Mutual Fund Back Office-Pune
Job Description:
Position: Mutual Fund Back Office
Education: Graduate (Bcom/BMS/MBA)
Work Experience: Fresher or experienced
Job timings: Monday to Saturday 9am to 6pm
Job Location: Viman Nagar(Pune)
Job description:
- Co-ordinating with fund houses for investor statements
- Co-ordinating with investors regarding OTPs, fund switches, new SIPs & lump sums, redemptions etc.
- Preparing & collating mutual fund reports
- Operating software for fund switches, new SIPs & lump sums, redemptions etc.
Skill Set:
- Fast learner and good communication
- Responsible towards the job, hardworking, punctual with timings & tasks assigned.
- Basic computer skills & MS Applications
Note: Required training will be given for all the above
Key Skills :
Company Profile
A leading mutual fund distributor based in Navi Mumbai, this firm has over 19 years of experience in managing the financial goals of HNIs and Ultra HNIs. Recognized among the top in the region, they specialize in crafting personalized wealth strategies aligned with clients’ risk profiles and long-term goals. Their core services include mutual fund distribution, portfolio management, insurance advisory, financial and retirement planning. Backed by advanced technology and a client-friendly app, they provide seamless portfolio tracking and a modern investment experience. Their approach combines expert advisory with a commitment to transparency, growth, and financial security.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.