Client Relationship Manager

Back Office Operations  ✦  Client Relationship Management

📍 Vidyavihar West next to station , Mumbai   |   Full-Time   |   Freshers & Experienced — Both Welcome

Why Prospertive? 🏢

We are not just another financial firm — we are a close-knit team of 12 professionals who genuinely care about client outcomes. With 300+ families trusting us across Mumbai, every person on our team plays a real, visible role. You will not be just a number here — you will be the backbone of smooth financial operations.

— Tejas Shah, Managing Partner & Co-Founder

📌 Role

Operations & Client Relations Executive (Back Office + CRM)

📍 Location

Within 3 km of Ghatkopar, Mumbai — Strict Requirement

🎓 Education

B.Com / BMS / BAF or equivalent graduate

🌐 Languages

English, Hindi, Marathi ✔   |   Gujarati (bonus ⭐)

What Your Day Will Look Like 📋

⚙️  Operations Hat — The Engine Behind the Scenes

✦   Process Mutual Fund applications — online (BSE/NSE/MFU platforms) & offline

✦   Handle KYC onboarding, updation & compliance checks for clients

✦   Manage fund house queries, follow-ups & issue escalations

✦   Maintain client documentation, MIS records & internal trackers

✦   Assist with PMS / AIF documentation, reporting & data management

🤝  Client Relations Hat — The Face Clients Trust

✦   Be the first point of contact for client queries — calm, informed & reassuring

✦   Support Mediclaim & Life Insurance claims — hold the client's hand through the process

✦   Proactively update clients on application status, fund transfers & policy renewals

✦   Coordinate smoothly between Relationship Managers, clients & fund houses

✦   Build long-term rapport — clients should feel looked after, not just processed

Skills That Will Make You Stand Out 🚀

Core Skills

📊

MS Excel (Intermediate+)

VLOOKUP, pivot tables, filters, MIS dashboards — your daily toolkit

🤖

AI Tools — ChatGPT, Claude, Gemini

Use AI to draft client emails, summarise documents, automate repetitive tasks

📁

Google Workspace

Google Sheets, Drive, Docs — for real-time team collaboration

💬

WhatsApp Business & CRM Basics

Client communication via WA Business; basic CRM or contact management tools

Financial & Compliance Know-How (for experienced) 

📜

Financial Product Basics

Working knowledge of Mutual Funds, Insurance (Life & Mediclaim), KYC norms & SEBI guidelines

🔍

BSE StarMF / MFU / NSE NMF II Portals 

Hands-on or willing-to-learn experience on MF transaction platforms

🛡️

Data Accuracy & Compliance Mindset

CKYC, Aadhar-PAN linking, nominee updates — zero-error, regulation-aware approach

Future-Ready & Bonus Skills

📱

Canva / Basic Content Awareness

Help create simple client communication, mailers or investor education posts

📈

Investwell / MF Central / MF Portal Awareness

Familiarity with any retail MF platform is a strong bonus

🗣️

Multilingual Client Communication

Ability to communicate professionally in Marathi, Hindi & English with diverse clients

You Are the Right Fit If... ✅

✦   You hold a B.Com / BMS / BAF or similar degree — fresher or up to 3 years experience

✦   You reside within 3 km of Ghatkopar, Mumbai — localities like Vikhroli, Kanjurmarg, Nahur, Bhandup West, Kurla East, Chembur, Sion are ideal (this is a strict requirement, please apply only if you meet this)

✦   We strongly encourage women professionals to apply — Prospertive is a diverse, inclusive workplace where every team member grows with purpose

✦   You speak clearly, professionally and with warmth — even under pressure

✦   You take ownership — tasks don't fall through the cracks on your watch

✦   You are curious about finance, technology, and growing your expertise

✦   You want to grow — not just do a job, but build a meaningful career

What We Promise You 🎁

✦   Structured training from Day 1 — you will never be thrown in the deep end alone

✦   A flat, friendly team where your voice is heard and your growth is planned

✦   Clear career path — from Operations to Client Management over time

✦   Performance bonus tied to your accuracy, ownership and initiative

✦   Exposure to premium products — PMS, AIF, Gift City — not just basic MF

✦   A firm that celebrates your wins and supports you through the learning curve

Products You Will Work With 💼

Mutual Funds   |   Life Insurance   |   Mediclaim   |   PMS   |   AIF   |   Gift City Investments

📩  READY TO GROW WITH US?

Send your CV on WhatsApp. We read every application personally.

www.prospertive.com

Regards,

Tejas 

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