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!
About The Department:
The Consultant Services team plays a critical role in retaining clients and supporting business growth. The team manages due diligence questionnaires and consultant databases that communicate Franklin Templeton's investment capabilities to clients, consultants, and advisers worldwide. Team members collaborate closely with Sales, Client Services, Consultant Relations, Product Management, Fund Accounting, Legal and Compliance, and other stakeholders to deliver timely, accurate information. The environment is collaborative, fast-paced, and client-focused, offering opportunities to build expertise in asset management, consultant servicing, project coordination, and stakeholder engagement.
Core Responsibilities:
- You will complete due diligence questionnaires and data templates.
- You will review, analyze, and update client information requests.
- You will gather data from approved internal sources.
- You will evaluate new requests and establish delivery plans.
- You will manage timelines and ensure data accuracy.
- You will maintain process documentation and tracking records.
- You will proactively identify and escalate issues.
Strategic Responsibilities:
- You will maintain consultant database content and product profiles.
- You will complete quantitative and qualitative database updates.
- You will support Environmental, Social and Governance reporting content.
- You will assist with Diversity and Inclusion updates.
- You will support consultant-driven business opportunities.
- You will coordinate new product setup and profile launches.
- You will share insights that improve team efficiency and quality.
Team & Collaboration:
- You will work closely with cross-functional business partners.
- You will support relationship managers and consultant relations teams.
- You will engage professionally with internal and external stakeholders.
- You will collaborate with subject matter experts on content reviews.
- You will represent Franklin Templeton’s values in all interactions.
Experience, Education & Certifications:
- Bachelor’s degree in commerce, Business Administration, or a related discipline.
- 1–3 years of relevant experience.
- Exposure to asset management is preferred.
- Understanding of retail and institutional financial markets.
Technical Skills:
- Intermediate proficiency in Microsoft Excel and Outlook.
- Ability to learn new systems and proprietary applications.
- Strong written and verbal communication skills in English.
- Excellent attention to detail and data accuracy.
- Ability to maintain high-quality documentation and reporting.
Soft Skills:
- Strong client and stakeholder focus.
- Effective project management and planning skills.
- Excellent organizational and prioritization abilities.
- Ability to manage multiple deadlines simultaneously.
- Adaptability in a fast-paced environment.
• Independent and proactive approach to work. • Strong learning mindset and professional accountability.
Work Shift Timings - 2:00 PM IST to 11:00 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
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
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.
