Company Description StreeDhana, backed by NextStep Financials Service Private Limited, is a financial education platform designed to help women in India understand investing and mutual fund distribution before they make investment decisions. The platform translates complex investment concepts into simple, practical learning journeys that emphasize clarity, confidence, and informed choice. StreeDhana focuses on education and awareness, without promising returns or encouraging speculation, and aims to empower first-time investors through knowledge.

NextStep Financials provides the regulated financial distribution infrastructure, managing compliance, technology, and transaction execution in line with applicable regulations. Together, StreeDhana and NextStep Financials ensure that learning and any subsequent investment facilitation are conducted responsibly, transparently, and within the regulatory framework.

Role Description The Relationship Manager – Mutual Fund Retail Sales will be responsible for engaging with prospective and existing retail investors, explaining mutual fund products, and guiding them through compliant, goal-based investment journeys. This full time, on-site role is based in Lucknow and involves meeting clients, understanding their financial objectives, and recommending suitable mutual fund solutions aligned with regulatory guidelines and internal policies. The position includes conducting investor education discussions, supporting StreeDhana’s learning-first approach,



and coordinating closely with the operations and compliance teams at NextStep Financials to ensure accurate documentation and transaction processing.

The Relationship

Manager will maintain ongoing client relationships, manage follow-ups, respond to queries, and contribute to sales targets while upholding a high standard of transparency and ethical conduct.

Qualifications

- Strong client relationship management and interpersonal skills, with the ability to communicate clearly and build trust with first-time and retail investors.
- Knowledge of mutual funds, retail investment products, and basic financial planning principles; familiarity with AMFI regulations and industry practices is an advantage.
- Sales and advisory skills focused on needs-based recommendations, including experience in retail financial services, banking, or wealth management.
- Ability to explain complex financial concepts in simple language, with a commitment to investor education and a learning-first approach.
- Solid organizational and documentation skills, including accuracy in completing forms, handling KYC requirements, and coordinating with back-office teams.
- Comfort working in an on-site environment in Lucknow, with a proactive approach to client outreach, follow-up, and local market development.
- Bachelor’s degree in commerce, finance, business, economics, or a related field; NISM or AMFI-related certifications are preferred.
- High ethical standards, attention to regulatory compliance, and a strong commitment to inclusive, gender-neutral financial empowerment.

📌 Relationship Manager – Mutual Fund Retail Sales (Lucknow)
🏢 StreeDhana
📍 Lucknow