Relationship Associate – Trainee (Insurance & Mutual Funds) | Freshers Welcome
Prospertive Associates LLP | Vidyavihar West (near Ghatkopar), Mumbai | Full-time, On-site
About Us
Prospertive Associates LLP is an AMFI-registered Mutual Fund Distributor and insurance distribution firm, led by a CFP® professional and MDRT member since 2008. We serve families, professionals and trusts across health & life insurance, mutual funds, PMS, AIF and fixed deposits. We're building a young, learning-first team, and we train you from day one.
What You'll Do
1. Manage health and life insurance renewals end-to-end: tracking due dates, preparing renewal quotes, sending client reminders and closing renewals on time
2. Calculate and compare renewal premiums, including age-band changes, sum insured upgrades, add-ons and multi-year options
3. Prepare premium comparison sheets across insurers in Excel
4. Track renewals, SIPs and client follow-ups in Zoho CRM
5. Respond to existing clients' queries on their insurance and mutual fund holdings, under the supervision of senior relationship managers
6. Handle client onboarding, KYC and policy/investment paperwork
7. Help prepare portfolio review reports
8. Use AI tools (Claude, NotebookLM) to research, summarise and draft client communication
9. Stay updated on IRDAI, SEBI and AMFI regulations
Who We're Looking For
1. Graduate or postgraduate: B.Com, BBA, BMS, BAF, MBA Finance, Economics,
or any stream with a genuine interest in finance
2. 0–1 year of experience; freshers welcome
3. Strong with numbers: comfortable with percentages, premium comparisons and basic calculations
4. Good working knowledge of Excel: formulas, sorting and filtering, easy comparison tables
5. Clear, confident communication in English and Hindi; Gujarati is a plus
6. High attention to detail. A wrong premium or a missed renewal date directly affects a family's cover.
7. Curious about AI tools such as Claude and NotebookLM; we'll train you
8. Zoho CRM exposure is a plus, not a requirement
9. Willingness to complete relevant insurance and NISM (Mutual Fund) certifications (we support your preparation)
10. Disciplined, service-minded and people-friendly
11. Candidates living on the Central line (Kurla–Thane) or near Chembur preferred
What You'll Gain
1. Structured training and mentoring from a CFP® and MDRT-qualified team
2. Support for insurance and NISM certifications
3. Exposure to real client portfolios and insurance books, not textbook cases
4. Growth path: Trainee → Relationship Associate → Relationship Manager
5. Salary of ₹18,000–₹24,000 per month (based on skills and interview), plus performance incentives
6. Working hours: Monday–Friday, 10 AM – 7 PM; Saturday half-day, 10 AM – 3 PM
How to Apply Click Easy Apply, or email your CV to
[email protected]
📌 Relationship Associate – Trainee (Insurance & Mutual Funds) Freshers Welcome (Mumbai)
🏢 Prospertive Associates
📍 Mumbai