Jobs Companies Franklin Templeton Branch Manager

À propos de ce poste Branch Manager chez Franklin Templeton

Franklin Templeton · Sur site · DURGAPUR

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.


From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.


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

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.


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

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.

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À propos de Franklin Templeton

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