Business Development Associate (BDA)
Posted 16 days ago
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Drive mutual fund sales and distributor engagement in the Jaipur region by managing relationships with Individual and National Distributors, conducting one-on-one and group meetings, and participating in branch sales activities and events. Support business development initiatives including distributor training, product discussions, and market outreach while identifying opportunities to expand distribution. Maintain accurate CRM records, report distributor feedback and sales performance, and work to achieve assigned sales targets. Role requires NISM Series V-A certification before starting, proficiency in English and Hindi, and familiarity with Jaipur geography.
- Compensation
- Not specified
- City
- Jaipur
- Country
- India
Currency: Not specified
Full Job Description
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!
We are looking for a Business Development Associate (BDA) to drive mutual fund sales and distributor engagement in the Jaipur region. The role involves managing relationships with IFAs and NDs, conducting client meetings and sales events, and supporting business development initiatives.
What are the ongoing responsibilities of a BDA?
Sales & Relationship Management:
Drive sales by managing relationships with Individual Distributors (IFAs) and National Distributors (NDs).
Achieve assigned sales targets by engaging with distributors and ensuring consistent business growth.
Client Engagement & Meetings:
Conduct one-on-one meetings and group interactions with distributors to strengthen relationships.
Actively participate in branch-level sales enablement activities, such as Investor Awareness Programs and Distributor Large-Format Meetings.
Business Development & Market Outreach:
Identify opportunities to expand distributor engagement and enhance mutual fund distribution.
Support the execution of distributor training, product discussions, and business-building initiatives.
Reporting & CRM Management:
Maintain accurate records of all meetings and interactions in the CRM system on, preferable on a daily basis.
Provide timely updates on distributor feedback, market trends, and sales performance.
What ideal qualifications, skills & experience would help someone to be successful?
Graduate/Postgraduate in Finance, Business, or a related field.
6 months to 2 years of experience in sales, distribution, or business development, preferably within mutual funds, insurance, or financial services.
Freshers with strong communication skills and sales aptitude may also apply.
Basic understanding of mutual funds and financial products; prior experience in BFSI is an advantage.
Demonstrates solid sales acumen and strong relationship management capabilities.
Self-motivated and proactive in building and nurturing client relationships.
Comfortable participating in group meetings and large-format events.
Proficient in MS Office applications (Word, Excel, PowerPoint).
Familiarity with the geography of Jaipur is essential.
Proficient in English and Hindi.
A valid NISM Series V-A Mutual Fund Distributor Certification is required before commencing work.
Work Shift Timings - 9:00 AM - 6:00 PM IST
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Life insurance for protection of employees’ families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
