Job Title: Graduate Trainee Operations
Salary Package: ₹22,000 – ₹30,000 a Month
Company Name: Franklin
Job Location: Hyderabad
Qualification : Bachelor’s Degree
Job Info:
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries.
What are Client Services, Fiduciary Operations group responsible for?
- This role will be part of Fiduciary Account Client Services Team.
- Team is responsible for a successful client onboarding, opening new accounts for existing clients and closing terminated relationships, initiation, coordination, and processing of all account opening/onboarding tasks as required to enable transactions for investment and relationship management professionals, closing terminated relationships .#ENTRY_ LEVEL
- Responsibilities include performing one or more of the following functions:
- Collect and review required account opening information/documentation from internal teams.
- Input collected information into Know Your Client and Account Opening Profile electronic forms.
- Work with market teams to obtain missing information needed to complete verification and onboarding.
- Verification and communication of account funding status and other client set up milestones to the internal market teams.
- Completion and coordination of account closing tasks (such as document review, submission of account closing profile electronic forms)
Education & qualifications:
- Bachelors in commerce mandatory
- Training/Certification in KYC process.
Must have skills:
- Background in finance and accounting mandatory
- Strong communication skills, both written and verbal
- Strong organization skills with high attention to details
- Proven ability to work efficiently and accurately in a fast-paced multi-tasking environment.
- Ability to work independently after proper training.