Relationship Manager
Franklin Templeton Investments —Kolkata, West Bengal
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- Microsoft Office
- Master's degree
- Health insurance
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Relationship Manager

Franklin Templeton Investments -
Kolkata, West Bengal

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Job details

Full-time

Benefits

Health insurance

Qualifications

Microsoft Powerpoint
Local language
Microsoft Office
Master's degree
Bachelor's degree
Territory management
Business Administration
Hindi
MBA

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 Internal Wholesaler group responsible for?

An Internal Wholesaler (IWS) serves as the single point of contact for both sales and service requirements of distributors within the assigned territory. The role demands continuous knowledge enhancement, innovative thinking to drive business, and strong self-motivation. Regular collaboration with Regional heads, Cluster heads, External wholesalers, and the service team is essential to ensure effective teamwork and efficient business delivery.
The IWS is primarily responsible for generating sales in territories without a Franklin Templeton branch /physical presence. This involves leveraging industry knowledge, understanding FT products, campaigns, and solutions to proactively engage distributors through calls, online presentations, and frequent field visits to the top IWS locations of East Others cluster. These visits include large-format meetings and one-on-one distributor interactions.
Key responsibilities include achieving defined sales targets, expanding market share, and resolve distributor queries in partnership with the service team.

What are the ongoing responsibilities of Internal Wholesaler?

Internal wholesalers perform tasks designed to develop and grow business relationships with the goal of expanding markets and increasing sales. The way of communication and engagement is through calls, video conferences, regular field visits and virtual knowledge sessions. While a database is provided, an IWS is responsible for expanding the same by identifying opportunities of empanelling potential distributors, create more national distributor contact points.

Maintain & Grow Distributor Relationships:

Achieve sales targets and grow market share.
Build and manage distributor relationships through regular calls and field visits.
Provide market insights, product updates, and digital enhancements to add value.
Maintain and refresh distributor database quarterly to focus on key business counters.
Conduct consultative sales calls and virtual engagements with IMFDs and National Distributors.
Coordinate with internal teams to resolve distributor queries promptly.

Planning, Adhering to Sales Efficiency Process & Territory Management:

Drive Territory Business & Execution:

Monitor sales metrics and apply market intelligence to maintain effective databases.
Ensure quality call/activity capture in Talisma CRM to improve engagement and productivity.
Collaborate with sales leaders, external wholesalers, and internal teams to manage territory and drive business.
Design roadmaps and strategies to achieve both macro (sales) and granular (IMFD/ND) targets.
Identify high-potential counters and engage senior leaders or portfolio managers for targeted sessions.
Support branch-level engagements and handle distributor queries with minimal supervision.

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

Bachelor’s degree or equivalent; MBA preferred.
2–4 years of relevant experience in Mutual fund sales.
Proficiency in the local language Hindi (Mandatory) & Bhojpuri ( Preferred).
Skilled in Microsoft Office and delivering PowerPoint presentations.
Regular work travel
Willing to work from Kolkata location.

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.

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What is the Internal Wholesaler group responsible for?

What are the ongoing responsibilities of Internal Wholesaler?

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

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