We are looking to hire a Customer Service Officer to bring in excellence in service. 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.

This position is responsible for managing all channels. Candidate will be expected to manage Wealth Counters/ Private Banking / IFA / ND / State Bank Group Channel and maximize sales by building new relationships and managing existing relationships. Roles and Responsibilities Responsible for the Branch Sales (all channels) Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch. Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks Drive Sales of new product launches and monitor team performances. Encourage investors to invest through online portal Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors Conduct regular Investor Awareness Programs and Investor meets Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch Manage and motivate team and guide them suitably on products, markets and Sales tools. Access local market conditions and identify current and prospective sales opportunities through business development activities Ensure 100% quality control Establishes productive, professional relationships with key personnel in assigned partner accounts. To carry out the morning huddle with the team and groom the team with all the market cum product changes and targets Discuss existing schemes / New schemes of debt and equity and daily market update with the Team To manage the entire process of BTL activities for lead generation Develop, execute, implement and manage strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head. To manage the P&L of the branch To manage the overall operational activities of the branch & Human Resources Management Skills & Competencies Quick thinking and problem-solving skills Excellent verbal communication skills & listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. The Candidates should have the ability to lead a team to implement plans and execute at the ground level. Thorough understanding of regulatory framework and Taxation Laws Customer focus and result oriented approach Qualification & Experience MBA / Graduate Good knowledge of Equity, Debt Markets and Financial Market MFD Certified

We are looking to hire a Customer Service Officer to bring in excellence in service. 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.

Responsible to drive the entire BD for Private Banking Channel for the Region. To build, develop & enhance relationships across Private Banks Setting up the entire network of Private Banks in the Region, Responsible to drive the entire Business Development for National Distribution Channel for the Region. Ensure effective and smooth relationship with ND's in the region for growth in business. Developing the entire network for National Distributors Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in Market share in the IFA channel business. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis, Generating & increasing sales. Prospecting of customers through New client acquisition, network, data base, References and open market. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage NISM VA Mandatory MFD Certified

Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Roles and Responsibilities Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Significantly Increase the market share of AMC in the IFA channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel Developing the entire network for IFAs Oversee and contribute to preparation of regular client reporting Contribute to implementation of the Short / long term sales plan for the branch Regular follow-up with all potential leads across products for effective conversion Develop, implement strategy to achieve planned growth objectives in the geographies Help in communicating a strong and vibrant brand Investor Awareness Programs Overall contribution/profitability of the AMC Skill Set & Competencies Excellent Communication Skills, Written & Verbal Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Negotiation and Channel Management Skills Qualifications & Experience A Masters degree/professional qualifications Undergraduate degree; NISM Certified At least 2-7 years experience

This position is responsible for managing all channels. Candidate will be expected to manage Wealth Counters/ Private Banking / IFA / ND / State Bank Group Channel and maximize sales by building new relationships and managing existing relationships. Roles and Responsibilities Responsible for the Branch Sales (all channels) Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch. Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks Drive Sales of new product launches and monitor team performances. Encourage investors to invest through online portal Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors Conduct regular Investor Awareness Programs and Investor meets Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch Manage and motivate team and guide them suitably on products, markets and Sales tools. Access local market conditions and identify current and prospective sales opportunities through business development activities Ensure 100% quality control Establishes productive, professional relationships with key personnel in assigned partner accounts. To carry out the morning huddle with the team and groom the team with all the market cum product changes and targets Discuss existing schemes / New schemes of debt and equity and daily market update with the Team To manage the entire process of BTL activities for lead generation Develop, execute, implement and manage strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head. To manage the P&L of the branch To manage the overall operational activities of the branch & Human Resources Management Skills & Competencies Quick thinking and problem-solving skills Excellent verbal communication skills & listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. The Candidates should have the ability to lead a team to implement plans and execute at the ground level. Thorough understanding of regulatory framework and Taxation Laws Customer focus and result oriented approach Qualification & Experience MBA / Graduate Graduate with 4 - 8 years of Industry Experience Good knowledge of Equity, Debt Markets and Financial Market MFD Certified

Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Roles and Responsibilities Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Significantly Increase the market share of AMC in the IFA channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel Developing the entire network for IFAs Oversee and contribute to preparation of regular client reporting Contribute to implementation of the Short / long term sales plan for the branch Regular follow-up with all potential leads across products for effective conversion Develop, implement strategy to achieve planned growth objectives in the geographies Help in communicating a strong and vibrant brand Investor Awareness Programs Overall contribution/profitability of the AMC Skill Set & Competencies Excellent Communication Skills, Written & Verbal Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Negotiation and Channel Management Skills Result Orientation - Concern for Excellence Qualifications & Experience A Masters degree/professional qualifications Undergraduate degree; NISM Certified At least 2-7 years experience

Role and Responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region To build, develop & enhance relationships the Retail Channel Setting up and managing the network of Private Banks in the Region Develop, implement strategy to achieve planned growth objectives for their channel Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity / growth potential, competitor activity, existing capabilities and risk appetite Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in market share in their respective channel business Liaising with his distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and relationship building for generating sales Prospecting of customers through new client acquisition, network, data base, references and open market Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements Achievement of monthly, quarterly & yearly business plan Channel development & networking skills for achieving channel sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account management skills, excellent presentation skills Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree / professional qualification Undergraduate degree At least 1 to 6 years of relevant experience MFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

Responsible to drive the entire Business Development for National Distribution Channel for the Region. Roles and Responsibilities Role and Responsibilities Responsible to drive the entire Business Development for National Distribution Channel for the Region. Ensure effective and smooth relationship with ND's in the region for growth in business. Developing the entire network for National Distributors Develop, implement strategy to achieve planned growth objectives for their channel Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in Market share in the ND channel business. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis, Generating & increasing sales. Prospecting of customers through New client acquisition, network, data base, References and open market. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree/professional qualifications Undergraduate degree; MFD Certified

This position is responsible for managing all channels. Candidate will be expected to manage Wealth Counters/ Private Banking / IFA / ND / State Bank Group Channel and maximize sales by building new relationships and managing existing relationships. Roles and Responsibilities Responsible for the Branch Sales (all channels) Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch. Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks Drive Sales of new product launches and monitor team performances. Encourage investors to invest through online portal Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors Conduct regular Investor Awareness Programs and Investor meets Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch Manage and motivate team and guide them suitably on products, markets and Sales tools. Access local market conditions and identify current and prospective sales opportunities through business development activities Ensure 100% quality control Establishes productive, professional relationships with key personnel in assigned partner accounts. To carry out the morning huddle with the team and groom the team with all the market cum product changes and targets Discuss existing schemes / New schemes of debt and equity and daily market update with the Team To manage the entire process of BTL activities for lead generation Develop, execute, implement and manage strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head. To manage the P&L of the branch To manage the overall operational activities of the branch & Human Resources Management Skills & Competencies Quick thinking and problem-solving skills Excellent verbal communication skills & listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. The Candidates should have the ability to lead a team to implement plans and execute at the ground level. Thorough understanding of regulatory framework and Taxation Laws Customer focus and result oriented approach Qualification & Experience MBA / Graduate Good knowledge of Equity, Debt Markets and Financial Market MFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

A digital customer service manager plays a crucial role in addressing a company's customer service operations. Whose focused area is on addressing customer complaints, queries and enquiries from various sources. Manager responsibility is ensuring high-quality support and resolution to customers. Managers should have a deep understanding of business functions. Job Title: Customer Service Manager Key Responsibilities: Customer Support: Address and resolve customer complaint, query and enquiry related to digital assets, including transactions, account management, and platform navigation Team Leadership: Manage and supervise customer service representatives and support staff. Team Management: Lead a team of customer service representatives specializing in digital assets, ensuring they are knowledgeable and effective in their roles. Training and Development: Develop training programs for new staff and provide ongoing training to support functional team. Develop training materials and programs to educate staff on digital assets and service best practices. Performance Monitoring: Track team performance metrics and individual performance to ensure high standards of service. Customer Engagement: Address customer inquiries and complaints effectively, working to resolve issues promptly. Build strong relationships with customers through ongoing, meaningful interactions. Process Improvement: Analyze customer service processes and implement improvements to enhance efficiency and customer satisfaction. Compliance Oversight: Ensure that customer interactions comply with regulatory standards relevant organizational policies. Reporting: Prepare reports on customer service operations, feedback, and areas for improvement. Issue Resolution: Handle escalated customer issues, working to resolve complex problems efficiently. Feedback Loop: Gather customer feedback regarding digital asset services and work with product development teams to enhance offerings. Required Skills: Communication: Excellent verbal and written communication skills to interact effectively with customers and team members. Problem-Solving: Strong analytical and problem-solving abilities to address customer issues efficiently. Empathy: Ability to understand and respond to customer needs and concerns with sensitivity. Leadership: Proven leadership skills to manage and motivate a team. Technical Proficiency: Familiarity with customer service software and tools. Qualifications: Education: Bachelors degree in Business Administration, Communications, or a related field is often preferred. Experience: Previous experience in customer service roles, with a minimum of 3-5 years in a supervisory or managerial position. Previous experience specific to digital assets is a significant advantage. Personal Attributes: Strong customer-centric mindset with customer-focused and attentive to detail. Patience and resilience in high-pressure situations. Ability to adapt to changing circumstances and diverse customer needs.

