At Franklin Templeton, we believe success is built through powerful partnerships. As a forwardthinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cuttingedge strategies and deep insights to unlock opportunities for longterm 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.
Role Overview
- We are looking for a dynamic and experienced sales professional to join our Retail Sales team in Mumbai. The ideal candidate will be responsible for driving sales and increasing market share through strategic engagement with distributors, including IMFDs, banks, private wealth firms, Aggregators & Retail Distributors. This role demands strong relationship-building capabilities and a collaborative approach to working with internal and external stakeholders to grow the business at Franklin Templeton.
What are the ongoing responsibilities of Relationship Manager
- Manage and grow a defined set of distributor relationships in the Mumbai market.
- Drive sales through the IMFD and / or National Distributor Channels including Banks, Retail Distributors & Aggregators.
- Achieve annual targets across Gross Sales, Net Sales, SIPs, and Market Share.
- Develop and execute strategic plans to expand the distribution network.
- Collaborate closely with internal business stakeholders to align sales strategies with organizational goals.
- Track market trends, competitive activities, and business opportunities.
- Monitoring of Sales Metrics – MIS, Mathematics of Retail, Budgets, Activities, Call Reports, Weekly management reports, etc.
- Ensure compliance with all regulatory and internal policies.
- Support additional strategic initiatives and projects as assigned.
What ideal qualifications, skills & experience would help someone to be successful
- Graduate; MBA/Management degree preferred.
- Minimum 8–10 years of experience in Mutual Fund sales in Mumbai with strong ND and IMFD channel expertise.
- Strong understanding of financial markets and investment products.
- NISM VA & NISM Series XIII certifications are mandatory.
- Excellent communication skills; fluency in English & Hindi.
- Proficiency in Microsoft Office applications.
- Strong presentation and interpersonal skills.
- Self-driven, adaptable, and capable of working independently in a fast-paced environment.
- Ability to uphold and demonstrate the organization's values and culture.
What We're Looking For
- A proactive and strategic thinker with a passion for sales.
- A team player who thrives in a collaborative environment.
- Someone who can build lasting partnerships and drive business growth.
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.
