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Sales Support Executive (Off Rolls / On Contract)
ConfidentialBengaluru / Bangalore11 days ago
Job descriptionManage regular administrative and operational workflows within the branch sales including transaction collection, document verification, dispatch coordination, and query resolution. Liaise with the Operations teams for processing and escalation support. Prepare and maintain MIS dashboards related to sales performance, AUM movements, SIP book, and region-specific business metrics. Track partner activity across assigned geographies. Share periodic reports with Branch and Regional leadership, along with key insights wherever required. Support IMFDs National Distributors (NDs), and banking partners with onboarding, documentation, and transaction queries. Provide guidance on digital transaction tools, online platforms, and mobile apps offered by Franklin Templeton. Build working knowledge of key partners in the region familiarity with top IMFD partners and ND networks will be a strong plus. Coordinate logistics and backend support for regional IMFDs meetings training programs, webinars, and market update sessions. Manage distributor communications, invitations, attendance, and feedback collation. Ensure all activities adhere to SEBI, AMFI, and internal compliance guidelines. Maintain audit-ready documentation, proper record-keeping, and real-time database updates. 3-5 years of relevant experience in mutual fund operations, branch support, or sales coordination Graduate / Postgraduate in Commerce, Business Administration, or Finance Experience in coordinating across multiple branches or regions is preferred Prior experience in mutual funds or financial services is essential NISM VA certification is compulsory Strong interpersonal and communication skills (fluency in English; knowledge of Kannada and / or Malayalam is a plus) Proficient in MS Office Suite (Excel, PowerPoint, Outlook) and CRM tools High attention to detail, process orientation, and organizational ability Self-starter with a service-oriented mindset and the ability to multi-task Understanding of mutual fund products, distribution ecosystem, and operational workflow Knowledge of key IMFD and National Distributor partners in Bangalore will be an added advantage
Key Responsibilities :
Sales Team Coordination :
- Serve as the central point of coordination for sales teams across Bangalore, Kochi, and Mangalore.
- Assist in execution of sales campaigns, distributor engagement activities, and product communications.
- Ensure timely follow-ups and closure of tasks delegated by the sales team, with an emphasis on distributor servicing and internal coordination.
Branch Operations :
MIS, Data Management & Reporting :
Distributor & Channel Partner Support :
Event & Meeting Support :
Compliance & Documentation :
Candidate Profile :
Experience & Education :
Skills & Competencies :
Skills Required
Sales, Data Management, Branch Operations, Finance, Mis, Business Administration
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Sales Executive • Bengaluru / Bangalore
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