Customer Service Executive- Off Role

SBI MUTUAL FUND (SBIMF); Jehanabad District; On-site; INR 350,000 - 550,000; Full time

Job summary

SBI Mutual Fund (SBIMF) seeks a Customer Service Officer to handle investor inquiries, support the field sales force, and ensure service excellence across all touchpoints.

You will maintain knowledge of SBIMF products, stay informed on SEBI guidelines, and communicate policies clearly to customers. This is an off-roll role engaged through a third-party agency in India.

Qualifications

• Graduate or master's degree; professional qualifications welcomed.
• MDF Certification.
• 1–6 years of experience in the mutual funds or asset management industry.
• Knowledge of equity and debt markets is a plus.

Responsibilities

• Maintain a positive, professional demeanor and deliver uncompromising service.
• Promptly answer customer inquiries with quality service.
• Support field sales by handling investor queries and coordinating with R&T for resolution.
• Maintain up-to-date knowledge of SBIMF products and how market forces affect funds.
• Read product literature and SEBI guidelines; clearly communicate policies and product features.
• Submit feedback to Reporting Manager and incorporate it constructively.
• Handle walk-in customers and investor queries; coordinate with R&T for resolution.
• Process Purchase, Redemption, Switch, Special Products & Requests.

Skills

Communication skills

SEBI regulations

Presentation skills

Result orientation

Investor communication

Customer orientation

Education

Graduate/Master's degree

MDF Certified

Job description

Please Note:

This is an off-roll position. The selected candidate will be engaged through a third-party agency.

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
• MDF Certified
• At least 1 - 6 years experience in the Industry / Asset Management Company
• Good knowledge of Equity, Debt Markets will be added advantage