SBI Mutual Fund - Placement for MBA Students 2021
Greetings from SBI Mutual Fund.
Presently we have “Sales Role” vacancies at few location across Haryana.
And we have also vacancies in “Customer Service Role / Operations Role” at Ferozpur location.
The candidate will be on the roles of Team Lease Services Pvt. Ltd. and will be handling SBI Branches for Mutual Fund business.
Recruitment Process : Candidates will be shortlisted based on profiles shared by institute. Shortlisted candidates will be required to
appear for online exam. The successful candidates will be required to appear for final online interview.
Post selection, we will train the candidate to clear NISM VA exam.
Please find below JD.
Roles | Sales Role | Customer Service Role / Operations Role | |
Job Description | To visit potential clients to drive sales. Provide required information to clients about mutual fund schemes. | Handling general queries of customer through e mail, phone | |
Solving scheme related queries of SBI channels, NDs & IFAs. | Deal with walk in customer for general queries. | ||
Regularly visit SBI Branches/IFAs/NDs to drive Mutual Fund sales | Help and support customers to fill MF application documents. | ||
Provide information related to Mutual Fund schemes to walk in customer in branches. | Handle front & back office of branch. | ||
Maintain & Provide monthly / quarterly sales MIS to IFAs / NDs | Mutual Fund Application processing |
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Support Relationship Managers during sales campaign, group presentations etc. |
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Minimum Education Qualification | Graduation | Graduation | |
Certification | NISM V – A | NISM V - A | |
Functional & Behavioral Skills | Well versed with Mutual Fund Schemes, good communication skills & good selling skills. | Well versed with Mutual Fund branch operations, good communication skills and customer serving skills. |
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Sales Role | CTC will be Rs 2.25 to 2.40 lakhs per annum |
Customer Service Role / Operations Role | CTC will be Rs 2 lakhs per annum |
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