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Branch Manager

Franklin Templeton Investments -
Shiliguri, West Bengal

Apply Now

Job details

Full-time

Benefits

Health insurance

Qualifications

Asset management
Finance
Sales
Bachelor's degree
Communication 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!

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 the assigned territory.
Act as the single point of contact for all sales‑related matters in the branch.
Participate in various distribution initiatives undertaken by the firm.
Collaborate closely with internal stakeholders to align sales execution with organizational goals.
Monitor local market developments and competitor activity to identify business opportunities.
Ensure strict adherence to regulatory requirements and internal compliance policies.

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

Graduate / Postgraduate in Finance, Marketing, or Management.
Mandatory Certifications:
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.
Strong exposure to IMFD and retail ND/NBND distribution.
Prior experience in independent territory or single‑RM roles preferred.
Strong understanding of mutual fund products and financial markets.
Excellent communication, interpersonal, and relationship‑management skills.
Self‑motivated, execution‑driven, and results‑oriented.
Ability to manage territory independently with high ownership and discipline.
Extensive travel within the assigned branch geography
Responsible for sales generation, which will ultimately contribute to revenue for the organization.

Work Shift Timings - 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)
12 weeks Paternity leave

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 or adjustment to search for or apply for one of our positions, please send an email to [email protected]. 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.

Apply Now

Refine Your Search

experience manager jobs in west bengal

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