At Franklin Templeton, we’re 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 that’s 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!

What are the ongoing responsibilities of Portfolio Manager – Gift City?

• Assist with the management of funds to meet or exceed investment performance standards and fund objectives, while adhering to client-specified or regulatory restrictions and constraints.

• Engage with clients, intermediaries, consultants, internal marketing, and sales teams.

• Adhere to established investment policy guidelines.

• Communicate the investment philosophy, process, and performance of products in both a client service and sales capacity for mutual funds and separate accounts to Retail platforms/channels and Institutional clients and prospects. Also provide updates on overall financial market performance, economic trends, and the investment team’s outlook.

• Work closely with the Distribution team and Client Relationship Managers to establish new relationships and maintain or grow existing client relationships.

• Promote, defend, and competitively position the product line, actively contributing to distribution initiatives and servicing key channels and clients.

• Collaborate with the Principal Officer in Gift City to demonstrate strategic direction-setting and prioritization.

• Take ownership of the gathering and retention of assets under management.

• Provide portfolio management perspectives to internal business partners, including Sales and Marketing, to create strategic/global messaging and investment content for assigned investment strategies.

• Be responsible for challenging and validating the appropriateness of investment strategy and processes to meet clients' stated needs within the agreed guidelines.

• Stay current with identified market trends and the competitive landscape, including the relative positioning of the investment team.

• Contribute, as needed, to Requests for Proposals (RFPs) addressing complex investment questions.

• Support the development of investment commentaries and thought leadership pieces.

• Participate in and help facilitate the creation of investment content and product messaging.

• Utilize expert knowledge of the financial services industry, FT products and solutions, and the competitive landscape to support clients and distributors.

• Promote, defend, and competitively position the product line, and actively participate in distribution initiatives and servicing of key channels and clients.

What ideal qualifications, skills & experience would help someone to be successful in this role?

• Master’s degree or MBA; CFA or other advanced degree preferred.

• 15+ years of experience in the financial services industry; prior experience as a Wealth Manager, Investment Advisor, Portfolio Manager, Product Specialist, or Portfolio Specialist is desirable.

• Strong understanding of capital markets, with particular knowledge of the Indian equity markets.

• Demonstrated familiarity with distribution channels, investment vehicles, and pricing structures.

• Excellent interpersonal, presentation, and relationship-management skills; self-motivated, resourceful, and entrepreneurial.

• Strong written and verbal communication skills.

Job Level - Manager

Work Shift Timings - 9:00 AM – 6:00 PM IST