Customer Service

SBI MUTUAL FUND (SBIMF); Alappuzha; On-site; INR 400,000 - 700,000; Full time

Job summary

SBI Mutual Fund (SBIMF) seeks a customer service professional with 2–6 years in asset management. The role focuses on delivering high-quality service, handling investor inquiries, and supporting the field sales force by timely communication of product features and policies.

The candidate should be well-versed in SEBI regulations, possess strong presentation skills, and be proactive in resolving issues for investors, ensuring accurate KYC and compliance records.

Qualifications

• Graduate or higher degree with professional qualifications.
• MFD certification is preferred.
• 2–6 years of experience in the asset management industry.
• Knowledge of equity and debt markets is advantageous.

Responsibilities

• Maintains a positive, professional demeanor and supports excellent service.
• Promptly answers customer inquiries with quality service.
• Acts as liaison between shareowners and representatives; informs stakeholders of service issues.

Skills

Excellent communication

SEBI regulations

Presentation skills

Investor communication

Customer oriented

Investor communications

Education

Graduate/Master's degree

MFD Certification

Job description

Role and Responsibilities

• Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service.
• Promptly answers customer inquiries in a manner that exhibits quality service.
• Brings a service orientation that supports the field sales force in meeting their obligations to their clients. Serves as a proactive liaison between shareowners and their representatives, keeping all stakeholders appropriately informed of service issues from discovery through resolution.
• Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds.
• The CSO is expected to read product literature, industry periodicals
• Maintains a current knowledge of policies and procedures as per SEBI Guidelines. Demonstrates the ability to clearly communicate policies, procedures and product features to Customers.
• Must accept and incorporate feedback in a constructive manner and submit to Reporting Manager.
• Handling Walk in Customers, investor queries & coordinating with R&T for resolution.
• Accepting applications of Purchase, Redemption, Switch, Special Products & Requests.
• Reporting Liquid & High Value transactions. Preparing Daily MIS, Monthly report, Time Stamping Register & DTR, processing KYC.
• Sighting credits in bank for the transactions reported. Ensuring correctness of cash flow. Sending High Value report
• Ensuring the proper cut off times as per SEBI Regulation.

Skills & Competencies

• Excellent Communication Skills, Written & Verbal
• Should be conversant with SEBI Regulations
• Excellent Presentation Skills
• Result Orientation - Concern for Excellence
• Candidate should be well versed in drafting Investor Communication
• Should be customer oriented with a pro-active approach to Resolution

Qualification & Experience

• A Graduate / Masters degree/professional qualifications
• MFD Certified
• At least 2 – 6 years’ experience in the Industry / Asset Management Company
• Good knowledge of Equity, Debt Markets will be added advantageRole & responsibilities

Preferred candidate profile