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/qualified qualifications
- MFD Certified
- At least 2 – 6 years’ experience in the Industry / Asset Management Company
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📌 Customer Service (Alappuzha)
🏢 SBI MUTUAL FUND (SBIMF)
📍 Alappuzha