Supervisor - Customer Service - West Branch Services (pune)

Supervisor – Customer Service

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Come join us in delivering better outcomes for our clients around the world!

We are looking for a supervisor – Customer Service to join our Branch Services West based in Pune.

Supervise the daily operations of the region and the attached branches. Coordinate with other sub functions of TA and other departments to resolve the investor related and distributor related issues. Ensure that the standard terms of service offering are met at all three levels viz., a. investors, b. distributors, and c. internal customer. Recruit, coach and manage the performance of individual team members. Improve daily processes and procedures; support and implement change; and through communication, guide the team towards achieving company goals. Ensure the regulations are complied with strictly in terms of operations and customer service. Fulfill customer expectations. Handle or initiate other projects that benefit the company

Ongoing Responsibilities

Supervises a team of professional employees to achieve objectives and requirements of own team and/or workgroup, which may include more complex and/or higher risk functions and decision-making.

Aligns workgroup or team to Global Shareholder Services (GSS) business objectives and climate to drive positive customer experience and protect best interest of shareholders, funds and FT

Involved in divisional or corporate initiatives. Manages short-to-moderate-term objectives.

May lead across multiple locations/regions.

Develops and drives goals in support of the strategic and operational plans for the department; sets priorities and administers implementation of business solutions; and drives/promotes change adoption.

Engages team, develops direct reports, advocates for staff developmental needs, and proactively manages pay for performance philosophy.

Monitors compliance with and contributes to the evolution of internal policies and procedures.

Collaborates locally and across regions with cross-functional leaders as needed to plan for and coordinate objectives, builds relationships with peers and business partners to drive the business.

Responsible for completion of special projects as may be assigned.

Manage resources such that project activities are completed within affecting BAU

Preparation of project related reports that need to be sent to the management

Manage and maintain good relationship with vendors and business partners

Plan and prepare Annual Goals and monitor Progress

Communicate with and influence internal and external stakeholders regarding key deliverables

Has good Presentation skills, influencing and negotiating skills

Effectively drive and manage change, plan business contingency and achieve cross-training

Ability to identify and apply company policies and procedures

Qualifications, Skills, and Experience

Graduation / MBA

Overall, 8 – 10 years of experience in AMCs / Banks in a similar role, with supervisory experience in India.

NISM V-A certification

Work Shift Timings - 9:00 AM - 6:00 PM IST

Experience Our Culture

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

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)
• 12 weeks Paternity leave

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 is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.