We are looking to hire a Customer Service Officer to bring in excellence in service. 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.

Digital Product Manager Job Description: 3-5 years of experience in product management, preferably in BFSI, fintech, or B2B digital platforms. Strong understanding of Agile methodologies, sprint planning, backlog management, and proficiency in JIRA. Experience working with design teams to translate user journeys into intuitive UI/UX. Familiarity with Power BI or equivalent tools for tracking KPIs and driving data informed decisions. Excellent communication and documentation skills; ability to work with cross functional teams including tech, design, marketing, and operations. ¢ Experience in managing vendor deliverables, testing cycles, and go-to-market plans. ¢ Ability to own the product lifecycle end-to-end and drive platform adoption and enhancement initiatives. Role & Responsibilities: Collaborating closely with the Tech team to drive sprint planning, backlog grooming, and feature delivery using JIRA. ¢ Working with the UI/UX design team to continuously enhance platform usability and experience. ¢ Applying Power BI and data analytics to monitor adoption, identify user behaviour trends, and drive data-informed improvements. ¢ Engaging in stakeholder discussions, documentation, testing, and ensuring timely go-lives across platforms.

SBI Funds Management Ltd Role Title: HR Operations - ER & Compliance Key Responsibility 1.Employee Relations Handle all employee relations (disciplinary actions) related cases in the organisation. Manage various disciplinary actions in line with the policy framework. Draft suspension, warning , show cause and termination letters. Guide and coordinate with stakeholders to set up departmental inquiries. Coordinate with internal and external legal teams to get an opinion on various ER cases reported to HR and take these cases to their logical conclusion. Maintain a tracker of all ER cases for timely closures Coordinate with businesses and departments to get detailed investigation reports and evidence for all referred disciplinary cases. Keep management updated about new amendments/changes in labour laws and the latest landmark judgments. 2.Compliance Coordinate with external compliance vendors to ensure that branch level compliance is done on time. Maintain a tracker to ensure that all returns/compliance under applicable labour laws is compiled on time. To ensure all vendors complied with the CLRA. Provide all required data to the vendor to complete the compliance under labour law. Provide periodic updates to management about the status of compliance in branches Ensure the HR function has complied with all regulatory requirements. ( SEBI)_ 3.Internal/External Audit To conduct internal audits of all HR processes/data on a monthly/quarterly basis. To ensure that data maintained at HRIS is accurate. Manage process/SOP dashboard to ensure that all regular processes are conducted within the agreed timeline. Submit periodic reports to show process efficiency. Understand external audit requirements & to provide the required data to external auditors. Act as single point of contact for all external audits. 4.Off-Roll Associates Management To oversee off-roll associate data maintenance and periodically review the data accuracy. Coordinate with manpower vendor to ensure all compliance related to the off-roll associates are complied. Manage engagement activity for off-roll associates. Handle off roll related queries. Review existing processes for off roll management. 5. HR Operations Assist with various processes in HR Ops To act as a backup to the HR Ops function. Share monthly data / MIS with various stakeholders. Handle various activities of HR Operations Note: Additional responsibilities may be added from time to time depending on organisational requirements. Competencies required for the role Detail orientation; Usage of Technology; Process orientation; Commercial Orientation; Living the values; Usage of Software Applications & Tools; Teamwork Education Qualification 1) MBA (Full Time) / LLB Experience 1) 5- 7 Years in the similar domain in the service industry.

