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Homeโ€บCompaniesโ€บEquitas Small Finance Ltdโ€บCustomer Service Officer - Mutual Funds
ES

Customer Service Officer - Mutual Funds

๐Ÿ“LOCATIONChennai
๐Ÿ“ˆEXPERIENCE0 to 4 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED22 Jul 2026

01Overview

Customer Service Officer - MF S.NO. DESIRED RESULT WEIGHTAGE KEY PERFORMANCE INDICATOR Annexure 1 Cash Management - Accounting of Cash and Banking the Cash 30% Risk and Ops Report Annexure 1 2 File despatch as per timelines (PRDD) 15% Ops Report Annexure 2 3 NACH Rejected Cash collections to be less than 10% of billing 10% Risk Report Annexure 3 4 Disbursement Management (XMS upload and query resolution) 5% Risk Report Annexure 4 5 FTR to be achieved as per matrix 5% Ops Report Annexure 5 6 Repayment reminder call for Retail customers 5% Branch Report Annexure 6 7 On-time closure of DCS summary and maintenance of Key Management Register 10% CPC Reports / MIS Annexure 7 8 Post despatch file quality FTR to be achieved as per matrix 10% FTR matrix Annexure 8 9 Management Retail stationery by indenting to OPS on need basis 5% Stationery management Annexure 9 10 Self Development 5% Training Mandays Annexure 10

02What you'll need

Experience
0 to 4 Yrs
Employment Type
Full time
Programming languages
Cash ManagementAccountingBankingRisk ManagementCollectionsOps ReportFile DespatchNACHDisbursement ManagementXMS Upload

03About EQUITAS SMALL FINANCE LTD

BFSIIndustry
Full timeEmployment Type
ChennaiLocation
Not Disclosed ยท salary hidden by employer
0 to 4 Yrs ยท Chennai
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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