Customer service - Kharagpur
LocationKolkata
Job typeTemporary
SalaryNA
Experience2 - 6 Years
Title: Customer Service Executive (Offroll)
Reporting: Branch Head
Designation: Customer Service Support
Channel: All
CTC: As per company policy
Roles & Responsibilities
Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service.
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, processing KYC.
Sighting credits in bank for the transactions reported.
Ensuring the proper cut off times as per SEBI rules.
Ensuring correctness of cash flow.
Sending High Value report
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 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 Customer Service Support is expected to read product literature, industry periodicals on a regular basis.
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.
Skill Set & Competencies
Excellent Communication Skills, Written & Verbal
Should be conversant with SEBI Regulations
Excellent Presentation Skills
- Candidate should be well versed in drafting emails, letters related to Investor Communication
- Should be customer oriented with a pro-active approach to problem resolution
Qualifications & Experience
Undergraduate degree;
Masters degree/professional qualifications
NISM Certification
2- 6 years Financial Services industry experience. Experience in the MF Industry / Asset Management Company is preferable.