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Franklin Templeton
Franklin Templeton
Franklin Templeton

Franklin Templeton - Senior Manager/AVP - Sales

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15 - 18 Years.Mumbai
Posted 7 months ago
Posted 7 months ago
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About Franklin Templeton:

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress towards their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

What is the Senior Manager / AVP - Retail Advisory Services (RAS) responsible for?

The role of the AVP in the Retail Advisory Services team is responsible for formulating and driving strategy and managing key relationships across a selected set of distribution relationships, viz. National Distributors, Fintech or Independent Financial Advisors.

What are the ongoing responsibilities of Senior Manager / AVP - RAS?

- Manage the key distributor relationships - research, product, and sales strategy teams centrally for all national distributors.

- Drive projects and initiatives to manage and develop the central gatekeeper relationships across NDs.

- Achieve and exceed the sales target of the retail distribution for the assigned set of relationships, along with the regional sales teams.

- Work with the senior sales leadership team in the country to improve sales delivery across NDs and get funds approved and recommended for sale on various ND platforms.

- Strategize the business strategy with the distributors - products, pricing, sales across locations, events, etc.

- Suggest pricing changes and do impact analysis of pricing models so that the overall objective of the firm is met.

- Coordinate the execution of sales strategy with the regional teams internally.

- Independently plan and suggest strategic initiatives.

- Work with various departments within the company independently, viz. portfolio management, products, operations, etc. for smooth implementation of the strategy devised with the distribution channel.

- Monitor sales metrics - MIS, Mathematics of Retail, Talisma, Budgets, Activities, Call Reports, weekly management reports, etc.

- Apply the requirements of the regulatory authority and mitigate risks; escalate to senior management as needed.

- Represent the Franklin Templeton brand and culture through day-to-day activities.

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

- Master's degree or equivalent is preferred.

- Financial advisory linked qualifications such as CFA/ CFP are preferred.

- AMFI/NISM certification (Advisors' Module) is mandatory.

- 15-18 years of experience in mutual fund/ wealth management industry.

- Strong product knowledge and understanding of local market.

- Strong relationship management and key account management skills.

- Excellent communication and presentation skills.

- Strong negotiating and influencing

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