Urban Money
Website:
urbanmoney.com
Job details:
Company Description
Urban Money is India’s first unbiased loan advisory services firm, specializing in loans and mortgage solutions. With a team from renowned financial institutions like HSBC, Citibank, and ICICI, Urban Money provides seamless and comprehensive borrowing solutions. As a distributor for leading financial organizations such as HDFC, Axis, and Tata Capital, the company offers extensive options tailored to individual client needs. By assigning dedicated loan portfolio counselors for end-to-end support, Urban Money ensures a hassle-free experience for its clients. Currently, the company operates in over 100 locations in India, enabling access to home loans nationwide.
Role Description
This is a full-time on-site role located in Hyderabad. The incumbent will be responsible for assisting clients through the loan process, from identifying suitable loan products to managing documentation and coordinating with financial institutions. Responsibilities include offering personalized consultations, providing expert advice on financial products, and ensuring timely loan disbursement while meeting compliance standards.
Qualifications
- Knowledge in loan advisory, mortgage planning, and financial consultation
- Proficiency in documentation, client relationship management, and consultation on taxation and insurance
- Strong negotiation, communication, and interpersonal skills
- Ability to work independently and as part of a team to achieve measurable goals
- Experience in banking, financial services, or related industries is a significant advantage
- Proficiency with financial software and tools is a plus
- A bachelor’s degree in finance, business administration, or a related field is preferred
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