Mutual Fund

2 weeks ago

Pune, Maharashtra, India INVEONS PVT LTD Full time ₹ 2,00,000 - ₹ 2,50,000 per year

We are seeking a dedicated Operations & Back-Office Executive to join our organisation, primarily focusing on Mutual Fund Distribution, PMS Distribution, and Equity Broking operations. This is a long-term opportunity for candidates who are willing to grow with the organization and commit for at least 3–5 years.

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, ₹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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