Urban Money
Website:
urbanmoney.com
Job details:
Company Description Urban Money is India’s first unbiased loan advisory services firm, providing guidance on a wide range of loans and mortgage solutions. The organization brings together professionals from leading banking and financial services institutions, enabling strong partnerships with top lenders and seamless client experiences. Urban Money operates with a private banking-style model, assigning dedicated loan portfolio counselors to manage the entire borrowing process for each client. The company serves as a distributor for many reputed financial institutions and offers end-to-end support on product selection, documentation, taxation and insurance advice, and loan disbursal. With presence in 100+ locations across India, Urban Money facilitates home loans for a large and diverse customer base.
Role Description The Fresher/Sales Executive role is a full-time, on-site position based in the Mumbai Metropolitan Region. The role involves engaging with prospective and existing customers, understanding their loan and mortgage needs, and recommending suitable products from partner financial institutions. Daily responsibilities include generating leads through various channels, following up on inquiries, explaining loan features and eligibility criteria, and assisting customers with documentation and application processes. The Sales Executive will coordinate with internal teams and external lenders to track application status, resolve issues, and ensure timely loan disbursal. The role also includes maintaining accurate records, meeting sales targets, and providing professional and transparent customer service aligned with Urban Money’s advisory approach.
Qualifications
- Strong communication and interpersonal skills, with the ability to build rapport and explain financial products clearly.
- Customer service orientation, including active listening, problem-solving, and a commitment to delivering hassle-free experiences.
- Basic understanding of financial products such as home loans, personal loans, and mortgage solutions (training can be provided for freshers).
- Sales aptitude, including lead generation, follow-up, negotiation, and target-driven mindset.
- Good organizational and documentation skills, with attention to detail and accuracy in handling client information.
- Comfort with using computers, CRM tools, and common office applications for tracking and reporting.
- Minimum educational qualification: graduate degree in any discipline; specialization in commerce, finance, or business is an advantage.
- Enthusiasm to learn, ability to work in a fast-paced environment, and willingness to work on-site across the Mumbai Metropolitan Region.
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