Sr Manager / AVP - Business Development
Franklin Templeton · Mumbai · onsite · Posted 28d ago
Undisclosed15–18 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- 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.
- Masters 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
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
distributorRegional SalesCFAmathematicspricing modelsimpact analysisPersonal Loankey account managementFinancial Advisorymedical insuranceBusiness DevelopmentFintechPortfolio ManagementCFPoperationsbusiness strategy
About Franklin Templeton
Franklin Templeton
San Mateo
US
About
Franklin Templeton India operates in the asset management and financial services industry, offering investment solutions such as mutual funds, retirement planning, and wealth management. The company focuses on delivering long-term value to investors through research-driven strategies and global expertise. With career opportunities in investment management, operations, technology, and client servicing, Franklin Templeton positions itself as a leading employer in the financial sector. Its mission is to help individuals and institutions achieve financial goals by combining innovation, disciplined investment practices, and customer-centric services.
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