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Senior TA Client Representative

Company
Franklin Templeton Investment
Description

-Operations & Service Delivery: Answers routine to complex customer inquiries, determines customer concerns/problems, and contributes to the resolution of escalated issues by offering solutions within scope of work via inbound or outbound phone calls. -Identifies customer's current and future needs to proactively enhance the customer experience. Proactively identifies opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization. May perform quality control activities to ensure quality standards are met. Verifies customer requests to ensure information is correct and in good order, and takes appropriate action. Processes routine to complex customer requests on Franklin Templeton business systems. -Corresponds with customers via fax, chat applications/website, email or complex written correspondence, where appropriate. Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives. -Reviews and applies information from communications regarding new products, market conditions and regulatory requirements to operate and make suggestions that are in the best interest of the customer, funds and enterprise. May possess and apply specialized knowledge of specific product lines, customers, or processes. May perform relevant operational or service ad-hoc requests assigned by leader, i.e. acts as project resource, provides feedback, etc. -Business Process Improvement: Participates in business process improvement (Continuous Improvement) activities, demonstrates basic understanding of lean concepts and improvements to existing workflows; supports change management activities. Identifies trends and recommends improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service. -Teamwork, Networking & Partnering to Achieve Objectives: Develops and leverages internal and/or external relationships to achieve shared priorities/goals, satisfy customer needs, resolve problems and increase business insight/awareness. Actively participates in team meetings by contributing topics for discussion and offering ideas/feedback. 5. Peer Leadership (5%): Guides/mentors peers and shares subject matter expertise within sphere of influence. May assist in various training activities; acts as a "buddy" for newer team members. May assist division with work outside of role's normal scope. Seeks out and participates in cross-training opportunities
Position
Senior TA Client Representative
Qualifications
-Degree. Experience in the financial business and customer service. -3+ years related experience and excellent communication skills
Experience
3+ years related experience and excellent communication skills
Additional Information
LICENSES AND CERTIFICATIONS:
Valid NISM / AMFI certification - Optional

KNOWLEDGE, SKILLS, AND ABILITIES :
• Identifies the problems and all relevant issues in routine situations, assesses each using standard procedures, and makes sound decisions
• Works within established procedures and policies with a moderate degree of supervision

PROBLEM SOLVING AND DECISION MAKING:
Having customer centric approach

PHYSICAL REQUIREMENTS:
Has to be open to working in shifts

TRAVEL REQUIREMENTS :
Open to travel & relocation.
No. of Vacancies
Remuneration
Location
Chennai