Role and Responsibilities
Maintains a positive, qualified demeanour and supports an setting 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 (India)
🏢 SBI MUTUAL FUND (SBIMF)
📍 India