Role and Responsibilities

- Maintains a positive, professional demeanour and supports an workplace 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/professional qualifications

- MFD Certified

- At least 2 – 6 years’ experience in the Industry / Asset Management Company

- Good knowledge of Equity, Debt Markets will be added advantageRole & responsibilities

Preferred candidate profile

📌 Customer Service (Alappuzha)
🏢 SBI MUTUAL FUND (SBIMF)
📍 Alappuzha