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52 SBI Mutual Fund Jobs

Customer Service

1-5 years

₹ 2.25L/yr - 2.75L/yr

Solapur

3 vacancies

Customer Service

SBI Mutual Fund

posted 3 weeks ago

Job Role Insights

Fixed timing

Job Description

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.

Employment Type: Full Time, Temporary/Contractual

Read full job description

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What people at SBI Mutual Fund are saying

What SBI Mutual Fund employees are saying about work life

based on 382 employees
64%
40%
58%
100%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

SBI Mutual Fund Benefits

Submitted by Company
Learning
Wellness
Engagement
Recognition
Submitted by Employees
Health Insurance
Job Training
Soft Skill Training
Free Transport
Team Outings
Education Assistance +6 more
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