Manager - Business Planning & Sales Management

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Job Description - Manager - Business Planning & Sales Management

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 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

As a central sales intelligence support manager, the jobholder will be responsible for efficient management of all sales data & intelligence which fall within the responsibility of Sales Management. This includes ensuring accuracy of the sales incentive program, customized sales related analysis, and supporting the data related needs of Sales & Sales management teams. The jobholder will be judged on how effective he is in empowering, improving and supporting the Sales & Sales Management team in meeting their objectives.

What are the ongoing responsibilities of Business Planning & Sales Management?

  • To support Sales, Marketing & Sales Management teams with data analysis & intelligence:

  • Responsible to ensure a robust data & intelligence framework which supports Sales Reporting as well as operations.

  •  Articulating to Technology & Business intelligence teams to build required data structures to support the complex Sales reports required for various business objectives

  • Assessing the accuracy of underlying Sales data & ensuring adequate controls are put in by the technology team to ensure data accuracy of all Sales information

  • Responsible for the accuracy of Sales credit attribution & Incentive computation aligned with Sales policy

  • Using CRM intellgience to synthesize opportunities for creating or improvising Engagement or Sales strategy.

  • Analysis of distributor & geographic market share identify study opportunity & risks. Study trends on product sales performance in different markets, verticals & customer segments.

  • Independently measuring, assessing and tracking metrics for distribution efficiencies, and presenting these metrics to Sales and organization leadership

  • To conceptualize & implement Distributor/Client 360 & Sales scorecard based on the analysis of distributor trends on Sales, Redemption and Engagement with the help of the Business intelligence team

  • Analysing performance of Sales Campaigns and Incentive policy to understand what are the key drivers that motivate the Distributors & the Sales team to sell more.

  • Responsible for supporting Business Planning & Strategy exercise, which is a critical submission item for Senior mgmt

  • The jobholder will need to understand & analyse the drivers of Sales Management. Sales Management is intended to be the independent, centralized intelligence and strategic thinking unit, and will be responsible to help meet all Sales objectives, whilst also ensuring efficiency improvement along all key parameters within the Sales function

  • Face of Central Sales mgmt for constant discussions with the entire Sales team & leadership for requirements on ongoing reporting, adhoc analysis, tactical campaigns, engagement segmentation & any other intelligence support that could help improve business and sales efficiency. For all the above to collaborate with other Sales mgmt team members & business intelligence team members to deliver required outcomes.

  • What ideal qualifications, skills & experience would help someone to be successful?

  • Graduation from a good institute with at least 5 – 10 years of relevant work experience

  • Previous experience of Sales analytics & Analysis with hands on experience of coding in Python/SAS, etc.

  • Experience on Reporting using Data visualization

  • Fundamental understanding on the key levers that drive a business with sound knowledge of Sale analytics, Business Development and P&L management, with preference to exposure to the AMC industry

  • Must have a strong creative bent of mind, searching for custom solutions within constraints.

  • Good Analysis skills

  • Coding Skills

  • Excellent execution skills

  • Excellent written and oral communication skills.

  • Strong problem-solving skills.

  • Excellent collaborative and teamwork skills.

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

    What makes Franklin Templeton Investments unique? 

    In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

  • Professional development growth opportunities through in-house learning opportunities and a large collection of web-based trainings.
  • 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)
  • Located in the heart of Mumbai in the Indiabulls Finance Centre, with spectacular views of the buzzing city
  • Walking distance of 500 meters from Western/Central railway station, accessible by road and local rail from all parts of the city
  • Annual recognition programme
  • Volunteer services and paid time off for volunteering
  • Close proximity to Phoenix Mall, ITC Grand Central, Four Seasons Hotel and the vibrant Lower Parel and Dadar area
  • Modern amenities, a comfortable working environment with spacious balconies on each floor
  • Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.

    Franklin Templeton is committed to fostering a environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

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