Customer Service Executive Job in Sbi Mutual Fund
Customer Service Executive
Sbi Mutual Fund
4+ weeks ago
- Surat, Gujarat
- Not Disclosed
- Full-time
- Permanent
Job Summary
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 / Master s degree/professional qualifications
- MDF Certified
- At least 2 6 years experience in the Industry / Asset Management Company
- Good knowledge of Equity, Debt Markets will be added advantage
Experience Required :
0 to 4 Years
Vacancy :
1 Hire
Similar Jobs for you
×
Help us improve TheIndiaJobs
Need Help? Contact us