Senior TA Client Representative
- Franklin Templeton
- 3 to 5 Yrs
- Surat
- 4 years ago
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Job Description
- Perform the day-to-day activities of a branch unit in terms of the operations and customer service functions / supervise a sub unit within a large branch office in accordance with department and company procedures and regulatory requirements, and in doing so ensuring that the standard terms of service are met. Functions of handling a singular branch unit include attending to branch walk in customers and to investor calls via telephone. Additional functions include conducting initial processing of investor applications received at the branch and follow up with the back office for completion, and report generation. Functions of handling a sub unit within a large branch office include overseeing the day-to-day activities of the customer service associates/front office activities of the branch.
What are the ongoing responsibilities of a Senior TA Client Representative
- Perform branch operations functions such as receiving investor applications, time stamping, NIGO checking and inputting details of investor applications at the branch, sending relevant documents to the back office for processing, generating required reports within the prescribed timelines and dispatch of cheques and account statements to investors / distributors.
- Provide prompt and accurate information to customers about FT products and schemes, load structures and documentation procedures. Demonstrate highest levels of quality service in attending to customers, as well as effectively handling any grievances/complaints that may arise
- Attend to branch walk in customers and to investor calls via telephone. Coordinate with the branch operations team to follow up customer queries
- Ensure that branch functions are carried out on behalf of customers in accordance with department and company procedures and regulatory requirements, and in doing so ensuring that the standard terms of service are met
- Handle difficult investors and complaints to ensure service standards are met under all circumstances
- Generate proper MIS on the activities of the branches, so that the management team is informed of both the achievements and the requirements.
What ideal qualifications, skills & experience would help someone to be successful
- Graduate, preferably in the commerce/ accounting / finance background, proficient in English and numerate.
- Minimum 3 years experience in a customer service role
- Knowledge of the Indian mutual funds industry and regulations involved therein
- Should possess strong verbal and written communication skills
- Strong attention to detail and quality
- Model good work habits and appropriate use of procedures and controls
- Problem solving and analytical skills
Preferred:
- Experience in customer services in a supervisory / managerial capacity from the financial services industry.
Licenses And Certifications:
- AMFI CERTIFIED
Knowledge, Skills, And Abilities:
- Regulatory and Product Knowledge
Problem Solving And Decision Making:
- Required
Travel Requirements:
- Ad-Hoc
NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.
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 covers 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)
- Rewards and Recognition Program
- Volunteer services and paid time off for volunteering
- International Traveler Assistance Programme
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Client Server
Functional Area: Not Applicable
Role/Responsibilies: Senior TA Client Representative
Contact Details:
Company: Franklin TempletonLocation(s): Surat
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