SBI Mutual Fund is Hiring: Customer Service Executive (Mumbai)
Company: SBI Mutual Fund (SBIMF)
Location: Mumbai, India
Employment Type: Full-time, Permanent
Industry: Financial Services
Experience Required: 0 – 4 years
Education Required: Any Graduate / Postgraduate
About SBI Mutual Fund (SBIMF)
With over 36 years of experience in fund management, SBI Mutual Fund (SBIMF) is a leader in India’s financial sector. A joint venture between the State Bank of India (SBI) and AMUNDI (France), SBIMF consistently delivers value-driven investment solutions to clients across the country. We are committed to offering world-class services, making wealth creation simple, accessible, and profitable for our customers.
As a Customer Service Executive, you will play a key role in ensuring exceptional customer experiences while representing one of India’s most trusted financial institutions.
Why Join SBI Mutual Fund?
✅ Reputable Brand: Work with India’s largest asset management company.
✅ Career Growth: Opportunities for upskilling and internal promotions.
✅ Learning & Development: Continuous training programs to enhance financial knowledge.
✅ Work-Life Balance: Flexible work policies and employee-friendly environment.
✅ Attractive Perks & Benefits: Competitive salary, performance bonuses, and comprehensive health benefits.
Job Responsibilities
As a Customer Service Executive, your responsibilities will include:
🔹 Customer Interaction: Provide assistance via phone, email, and live chat to customers regarding investment products, queries, and account details.
🔹 Problem Resolution: Address and resolve customer complaints efficiently, ensuring high satisfaction.
🔹 Product Knowledge: Maintain an in-depth understanding of mutual fund products, services, and regulatory guidelines.
🔹 Sales Support: Identify customer needs and suggest suitable mutual fund products to maximize sales.
🔹 Order Processing: Assist in transactions, redemptions, investments, and account modifications.
🔹 Follow-ups: Conduct regular follow-ups to ensure customer satisfaction and resolve outstanding queries.
🔹 Documentation: Maintain records of customer interactions, transactions, and escalations in the database.
🔹 Compliance & Policies: Adhere to RBI and SEBI regulations while managing customer information.
Eligibility Criteria
🎓 Education: Open to graduates and postgraduates from any discipline.
🧑💼 Experience: 0 to 4 years of experience in customer service, preferably in the financial services sector.
🗣 Communication Skills: Excellent verbal and written communication skills in English and Hindi.
📊 Tech Skills: Basic proficiency in MS Office, CRM tools, and email handling.
⏳ Work Timings: Flexible to work in shifts as per business requirements.
Key Skills & Competencies
✔️ Customer Relationship Management
✔️ Problem-Solving & Conflict Resolution
✔️ Upselling & Cross-Selling Financial Products
✔️ Strong Organizational & Time Management Skills
✔️ Attention to Detail & Accuracy
✔️ Ability to Work Under Pressure
✔️ Knowledge of Mutual Funds & Investment Strategies (Preferred)
✔️ Adaptability & Teamwork
Salary & Benefits
💰 Salary: Competitive salary package (as per market standards)
📈 Performance Bonuses: Based on customer feedback & sales contributions
🏥 Health Insurance: Comprehensive medical coverage for employees & dependents
🎓 Training & Certifications: Sponsored courses to enhance professional growth
🏖 Leave Benefits: Paid leaves, maternity/paternity benefits, and national holidays
📌 Job Stability: Secure and long-term employment with a leading financial institution
Career Growth & Advancement Opportunities
At SBI Mutual Fund, we prioritize employee development and offer various career growth opportunities:
➡️ Promotions to Senior Customer Service Roles
➡️ Opportunities in Sales, Investment Advisory, and Operations
➡️ Advanced Financial & Mutual Fund Certifications
➡️ Cross-Departmental Transfers
➡️ Leadership Training Programs
How to Apply?
📌 Step 1: Prepare an updated resume with your educational & work experience details.
📌 Step 2: Submit your application on the SBI Mutual Fund Careers page or email it to [Company Email ID].
📌 Step 3: Shortlisted candidates will be contacted for an interview.
📌 Step 4: Complete the selection process, including assessments & HR discussions.
📌 Step 5: Receive your offer letter & begin your career journey with SBI Mutual Fund!
🚀 Don’t miss this chance! Apply today and be a part of India’s leading financial services provider.
Frequently Asked Questions (FAQs)
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What is the work environment like at SBI Mutual Fund?
SBI Mutual Fund offers a professional and dynamic work environment where employees are encouraged to learn, innovate, and grow in the financial sector.
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Do I need prior experience in finance to apply?
No, fresh graduates with strong communication skills and a willingness to learn are welcome to apply. Experience in customer service or sales is an added advantage.
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Is this a work-from-home role?
This position is primarily based in Mumbai and requires physical presence at the office. However, hybrid work models may be available based on performance and business needs.
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What kind of training will I receive?
New hires undergo a structured onboarding and training program, covering mutual funds, customer service best practices, compliance, and technical tools.
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Are there opportunities for career advancement?
Yes! SBI Mutual Fund strongly supports career growth through promotions, learning opportunities, and internal job transfers across departments.
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What are the working hours?
Standard working hours apply, but employees must be flexible for shifts depending on business needs.
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What makes SBI Mutual Fund a great place to work?
SBI Mutual Fund values integrity, innovation, and excellence. Employees enjoy a healthy work-life balance, excellent benefits, and opportunities for professional growth.
Final Thoughts
Joining SBI Mutual Fund as a Customer Service Executive offers you a fantastic opportunity to grow your career in India’s leading financial services industry. If you’re passionate about customer service and want to build a stable and rewarding future, this is the perfect job for you!
📢 Apply Now & Start Your Journey with SBI Mutual Fund!
