Customer Service

SBI MUTUAL FUND (SBIMF); Hanumakonda, Sangareddy, Hyderabad; Vor Ort; INR 300.000 - 420.000; Vollzeit

Zusammenfassung

SBI Mutual Fund (SBIMF) is seeking a Customer Service Officer to support field sales and investor queries. The role requires excellent communication, SEBI regulatory awareness, and proactive problem solving to keep stakeholders informed and ensured of service quality.

Responsibilities include handling walk-ins, processing transactions, and preparing daily MIS. A client-centric attitude and strong presentation skills are essential for success in this role.

Qualifikationen

• Strong communication and presentation abilities in client-facing roles.
• Solid understanding of SEBI regulations and fund industry practices.
• Ability to draft clear investor communications and disclosures.
• Customer-centric with proactive problem solving and resolution skills.

Aufgaben

• Maintain a professional demeanor and deliver high-quality service to clients.
• Promptly answer customer inquiries with clear, concise, and helpful responses.
• Act as liaison between shareholders and representatives, informing stakeholders of service issues from discovery to resolution.
• Keep updated on SBIMF products and how market forces affect funds.
• Read product literature and stay current with policies per SEBI guidelines.
• Communicate policies and product features clearly to customers.
• Accept applications for Purchase, Redemption, Switch, and Special Products.
• Report Liquid & High Value transactions; prepare daily MIS, monthly reports, and KYC processing.
• Ensure cut-off times per SEBI regulation and adhere to information security policies.

Kenntnisse

Communication skills

SEBI regulations knowledge

Presentation skills

Result orientation

Investor communication drafting

Customer focus / proactive resolution

Jobbeschreibung

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