Customer Service

SBI MUTUAL FUND (SBIMF); Balasore; On-site; INR 600,000 - 900,000; Full time

Job summary

SBI MUTUAL FUND (SBIMF) is hiring a Customer Service Officer in Balasore, Odisha to maintain professional service standards and resolve investor inquiries. You will support the field sales force, liaison with shareowners, and ensure timely information flow from discovery to resolution.

The role requires handling walk-ins, processing purchases/redemptions, and preparing MIS while coordinating with R&T for high-value transactions and KYC processes in a SEBI-compliant environment.

Qualifications

• Excellent Communication Skills, Written & Verbal.
• Should be conversant with SEBI Regulations.
• Excellent Presentation Skills.
• Result Orientation with focus on excellence.
• Drafting Investor Communications skills.
• Customer-oriented with proactive resolution approach.

Responsibilities

• Maintains a positive, professional demeanor and supports service excellence.
• Responds promptly to customer inquiries with quality service.
• Acts as liaison between investors and representatives to keep stakeholders informed.
• Keeps updated knowledge of SBIMF products and market effects on funds.
• Reads product literature and SEBI policy updates; communicates policies clearly.
• Handles walk-in customers, investor queries; coordinates with R&T for resolution.
• Accepts purchase, redemption, switch and special product requests; reports transactions.
• Prepares Daily MIS, Monthly reports, DTR, time-stamping, and KYC processing.
• Ensures proper cut-off times per SEBI Regulation and cash flow accuracy.

Skills

Excellent Communication Skills

SEBI Regulations

Excellent Presentation Skills

Result Orientation

Investor Communication

Customer focus

Proactive resolution

Job description

Role & 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.

• Comply with and promote adherence to the organizations Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.

Preferred candidate profile :

• 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