At Franklin Templeton were 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 thats 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!
We are looking for a Business Development Associate (BDA) to drive mutual fund sales and distributor engagement in the Jaipur region. The role involves managing relationships with IFAs and NDs conducting client meetings and sales events and supporting business development initiatives.
What are the ongoing responsibilities of a BDA
Sales & Relationship Management :
Drive sales by managing relationships with Individual Distributors (IFAs) and National Distributors (NDs).
Achieve assigned sales targets by engaging with distributors and ensuring consistent business growth.
Client Engagement & Meetings :
Conduct one-on-one meetings and group interactions with distributors to strengthen relationships.
Actively participate in branch-level sales enablement activities such as Investor Awareness Programs and Distributor Large-Format Meetings.
Business Development & Market Outreach :
Identify opportunities to expand distributor engagement and enhance mutual fund distribution.
Support the execution of distributor training product discussions and business-building initiatives.
Reporting & CRM Management :
Maintain accurate records of all meetings and interactions in the CRM system on preferable on a daily basis.
Provide timely updates on distributor feedback market trends and sales performance.
What ideal qualifications skills & experience would help someone to be successful
Graduate / Postgraduate in Finance Business or a related field.
6 months to 2 years of experience in sales distribution or business development preferably within mutual funds insurance or financial services.
Freshers with strong communication skills and sales aptitude may also apply.
Basic understanding of mutual funds and financial products; prior experience in BFSI is an advantage.
Demonstrates solid sales acumen and strong relationship management capabilities.
Self-motivated and proactive in building and nurturing client relationships.
Comfortable participating in group meetings and large-format events.
Proficient in MS Office applications (Word Excel PowerPoint).
Familiarity with the geography of Jaipur is essential.
Proficient in English and Hindi.
A valid NISM Series V-A Mutual Fund Distributor Certification is required before commencing work.
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 theres 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 lifes 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 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)
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 . 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.
Required Experience :
IC
Key Skills
Revenue Growth,Customer Services,Business Analysis,Business Administration,Account Management,Business Management,Database,Business Operations,Business Sales,Salesforce,Market Research,Product Management,Client Services,Business Relationships,Sales Process
Employment Type : Full-Time
Experience : years
Vacancy : 1
Development Associate • Jaipur, Rajasthan, India