Franklin Templeton
Financial Services
BranchManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Branch Manager at Franklin Templeton. Skills: Mutual fund sales, Distributor relationships, Territory management. Drive mutual fund sales. Increase market share”
What You'll Achieve.
Achieve defined Gross Sales targets; Achieve defined Net Sales targets; Achieve defined SIP targets; Achieve defined AUM targets
Industry & Context.
Extensive travel within assigned branch geography
What They're Looking For.
Must Have
Graduate / Postgraduate in Finance, Marketing, or Management, NISM Series VA – Mutual Fund Distributors (valid), NISM Series XIII – Common Derivatives (valid), 6–10 years of experience in mutual fund / asset management / financial services sales, exposure to IMFD and retail ND/NBND distribution
Nice to Have
Prior experience in independent territory or single-RM roles
What You'll Do.
Drive mutual fund sales
Increase market share
Engage with distributors
Own business development
Cover assigned branch geography
Ensure on-ground execution
Adhere to regulatory standards
Adhere to internal compliance standards
Achieve Gross Sales targets
Achieve Net Sales targets
Build relationships with distributors
Onboard new distributors
Activate new distributors
Increase wallet share
Plan distributor meetings
Execute local market activation
Enhance Franklin Templeton's visibility
Act as single point of contact
Participate in distribution initiatives
Align sales execution
Monitor local market developments
Monitor competitor activity
Identify business opportunities
Ensure adherence to regulatory requirements
Ensure adherence to internal compliance policies
How You'll Work.
Team & Collaboration
Collaborate with internal stakeholders
Full Job Description
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!** _**Brief on Role:**_ _**This is a single‑person branch role and an individual contributor position. We are seeking a dynamic and execution‑focused professional who will be responsible for:**_ * Driving mutual fund sales and increasing market share through strategic engagement with distributors, including Independent Mutual Fund Distributors (IMFDs), Retail Distributors, Banks, and Private Wealth partners. * Owning complete business development and market coverage for the assigned branch geography. * Ensuring strong on‑ground execution while adhering to regulatory and internal compliance standards # _**What are the ongoing responsibilities of a Branch Manager – Retail Sales?**_ * Drive sales growth and market share across assigned distributor channels in the branch geography. * Achieve defined Gross Sales, Net Sales, SIP, and AUM targets for the branch. * Build and maintain strong relationships with IMFDs, distributors, bank RMs, and private wealth partners. * Identify, onboard, and activate new distributors / IFAs as per company guidelines. * Increase wallet share from existing distributor relationships through consistent engagement. * Plan and execute distributor meetings, joint calls, and local market activation initiatives. * Enhance Franklin Templeton’s visibility and brand recall within th
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