At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
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.
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.
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 skills.
Work Shift Timings - 9:00 AM - 6:00 PM IST
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
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)
- Annual recognition program
- Volunteer services and paid time off for volunteering
- 12 weeks Paternity leave
- Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city
- Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton Mumbai, Maharashtra, IND Office
Mumbai, India
