Sr. Relationship Manager

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

contact@streedhana.com

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