Education require commerce graduate and above Knowledge of financial product Immediate Appointment Knowledge of Below Products Mandatory :- 1) Mutual fund schemes including Operations 2) Individual Health Insurance Products [Basic of Coverage, Premium Working / Discounts / Loading, Knowledge of Lodging Claims Both cashless and Reimbursement] Motor Insurance [Knowledge of Premium Working and Discounts , Zero Deprecation Coverage and Other add on coverage for Private Cars , Basic Knowledge of Motor Claims ] 3) Travel Insurance [Knowledge of Coverage, Premium Working] Well verse with all financial product like Mutual fund / FD / Genral insurance / non-motor products in general insurance is preferred Basic Claims knowledge in retail line of Insurance is Preferred Key Responsibilities Strictly for operations NO sales , No cold calling or random calling. Calling Existing Client whose request for new product is raised Sending quotes to client as per requirement. Explaining the Brief Benefits of Mutual fund , Individual Health, Motor Insurance , Travel Plans and Coordinating with Team for Closure of same Skills and Attitude:

Job Opportunity: Back Office Operations Executive 📍 Location: Vidyavihar / Ghatkopar, Mumbai 🏢 Prospertive Associates LLP – Financial Services Firm (Since 1981) We are a process-driven financial services firm serving 500+ client families in mutual funds, insurance, and investment advisory. We are looking for a street-smart, enthusiastic fresher to join our operations team. 🔹 Who Can Apply Education: Preferred: B.Com, BMS, BBA, or equivalent Commerce/Management degree Optional Advantage: Diploma/Certificate in Banking, Finance, or Insurance Fresh graduates are welcome — we believe in molding talent rather than hiring pre-set mindsets. Female candidates staying near Ghatkopar / Vidyavihar / Eastern Suburbs will be given preference (for long-term stability). 🔹 Desired Skills Soft-spoken and polite communicator (English, Hindi; Gujarati/Marathi an added plus) Good in email and WhatsApp communication Basic knowledge of MS Excel and data entry Quick learner, willing to adopt new skills Organized and detail-oriented with a positive attitude 🔹 Key Responsibilities Manage client documentation and applications (mutual funds, insurance, claims, etc.) Handle email and WhatsApp correspondence with clients and companies Maintain accurate data records and assist in compliance requirements Coordinate with mutual fund houses, insurance companies, and service providers to resolve pending cases Support the team in various back-office operations and service requests 🔹 Work Timings Monday to Friday: 10:00 AM – 7:00 PM Saturday: 10:00 AM – 3:00 PM Sunday: Weekly Off 🔹 Benefits (Post Completion of 1 Year) Yearly Performance Bonus Leave Encashment Facility Health & Accident (Loss of Income) Insurance Coverage