Franklin Templeton
asset management, wealth management, and fintech
SeniorManager/AVP-BusinessDevelopment
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Manager / AVP - Business Development at Franklin Templeton. Skills: Business Development, strategy, distribution relationships, sales target achievement, sales strategy, pricing models, sales metrics monitoring, regulatory compliance. formulating and driving strategy. managing key relationships across a selected set of distribution relationships, viz. National Distributors, Fintech or Independent Financial Advisors”
What You'll Achieve.
Achieve and exceed the sales target of the retail distribution for the assigned set of relationships; improve sales delivery across NDs and get funds approved and recommended for sale on various ND platforms; Suggest pricing changes and do impact analysis of pricing models so that the overall objective of the firm is met
Industry & Context.
What They're Looking For.
Must Have
AMFI/NISM certification (Advisors’ Module)
Nice to Have
Master's degree or equivalent, Financial advisory linked qualifications such as CFA/CFP
What You'll Do.
formulating and driving strategy, 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 escalate to senior management as needed, Represent the Franklin Templeton brand and culture through day-to-day activities.
How You'll Work.
Team & Collaboration
Manage the key distributor relationships - research, product, and sales strategy teams centrally for all national distributors; 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; Coordinate the execution of sales strategy with the regional teams internally; 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
Communication Scope
Excellent communication and presentation skills
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!** # _**What is the Senior Manager / AVP – Retail Advisory Services (RAS) responsible for?**_ * 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. # _**What are the ongoing responsibilities of Senior Manager / AVP – RAS?**_ * 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 an
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