Company Description StreeDhana is a financial education platform designed to help women in India understand investing and mutual fund distribution before they make their first investments. The platform simplifies complex investment concepts into explicit, practical learning journeys that focus on building financial understanding rather than promising returns or encouraging speculation. StreeDhana’s mission is to educate, simplify, and empower by showing how mutual funds and distribution work, so learners can make informed decisions aligned with their goals. Its parent company, NextStep Financials Service Private Limited, operates the regulated financial distribution infrastructure, ensuring compliance, technology robustness, and responsible execution of investment transactions within the applicable regulatory framework from its base in Lucknow, Uttar Pradesh. Pay: From ₹25,000.00 -40,000 per month

Job Description
Company: StreeDhana Fintech

Location:
Lucknow, Uttar Pradesh Employment Type: Full-Time

Experience:
2–5 Years

Salary:
Salary + Performance-Based Incentives Job Summary StreeDhana is looking for an enthusiastic and customer-oriented Relationship Manager to manage customer relationships and generate business across multiple financial products, including Mutual Funds, Fixed Deposits, Insurance, Personal Loans and Business Loans. The candidate will be responsible for customer acquisition, relationship management, cross-selling and achieving business targets.

Key Responsibilities




• Acquire new customers through references, networking, field visits and lead generation.
• Promote and cross-sell multiple financial products, including:
• Mutual Funds
• Fixed Deposits (FD)
• Insurance
• Personal Loans
• Business Loans
• Gold loan
• Understand customer financial needs and recommend suitable product solutions.
• Build and maintain long-term relationships with customers.
• Generate business through existing customers, referrals and new leads.
• Follow up with prospective customers and convert leads into business.
• Achieve monthly sales and revenue targets.
• Maintain customer records and submit daily sales reports.
• Coordinate with internal teams and financial product partners for smooth customer onboarding. Eligibility & Required Skills
• Graduate in any discipline.
• 2–5 years of experience in Banking, NBFC, Insurance or Financial Services.
• Experience in sales of at least one BFSI product.
• Candidates from CASA, Credit Cards, Personal Loans, Insurance, Mutual Funds and FD sales are encouraged to apply.
• Good communication, negotiation and customer-handling skills.
• Strong sales orientation and willingness to work with multiple products.
• Ability to work independently and achieve targets. Apply Now: [email protected] Join StreeDhana and become part of a growing financial services platform focused on empowering customers through better financial awareness and solutions. Work

Location:
In person

📌 Business Development Manager (Lucknow)
🏢 StreeDhana
📍 Lucknow