Customer Service Officer

5 days ago

Raipur, Chhattisgarh, India SBI Funds Management Limited Full time


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 :

- Strong knowledge of Indian capital markets and financial instruments
- Excellent communication, presentation, and relationship-building skills.
- Proven sales and negotiation expertise with a results-driven approach
- Ability to work independently and collaboratively in a fast-paced environment


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