Customer Service

4 days ago


Chennai, Tamil Nadu, India SBI MUTUAL FUND (SBIMF) Full time

We are looking to hire a Customer Service Officer to bring in excellence in service. Candidate needs to be service oriented, excellent communicator and able to handle customer inquiries accurately, promptly and within TAT.

Roles 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
  • Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds.
  • 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.
  • Handling Walk in investor queries & coordinating with R&T for resolution.
  • Maintaining MIS - Daily, weekly and Monthly sales MIS. Publish campaign MIS
  • 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 the proper cut off times as per SEBI rules.

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