Executive-mutual Fund Operations

1 - 5 Years
Not Disclosed by RecruiterOpenings: 5Posted 32 days agoJob Applicants: 2139+Job Views: 4276+

Job Description

Job Summary:

A team player has the responsibility of overseeing and ensuring the timely processing of all the transactions. Oversee the day to day activities and to ensure all the functions are carried out on behalf of customers in accordance with department and company procedures and regulatory requirements. In doing so ensure that the standard terms of service are met. Perform any other duty as may be delegated by the unit head.

Job Duties:

  • Timely processing of all shareholder requests (financial), which may include the following activities and is not an exhaustive list:
  • Check for accuracy of data capture and authorization of transactions processed by the data entry associates.
    Checking and Verification for completeness of application received and supporting documents attached.
  • Carrying out all activities related to the processing of a transaction which may include signature verification, completeness of docs as required to process a redemption request etc.
  • Any other department specific activity which may include any of the following and is not an exhaustive list:
    Cheque deposit
    Bulk cheque retrieval and deposit
    Cheque dishonor
  • Escalate/Report any anomalies found in the system
    Suggest any areas for improvement in process or system
    Responsible for completion of special projects as may be assigned. Ensure all project activities are completed on time
  • Manage and maintain good relationship with vendors and business partners
  • Ability to ensure deadlines controls and procedures are adhered to
  • Positive approach to work and work challenges
  • Coordinate with the CCSC to resolve branch/customer queries in a speedy manner to enhance customer satisfaction where these relate to the Operations of the company.
  • Attending department meetings
  • Generate proper MIS on the activities of the department, so that the management team is informed of the processed/pending items and reasons for the same
  • Ensure that Investor complaints and queries through
  • CCSC are resolved in a speedy manner to enhance customer satisfaction where these relate to the Operations of the company.
  • Maintains relationship with business partners and vendors
  • Has good Telephone etiquette
  • Explain requirements and process verbally and in written
  • Look for ways and means to improve processes and controls thereby improving efficiency
  • Ensure that Investor complaints and queries are resolved in a timely manner to enhance customer satisfaction where these relate to the Operations of the company

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Operations/Processes/Finance/Legal

Role:Operations Officer

Employment Type:Permanent Job, Full Time


Desired Candidate Profile


Graduate, preferably from a commerce / accounting / finance background. Proficient in English, numerate.
Previous experience in handling a team, preferable in the mutual fund industry with a minimum of 1+ years of Industry exposure.

AMFI certification will be an added value.

MBA, AMFI certified
Knowledge of the Indian mutual funds industry and regulations involved therein (SEBI and AMFI guidelines)
Knowledge of internal process flow and movements
Strong attention to detail and quality
Model good work habits and appropriate use of procedures and controls
Problem solving and analytical skills
Reasonable PC knowledge including use of Microsoft Office products, to include Excel and Word skills
Administrative and time management skills
Ability to interact with team members

Positive approach to work and work challenges
High level of professionalism in dealings with colleagues, customers and business partners at all levels
Open communicator both upwards and downwards
Strong and proven inter-personal, communication, leadership, team building, staff selection skills are critical
Service oriented and customer focused


Doctorate:Doctorate Not Required

Company Profile

Franklin Templeton International

Franklin Templeton Investments is a top global investment management organization committed to offering high quality products and providing outstanding service to our customers. We are one of the largest financial services groups in the world based at San Mateo, California USA. We as a group have US$ 647.0 billion in assets under management globally (as of November 30, 2007). <br><br>In India Franklin Templeton has offices in 33 locations and manages assets of Rs.32041.84 crores for over 24 lakh investors as of October 31, 2007.<br><br>We value our employees and are committed to making the most of their skills and potential through training & development programmes and opportunities.
View Contact Details+

Recruiter Name:Sudeshna Sarkar

Contact Company:Franklin Templeton International

Email :sudeshna.sarkar@franklintempleton.com

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