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!
About the Team:
The Business Intelligence function serves as an independent, centralized unit for strategic thinking and decision support. Its purpose is to support the organization in achieving business objectives while driving efficiency across all key metrics within the Sales & Support functions.
This team empowers all departments across Franklin Templeton India by delivering business insights, strategic reports, and visual dashboards. It also analyzes customer behavior, market trends, and competition dynamics to support senior management into data-driven decision-making, foster alignment with organizational goals, and enhance cross-functional engagement.
We are seeking a detail-oriented and data-driven professional for the role of AVP – Business Intelligence. The incumbent will need to understand & analyse the drivers of Business Intelligence. This role will be responsible for converting data into actionable insights to support strategic decision making and operational efficiency and excellence. This role involves close collaboration with cross-functional teams including Sales, Finance, Marketing, Product, Fund management and the CEO’s Office to deliver reports, dashboards, and analytical insights.
Key Responsibilities Include:
Business Intelligence & Analytical Support to senior management in the area of distributor & Investor behavior:
Advising Senior Management team on business metrics, data driven insights, and trends.
Develop customer segmentation strategies.
Identify opportunities for developing cross-sell and up-sell strategies.
Analyze redemption trends and customer behaviours and patterns.
Understand, analyze and interpret distributor behavior.
Track and report trends on product performance.
Build and develop models for calculating profitability and pricing strategy across various markets.
Market & Trend Analysis to Support Business Objectives:
Extract, transform, and analyze large data sets to identify patterns, trends, and business opportunities.
Collaborate with stakeholders to gather business requirements and translate them into effective analytical solutions.
Conduct geographical analysis study of market share and gaps analysis.
Analyze data from the digital ecosystem to understand the behavior and engagement patterns of customers acquired through online channels.
Identify underlying trends and reasons for the drivers of key metrics, enabling corrective actions aligned with core business objectives.
Postgraduate degree from a reputed institute with 10+ years of relevant experience.
Strong Data Analytical skills and capabilities with a detail-oriented approach.
Creative problem-solver, with a focus on building customized solutions within business constraints.
Proficiency in SQL and experience with relational databases.
Hands-on experience with BI tools (e.g., Power BI, Tableau, Qlik).
Strong analytical and problem-solving abilities.
Excellent collaboration and interpersonal skills, with the ability to work effectively across teams.
Job Level - Manager
Work Shift Timings - 9:00 AM - 6:00 PM IST
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.
Hear more from our employees
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)
Annual recognition programme
Volunteer services and paid time off for volunteering
12 weeks Paternity leave
Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city
Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
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 [email protected]. 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.
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