Mutual Funds and Insurance back office
2 weeks ago
We're Hiring: Mutual Fund and Insurance Back Office Staff
Location: Pune
| Full-Time
Company Description
At Payal Edge Investments Pvt. Ltd., our mission is to empower individuals and families to thrive financially by providing them an edge in making informed financial decisions. We offer personalized financial management and risk planning solutions tailored to our clients' unique goals and values.
We're looking for a
highly motivated individual
who's eager to learn and grow. This role provides hands-on experience in mutual fund operations and a clear path to transition into a
Relationship Manager
role, working directly with clients.
Key Responsibilities:
- Process mutual fund transactions: purchases, redemptions, SIPs/STPs/SWPs
- Handle transmissions, nominee updates, and account modifications
- Perform daily reconciliations with RTAs and banks
- Update NAVs, maintain records, and prepare client reports
- Ensure compliance with SEBI/AMFI and internal policies
- Process and verify insurance applications, claims, renewals, endorsements, and cancellations.
- Enter and update customer and policy data into internal systems with high accuracy.
What We're Looking For:
Pune-based candidates only
Bachelor's in Finance/Commerce (MBA or certifications a plus)
1–3 years' experience in MF and/or insurance back-office operations
Excel proficiency; familiarity with MF Utility, NSE NMF II, BSE STAR MF
Strong attention to detail, communication skills, and a willingness to grow
K
nowledge of insurance policies, terms, and regulatory requirements.
Working Hours:
- Monday to Friday:
9:30 AM – 6:00 PM - Saturday:
9:30 AM – 4:00 PM
Send your resume to:
Start in operations. Grow into a client-facing role.
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