Customer Service Officer Job in Sbi Mutual Fund

Roles & Responsibilities

• Handling incoming calls of investors & distributors.
• Handling Walk in 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.
• Preparing KYC s
• Handling queries of Sales RM s
• Sighting credits in bank for the transactions reported in BOSS.
• Ensuring the proper cut off times as per SEBI rules.
• Ensuring correctness of cash flow.
• Sending High Value report

Skill Set & Competencies

• Excellent Communication Skills, Written & Verbal
• Excellent Presentation Skills
• Result Orientation - Concern for Excellence
• Analytical Skills
• Communication skills, Analytical skills, Interpersonal Skills, Liaison Maintaining Capacity, Decision making capability,
• 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

Qualifications & Experience

• Undergraduate degree;
• A Master s degree/professional qualifications
• NISM Certified
• At least 5 - 8years experience in the Industry / Asset Management Company