Sales Manager – Institutional Sales

AMFI, Channel Partners, Corporate Sales, Fixed-Income Investing, Institutional Investments, Institutional Sales, Lead Generation, Marketing Management, Presentations, Sales Target Management
March 7, 2024
Full Time

Job Description

About the job

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Sales Manager – Institutional Sales in Marketing Administration group responsible for?

 

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

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

 

  • The role will be based at Delhi location & will report to 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?

 

  • Post Graduate Academic Qualification in Management Field.
  • Approx. 8-12 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.

Shift Work timing – 9:00 AM – 6:00 PM IST

What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

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)

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at  Franklin Templeton Careers to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to accommodations@franklintempleton.com . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.