Customer Service

SBI MUTUAL FUND (SBIMF); Jaipur; On-site; INR 400,000 - 560,000; Full time

Job summary

SBI Mutual Fund (SBIMF) in Jaipur is seeking a Customer Service Officer to support the field sales team and investor inquiries. You will handle walk-in clients, process purchases, redemptions, switches, and KYC tasks, while ensuring accurate cash flow and SEBI-compliant cut-offs.

You'll maintain up-to-date product knowledge, draft investor communications, and coordinate with R&T for issue resolution. A graduate or higher degree with MFD certification is preferred.

Qualifications

• 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 advantage.

Responsibilities

• Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service.
• Prompts responds to customer inquiries with quality service.
• Serves as liaison between shareowners and representatives, informing stakeholders of service issues from discovery through resolution.
• Maintains up-to-date knowledge of SBIMF products and market forces affecting funds.
• Reads product literature and SEBI policy statements to explain policies and product features to customers.
• Accepts and processes purchases, redemptions, switches, special products and requests; coordinates with R&T for resolution.
• Reports liquid & high-value transactions; prepares MIS, monthly reports, DTR and time-stamping registers; handles KYC processing.
• Ensures SEBI cut-off times are met.

Education

Graduate / Masters degree

MFD Certified

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