Mutual Fund Executive

Teamone Financial Services; Pune District; On-site; INR 180,000 - 240,000; Full time

Job summary

Teamone Financial Services Pvt. Ltd. in Pune is seeking a Back Office Executive to manage backend operations of mutual funds, documentation, and support daily office processes. The role requires maintaining records, data entry, and coordinating with internal teams to ensure smooth workflow.

The candidate should have 1+ year experience in mutual fund operations, good communication, basic computer skills, and the ability to handle office operations efficiently in a fast-paced environment.

Qualifications

• 1+ years in Mutual Fund Operations, Back Office.

Responsibilities

• Maintain client and office records.
• Handle data entry and documentation work.
• Verify and process forms and reports.
• Coordinate with internal teams for smooth operations
• Support day-to-day administrative activities

Skills

Communication skills

Coordination skills

Basic computer knowledge

Job description

Job Title : Back Office Executive.

Location: Pune

Company: Teamone Financial Services Pvt. Ltd.

About Teamone :

Teamone is a growing wealth management firm serving HNI clients.

Role Overview :

We are hiring a Back Office Executive to manage backend operations of Mutual Funds, documentation, and support daily office processes.

Experience :

• 1+ years in Mutual Fund Operations, Back Office.

Key Responsibilities :

• Maintain client and office records.


• Handle data entry and documentation work.


• Verify and process forms and reports.


• Coordinate with internal teams for smooth operations


• Support day-to-day administrative activities

Who We Are Looking For :

• Good communication and coordination skills


• Basic computer knowledge.


• Ability to handle office operations efficiently.