so ensure that the standard terms of service are met. Perform any other duty as may be delegated by the unit head.

What are the ongoing responsibilities of a Executive - TA Operations?

Timely processing of all shareholder requests (financial), which may include the following activities and is not an exhaustive list.Check for accuracy of data capture and authorization of transactions processed by the data entry associates. Checking and Verification for completeness of application received and supporting documents attached.Carrying out all activities related to the processing of a transaction which may include signature verification, completeness of docs as required to process a redemption request etc

Any other department specific activity which may include any of the following and is not an exhaustive list:Cheque deposit.Bulk cheque retrieval and deposit.Cheque dishonor.Escalate/Report any anomalies found in the system.Suggest any areas for improvement in process or system.Responsible for completion of special projects as may be assigned. Ensure all project activities are completed on time.Manage and maintain good relationship with vendors and business partners.


Ability to ensure deadlines controls and procedures are adhered to.Positive approach to work and work challenges.Coordinate with the CCSC to resolve branch/customer queries in a speedy manner to enhance customer satisfaction where these relate to the Operations of the company.Attending department meetings.Generate proper MIS on the activities of the department, so that the management team is informed of the processed/pending items and reasons for the same.

Ensure that Investor complaints and queries through CCSC are resolved in a speedy manner to enhance customer satisfaction where these relate to the Operations of the company.Maintains relationship with business partners and vendors.Has good Telephone etiquette.Explain requirements and process verbally and in written.Look for ways and means to improve processes and controls thereby improving efficiency.Ensure that Investor complaints and queries are resolved in a timely manner to enhance customer satisfaction where these relate to the Operations of the company.

Required Candidate profile

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

EDUCATION AND EXPERIENCE

Graduate, preferably from a commerce / accounting / finance background. Proficient in English, numerate. 
 

Good knowledge into advance excel & Macros is preferable.

 
LICENSES AND CERTIFICATIONS
AMFI certification will be an added value.


ADDITIONAL DESIRABLE QUALIFICATIONS
MBA, AMFI certified
Knowledge of the Indian mutual funds industry and regulations involved therein (SEBI and AMFI guidelines)
Knowledge of internal process flow and movements
Strong attention to detail and quality
Model good work habits and appropriate use of procedures and controls
Problem solving and analytical skills
Reasonable 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

PROBLEM SOLVING AND DECISION MAKING

Positive approach to work and work challenges
High level of professionalism in dealings with colleagues, customers and business partners at all levels
Open communicator both upwards and downwards
Strong and proven inter-personal, communication, leadership, team building, staff selection skills are critical
Service oriented and customer focused