
Service Relationship Manager
3 days ago
Job Description
Position: Back Office Executive (Service RM)– Insurance & Mutual Fund Operations
Location: Pune
Company: Teamone Financial Services Pvt. Ltd.
Experience: 1–3 years preferred
Salary Range: ₹2 – ₹2.5 LPA
About Us:
Teamone Financial Services Pvt. Ltd. is a 28-year-old trusted name in Insurance and Mutual Fund distribution. We have built a legacy of trust, service excellence, and customer commitment over the decades.
Role and Responsibilities:
Handle day-to-day back-office operations for Insurance and Mutual Fund business.
Support Relationship Managers (RMs) with client servicing tasks.
Manage documentation, transaction processing, and client follow-ups.
Ensure compliance with regulatory and internal guidelines.
Maintain MIS reports and coordinate with AMC/Insurance partners.
Assist in account opening, KYC, SIP registrations, insurance renewals, etc.
Key Requirements:
Knowledge of Mutual Fund and Insurance back-office processes.
Good communication and coordination skills.
Basic knowledge of MS Office (Excel, Word).
What We Offer:
Ongoing training and skill development programs.
A positive, supportive, and professional work culture.
Attractive salary packages and career growth opportunities.
How to Apply:
Email your resume:
Send your resume via Call/WhatsApp: /
Join Teamone Financial Services and be a part of a legacy of trust and excellence in financial solutions.
Job Type: Full-time
Pay: ₹200, ₹250,000.00 per year
Work Location: In person
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