• Save Job
  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

Global Client Relations Analyst - 827031

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries For over 65 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 Global Client Relation Analyst , USAS - Client Services group responsible for

Manage CRMs, Books Process, ensure smooth operation of Client Services process and administrative support functions

What are the ongoing responsibilities of an Global Client Relation Analyst

Work on CRMs


Acknowledge requests within 1 hour of receipt
Prioritize & Complete tasks within agreed upon deadlines
Negotiate deadlines as needed during peak times
Ability to add, remove and update firms and contacts
Ability to search, query and download data upon request
Add consultant notes
Maintain report recipient lists (Fund book, flash reports, etc)
Ability to create and promote firms
Update consultant hierarchy/joins
Update Tier Level, Opportunities and Risk Ratings
Update contacts in IRIS who receive monthly and quarterly reports
Report and escalate issues using JIRA
Provide SME for enhancements or projects related to IRIS


Acknowledge requests within 1 hour of receipt
Prioritize & Complete tasks within agreed upon deadlines
Negotiate deadlines as needed during peak times
Ability to add, remove and update firms and contacts
Ability to promote or create firms as needed
Escalate and report issues
Provide SME for enhancements or projects related to SMART

Meeting Books

Utilize and maintain the book calendar to distribute work amongst team members, complete and manage requests/tasks
Prioritize & Complete tasks within agreed upon deadlines
Negotiate deadlines as needed during peak times
Follow appropriate procedure to generate pre/post sale books for all channels, products and investment vehicles
Utilize advanced PPT and PDF editing skills to edit books as needed
Report issues using the GBS Portal
Might require to speak to Portfolio Managers and Relationship managers on a need basis
Have to reach out to various teams for Rush requests, data collation and to meet certain important and immediate deadlines

Business Reporting

Run and review data governance reports - Daily
Run SMART Activity Report
IRIS Government Agencies Quarterly Report
Review and confirm accuracy of Monthly/Quarterly Reports lists sent by GCSS

Expense Reporting

Consistently meet deadlines of Expense Reporting
Be proactive in reaching out to leaders to request for receipts

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

Bachelors Degree
2 years administrative and/or business administration experience
Strong verbal and written communication skills Excellent knowledge of proper English usage, grammar, vocabulary and spelling
Working knowledge of generally accepted office procedures, practices and equipment


Experience with Powerpoint presentations, charting, analytics, metrics
Editing and copyediting experience
Experience in the mutual fund/ financial services industry, helpful


Microsoft Office skills Word, Excel, PowerPoint, MS Outlook
Ability to communicate effectively both orally and in writing and to establish and maintain cooperative working relationships with Company management and outside business associates
Exercises discretion, deductive reasoning, anticipation of expectations, sense of urgency; diplomacy
Ability to interact with senior management and external clients or vendors on a regular basis
Excellent organizational skills
Strong attention to details
Ability to organize and prioritize workflow
Ability to maintain confidentiality
Ability to maintain updated knowledge of procedures, products, and activities of assigned area
Ability to perform multiple tasks in a fast-paced team environment


Ability to solve department issues or project-related issues with minimal direction
Ability to assess a problem quickly and determine to what level it should be elevated
Ability to exercise independent judgment consistent with department guidelines

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 Rewardsthe 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 covers employees 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)
Onsite fitness center, recreation center, and cafeteria
Cricket grounds and gymnasium
Health Center with doctor availability
Tuition Assistance Program
HDFC ATM on the campus

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

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking, Financial Services/Stockbroking
Functional Area : HR / Administration / IR
Role : Software Engineer
Salary : As per Industry Standards
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

Franklin Templeton Asset Management India Pvt Ltdarfix

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status