Mutual Fund

5 days ago


Pune Maharashtra, India INVEONS PVT LTD Full time

**Key Responsibilities**:

- Handle daily back-office operations related to mutual funds, PMS, and equity broking.
- Prepare and manage client and internal reports using Microsoft Excel.
- Coordinate with Asset Management Companies (AMCs), clients, and related entities for service-related activities.
- Resolve client queries and ensure smooth execution of investment transactions.
- Support compliance, documentation, and account servicing.
- Assist with data entry, reconciliation, and MIS reporting.
- Proactively learn new systems and processes in line with office practices.

**Job Types**: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Paid sick time

Application Question(s):

- Are you ready to commit at least 3 years to the Company?

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)
- Operations in Mutual Fund Industry: 1 year (preferred)

**Language**:

- English, Marathi, Hindi (preferred)


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