Relationship Executive

EZSpace Ventures

Mumbai Metropolitan RegionFresher1h agovia LinkedIn

This job at a glance

Who can apply
Freshers and up to 1 year · Any graduate
Must know
NetworkingLead generation
Work
On-site in Mumbai Metropolitan Region
Pay
Not stated by the employer.
Skill demand
Lead generation8%Networking5%of 99 similar fresher jobs posted in India this week
Listed
27 Oct 2026 · still open

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About the Role

EZSpace Ventures is a financial services company, established in 2008, known for quality advice, personalized service, and cutting-edge technology. The company serves over 50,000 investors with a team of 100 members. Core product offerings include mutual funds, Fixed Deposits (FD), Government Bonds, and Debentures.

Key Responsibilities

  • Engage with investors via calls and digital platforms to provide updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
  • Offer personalized investment solutions aligned with clients’ short-, medium-, and long-term financial goals.
  • Maintain strong client relationships to ensure satisfaction, retention, and loyalty, managing regular communication across multiple channels.
  • Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
  • Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
  • Visit client locations as needed for documentation completion.

Requirements & Tech Stack

  • Financial product knowledge
  • Lead generation
  • Client relationship management
  • Investment advisory
  • Market trend analysis
  • Networking

Qualifications

  • Minimum Graduate from any stream.
  • Fresher’s can apply.

Working days: Monday to Saturday (first 6 months), with alternate Saturdays off thereafter.

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