Back Office Operations Executive

Job Title: Back Office Operations Executive – Financial Services

Location: Neelkanth Business Park, Vidyavihar / Ghatkopar, Mumbai

🏢 Prospertive Associates LLP — We're Hiring!

Hi, I'm Tejas Shah, Managing Partner at Prospertive Associates LLP. We are a growing financial services firm serving 300+ families across Mumbai with investments, insurance & claims support.

📌 Position: Back Office Operations Executive

✅ Who Can Apply

• B.Com B.Com/BMS/BAF or equivalent graduate
• Freshers or experienced — both welcome
• Based near Ghatkopar, Mumbai (preferred)
• Languages: English, Hindi, Marathi ✔️ | Gujarati (bonus ⭐)

🛠 Skills We're Looking For

• MS Excel (basic to intermediate)
• AI tools awareness (ChatGPT, Claude etc.)
• Financial product basics (MF, Insurance, KYC)
• Excellent verbal & written communication
• Detail-oriented, soft-spoken & professional

📋 What You'll Do

• Mutual fund applications — online & offline
• KYC processing for new & existing clients
• Fund house query handling & follow-ups
• Claims handling & insurance policy servicing
• Client documentation & internal record keeping
• Coordination with RMs & clients

🎁 What We Offer

• Hands-on training in financial services
• Friendly, growth-oriented team culture
• Long-term career path
• Performance bonus

Salary & Benefits

Salary: ₹14,000 – ₹27,000 (Fixed) + ₹2,000 Incentives

Work Schedule

Days: Monday to Friday (10 AM – 7 PM)

Saturday: 10 AM – 3 PM

💼 Products We Handle Mutual Funds | PMS | AIF | Life Insurance | Mediclaim , Travel Insurance | Gift City

🌐 www.prospertive.com