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 recent 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.

Pay: From ₹25,000.00 per month

Work Location: In person

📌 Sr. Relationship Manager (Lucknow)
🏢 StreeDhana-NSFS P
📍 Lucknow