Sales Support Executive (Off Rolls/On Contract)

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: - Manage 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. MIS, Data Management & Reporting: - 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. Distributor & Channel Partner Support: - 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. Event & Meeting Support: - Coordinate logistics and backend support for regional IMFDs meetings training programs, webinars, and market update sessions. - Manage distributor communications, invitations, attendance, and feedback collation. Compliance & Documentation: - Ensure all activities adhere to SEBI, AMFI, and internal compliance guidelines. - Maintain audit-ready documentation, proper record-keeping, and real-time database updates. Candidate Profile: Experience & Education: - 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 Skills & Competencies: - 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 Skills: Finance, Data Management, Branch Operations, Sales, Business Administration, Mis Experience: 2.00-7.00 Years