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 Sales Manager - Institutional Sales responsible for?

• The role will carry of KRA to handle Institutional Clients & Institutional Channel Partners and will be responsible for driving & achieving the assigned Institutional /Corporate sales targets.

What are the ongoing responsibilities of Senior Sales Manager - Institutional Sales?

The role will be based at Mumbai location & will report to Cluster Head-Institutional Sales, India:

• Responsible for driving & achieving the monthly corporate sales targets.
• Market Mapping, Competition mapping in the geography assigned.
• Cross sell new products and offerings, as per the launches from time to time.
• Proactively identify sales prospects and do business development activities in the region.
• Coordination with internal teams & various departments to accomplish the task assigned.
• Make daily sales calls to develop business.
• Monitor business growth regularly and maintain consistency in sourcing.
• Identify and acquire new clients and strengthen relationships with tagged existing clients.
• Efforts shall be to achieve assigned annual targets i.e. Gross, Net Sales, Asset growth, client activation / acquisition etc.
• Monitoring of Sales Metrics and adhering to processes viz. MIS, CRM Platform - Talisma, Activities, Call Reports etc.
• Work within the Compliance and Legal boundaries set by the regulatory bodies and internal framework.

What ideal qualifications, skills & experience would help someone to be successful?

Knowledge, Education, And Experience:

• Post Graduate Academic Qualification in Management Field.
• Approx. 6-12 years of sales, preferably in Asset Management Company (Institutional Sales) or BFSI – Corporate Sales.
• High Knowledge and understanding of Financial Markets, especially fixed income.

Licenses And Certifications / Qualifications:

• AMFI/NISM certification (Advisors’ Module) mandatory
• Any Financial Advisory Linked Qualification – CFP, CFA

Skills And Abilities:

• Strong written and oral communication skills
• Presentation skills
• Perseverance & Patience
• Flexibility & Adaptability
• Self-starter, self-motivated, Go-getter
• Managing the performance objectively.
• Thinking on the feet and be self-driven in resolving problems in hand.

Physical Requirements:

• Reasonable amount of physical fitness to undertake strenuous field & travel job.

Travel Requirements:

• Travel within the assigned region.

Revenue/ Non-Revenue Generating:

• Responsible for sales generation, which will ultimately generate revenue for the organization.

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

**Experience our welcoming culture and reach your professional and personal potential!

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.

Hear more from our employees

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)
• Annual recognition programme
• 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

**Learn more about the wide range of benefits we offer at Franklin Templeton

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 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 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.