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64 SBI Mutual Fund Jobs

Customer Service

3-6 years

₹ 4 - 6L/yr

New Delhi

1 vacancy

Customer Service

SBI Mutual Fund

posted 9d ago

Job Role Insights

Fixed timing

Job Description

We are looking to hire a Customer Service Officer to bring in excellence in service in Mumbai at Chembur and Kalyan Location. Candidate needs to be service oriented, excellent communicator and able to handle customer inquiries accurately, promptly and within TAT.


Roles 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
  • Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds. 
  • 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.
  • Handling Walk in investor queries & coordinating with R&T for resolution.
  • Maintaining MIS - Daily, weekly and Monthly sales MIS. Publish campaign MIS
  • 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 the proper cut off times as per SEBI rules.

Employment Type: Full Time, Permanent

Read full job description

Prepare for Customer Service roles with real interview advice

People are getting interviews at SBI Mutual Fund through

(based on 16 SBI Mutual Fund interviews)
Campus Placement
Job Portal
Referral
Company Website
Walkin
30%
25%
13%
13%
13%
6% candidates got the interview through other sources.
High Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.

What people at SBI Mutual Fund are saying

What SBI Mutual Fund employees are saying about work life

based on 323 employees
62%
38%
61%
100%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

SBI Mutual Fund Benefits

Submitted by Company
Learning
Wellness
Engagement
Recognition
Submitted by Employees
Health Insurance
Job Training
Soft Skill Training
Free Transport
Team Outings
Education Assistance +6 more
View more benefits

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