Experiences at Franklin Templeton

Company Profile: I have been working with Franklin Templeton International Services (India) Private limited from SEPT 2005 to till date. The Company is a Global Leader In International and Domestic Fixed Income and Equity Investing. Headquarter in San Mateo, California, Franklin Templeton Employs 7000 Professionals, Maintains Offices in 30 Countries and offer Investment Products and Services in 130 Countries.

Job Profile: Processing Work That Includes:
1) A Pre-Authorized Draft, an Account option that enables the purchase of a specified dollar amount of shares into an account on periodic basis.
2) A Systematic withdrawal Plan, an account option that enables shareholders to withdraw funds automatically from their account on periodic basis.
3) An Electronic Services Authorization Form, enables the shareholder to add an alternate payee to send money to an address other than the address of record or to a recipient other than the shareholder.The ESA form allows for two ways to send money from the shareholders' account;check and ACH.
4) Request to change dealer, branch and rep are received directly from the shareholder or from the back office.
5) Shareholders may send in request to update their entire address or first part of their address.
6) A shareholder sends a Franklin Templeton money fund draft check to deposit into another Franklin Templeton account, and depending on the registration, the transaction will be processed as a Transfer, Exchange or Purchase.

Database & Applications:

Global Image Workflow: It is a database that allows the user to retrieve documentation from their desktops.All documentation pertaining to shareholders' accounts are scanned into the application by Mailroom Operations.

Investar: It is a computer database that stores and maintains customer account information.Investar can be used to access shareholders' account information such as their name,address and account balance.Additionally,it can be used to process non-monetary and monetary transactions.

PegaReach: The PegaReach application is an interactive system designed to help track account inquiries and problems.Further,it helps in researching,reporting,tracking and generating correspondence for problems and requests received from the customers.

New Account Macro: The New Account Macro is a Graphical User Interface Program that interacts with Investar to open a new account.The NAM is to be opened first and will automatically open the Investar Session.The Macro also allows the user to autocreate/link Customer Information Profile Information and input purchases.

Intranet: It is a privately maintained computer network that can be accessed only by authorized persons,especially members or employees of the organistion that owns it.The purpose of Intranet is to use the communication vechiles that is used within the US Transfer Agent known as TA Policies & Procedures.(Also known as the P&P).The use of P&P is to have a centralized location to find Policies and Procedures for all processing and inquiry items.All US TA specific information is housed in P&P and is updated on a regular basis.

Thomson Financial Online: It is an Internet banking resource utilized by Franklin Templeton to verify the shareholders' bank information.This is used when a shareholder requests for funds to be sent to their bank electronically via Automated Clearing House(ACH)....