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 current & 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