Franklin Templeton - Manager/Senior Manager - Institutional Sales/Asset Management

Manager / Senior Manager - Institutional Sales - Asset Management

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9500 employees working in more than 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 70 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.

Number of position : 3

Job location : Mumbai , Bangalore and Pune ( 1 in each location)

Manager / Senior Sales Manager - Institutional Sales

What is the Sales Manager - Institutional Sales in Marketing Administration group responsible for?

- The role will carry of KRA to handle Institutional Clients & Institutional Channel Partners and will be responsible for driving & achieving the monthly corporate sales targets.

What are the ongoing responsibilities of Sales Manager- Institutional Sales

- The role will be based at Mumbai /Pune and Bangalore location & will report to Head-Institutional Sales, India.

- Responsible for driving & achieving the monthly corporate sales targets.

- Market Mapping, Competition mapping in the geography assigned.

- Cross sell new products and offerings, as per the launches from time to time.

- Proactively identify sales prospects and do business development activities in the region.

- Coordination with internal teams & various departments to accomplish the task assigned.

- Make daily sales calls to develop business.

- Monitor business growth regularly and maintain consistency in sourcing.

- Identify and acquire new clients and strengthen relationships with tagged existing clients.

- Efforts shall be to achieve assigned annual targets i.e. Gross, Net Sales, Asset growth, client activation / acquisition etc.

- Monitoring of Sales Metrics and adhering to processes viz. MIS, CRM Platform - Talisma, Activities, Call Reports etc.

- Work within the Compliance and Legal boundaries set by the regulatory bodies and internal framework.

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

KNOWLEDGE, EDUCATION, AND EXPERIENCE:

- Post Graduate Academic Qualification in Management Field.

- Approx. 8-12 years of sales, preferably in Asset Management Company (Institutional Sales) or BFSI - Corporate Sales.

- High Knowledge and understanding of Financial Markets, especially fixed income.

LICENSES AND CERTIFICATIONS / QUALIFICATIONS:

- AMFI/NISM certification (Advisors' Module) mandatory

- Any Financial Advisory Linked Qualification ; CFP, CFA

SKILLS AND ABILITIES:

- Strong written and oral communication skills

- Presentation skills

- Perseverance & Patience

- Flexibility & Adaptability

- Self-starter, self-motivated, Go-getter

- Managing the performance objectively.

- Thinking on the feet and be self-driven in resolving problems in hand.

PHYSICAL REQUIREMENTS:

- Reasonable amount of physical fitness to undertake strenuous field & travel job.

TRAVEL REQUIREMENTS:

- Travel within the assigned region.

REVENUE/ NON-REVENUE GENERATING:

- Responsible for sales generation, which will ultimately generate revenue for the organization.