Bathula Naresh Kumar

Experience

• 

  Franklin Templeton

  Aug 2009 - now

  Client Services is responsible for providing Middle Office support across USAS to various Distribution channels like U.S. Institutional, Global Consultant Relations, Broker/Dealer, Insurance and Separately Managed Accounts.-- The primary role is to be the single point of contact for Sales andinternal business units. key point of contact for external clients.-- We are responsible for developing strong working relationships with ourinternal business partners with the primary goal of better servicing ourclients. Updating monthly and quarterly deliverables with good quality.-- Responding to all client inquiries, developing relationships with multipledepartments.•Directive is to know our clients, products, and the investment vehiclesas well as navigating requests within Franklin Templeton.-- Provide a full response quantitative and qualitative for eachquestion, which directly addresses the client’s needs and requirements.-- Working closely with various internal business partners that includesMarketing/Sales, Compliance, Legal, Product Managers to collate therequired data.Respond to ad-hoc queries from consultants or internal businesspartners related to current searches, and the information containedwithin the updated questionnaires.-- Ensure on-time delivery of each submission according to recipient’sexact requirements.-- Processing contribution and redemption cash flows transactions.-- Make Sure that all internal processes (e.g., use of appropriate sourcesof information, tracking updates and Share-point maintenance) areobserved for each assignment.-- Participate in training, initiatives and process improvements as assigned.-- Raise issues or concerns to supervisor in a timely manner. -- Created macro templates which helped the department in understanding the list of deliverables which need to be completed on recurring basis across various channels. Show less The consultant services specialist is a highly interactive role with responsibility for completing questionnaires and supporting online database inputs which accurately and favorably represent the organization and its investment products and services, to clients and their advisers. The consultant services specialist will interact with external clients via online database systems and will be required to communicate with external clients via email.-- Respond to business questionnaires (i.e. Due Diligence Questionnaires, Data Templates, Ad-Hoc Data Requests, and Surveys), as a result collaborate with various internal business partners to gather the requested data and update it accordingly.-- Have experience in completing quantitative portion of RFP, ensuring theRFP document meets the FTI standard and respond to RFP questionsrelations to product support on consultant databases.-- Conducting final quality check on peer work assignments. Trained and mentored junior staff in the team. Complete and update onlinedatabases on a recurring basis, as assigned. Review and maintain the accuracy and completeness of online databases inputs.-- Seek solutions to daily work assignments i.e. research solutions and offer a suggested approach before asking the supervisor for help.-- Participating in “Reach for Better” program in sharing the productknowledge and accounting concepts.-- Raise issues or concerns to supervisor in a timely manner. -- Created macro templates which helped the department in understanding the list of deliverables which need to be completed on recurring basis across various channels. Show less

  • Sr. Business Analyst -- Client Services Group

    Dec 2018 - now

  • Sr. Specialist -- Global Consultant Services and Reporting

    Aug 2009 - Nov 2018