Customer Service Officer Job in Sbi Mutual Fund
Customer Service Officer
Sbi Mutual Fund
4+ weeks ago
- New Delhi, NCT
- Not Disclosed
- Full-time
Job Summary
- JOB DESCRIPTION :
- 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.
- 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.
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