Job Title: Chartered Accountant Internal Controls (Fresher) Company: SBI Funds Management Limited Department: Internal Controls Location: Mumbai, India Reports to: Head Internal Controls Role Overview: We are seeking a motivated and detail-oriented Chartered Accountant (CA) fresher to join our Internal Controls team. The role involves assisting in monitoring, reviewing, and strengthening the internal control framework across functions to ensure operational effectiveness, regulatory compliance, and risk mitigation in line with SEBI guidelines and industry best practices. Key Responsibilities: Assist in planning and conducting internal controls reviews across departments Evaluate the adequacy and effectiveness of internal processes and controls Help in identifying process gaps, control deficiencies, and recommending corrective actions Coordinate with stakeholders for timely closure of reviews and control observations Review processes to ensure compliance with SEBI Mutual Fund Regulations and internal policies Assist in preparing memorandums reports, dashboards, and presentations for senior management and Audit Committees Maintain documentation of policies, processes, and risk-control matrices (RCMs) Liaise with internal and external auditors Stay updated on regulatory developments and best practices Desired Candidate Profile: Qualification: Chartered Accountant (CA), Fresher Strong academic background and understanding of audit, controls, risk management, and financial reporting Basic knowledge of mutual fund operations and SEBI regulations (preferred) Good analytical and problem-solving skills Proficient in MS Office (Excel, PowerPoint, Word) Strong communication and interpersonal skills Ability to work collaboratively in cross-functional teams High degree of integrity, professionalism, and attention to detail What We Offer: Opportunity to work with a leading asset management company and gain exposure to a wide range of functions Hands-on learning in internal control frameworks and audit Collaborative and supportive work environment

Digital Product Manager Role Overview: As a Product Manager at SBI Funds Management, you will be responsible for overseeing the end-to-end digital experience of our website. You will drive user-centric innovations, optimize digital touchpoints, and ensure seamless customer interactions. Collaborating across teams, you will spearhead website enhancements to improve user engagement and achieve key performance metrics. Job Description: 3-5 years of experience in product management, preferably in BFSI, fintech, or B2B digital platforms. Strong understanding of Agile methodologies, sprint planning, backlog management, and proficiency in JIRA. Experience working with design teams to translate user journeys into intuitive UI/UX. Familiarity with Power BI or equivalent tools for tracking KPIs and driving data informed decisions. Excellent communication and documentation skills; ability to work with cross functional teams including tech, design, marketing, and operations. Experience in managing vendor deliverables, testing cycles, and go-to-market plans. Ability to own the product lifecycle end-to-end and drive platform adoption and enhancement initiatives. Role & Responsibilities: Collaborating closely with the Tech team to drive sprint planning, backlog grooming, and feature delivery using JIRA. Working with the UI/UX design team to continuously enhance platform usability and experience. Applying Power BI and data analytics to monitor adoption, identify user behaviour trends, and drive data-informed improvements. Engaging in stakeholder discussions, documentation, testing, and ensuring timely go-lives across platforms.

Role Overview: The Specialist Passives will be responsible for driving the growth and success of ETF and passive investment offerings. The primary responsibility will be to acquire and manage relationships with High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients, providing expert guidance on ETFs, index funds, and other passive investment strategies. The role will entail leveraging deep understanding of capital markets to deliver tailored investment solutions that align with clients' financial goals and risk profiles. Key Responsibilities 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new clients, including High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients. Build, nurture, and sustain long-term relationships with both new and existing clients and key stakeholders, such as stockbrokers, distributors, and Registered Investment Advisors (RIAs). Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions. 2. Product Knowledge and Sales Attain deep expertise in Exchange-Traded Funds (ETFs), index funds, and passive investment strategies. Present and explain the benefits, risks, and features of ETFs and other passive investment products to clients. 3. Market Intelligence and Competitive Analysis Monitor and analyse trends in capital markets, ETFs, and the broader investment landscape to provide actionable insights. Regularly update clients on market conditions, ETF performance, and related investment opportunities. Collaborate with internal teams to stay informed on industry developments and formulate innovative strategies to increase market penetration. 4. Compliance and Risk Management Ensure full compliance with regulatory requirements, industry standards, and internal policies. Proactively address and mitigate potential risks related to client investments, safeguarding both client and company interests. Maintain accurate, up-to-date documentation of client interactions, transactions, and market activities. Skills and Qualifications Educational Background: MBA or relevant qualification from a reputed institution in finance or a related field Certifications: NISM V-A and other relevant certifications in investment or capital markets Experience: 5 to 10 years of experience in capital markets, stock broking, or related fields Proven track record of building and nurturing client relationships and achieving sales targets in a competitive environment Excellent communication, negotiation, and presentation skills with a results-oriented approach Proven ability to work independently as well as collaboratively within a team