Customer Service Officer
19 hours ago
Roles & 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 customer Service staff 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.
Mandatory Skills :
• 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
Desirable Skills :
NISM
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