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 experienced professionals from leading banking and financial services institutions to offer clients transparent comparisons, competitive interest rates, and streamlined documentation support. Acting as a distributor for many reputed financial institutions, Urban Money is able to deliver comprehensive lending options tailored to individual needs. Its private banking–style model assigns dedicated loan portfolio counselors to manage the entire borrowing process from product selection to disbursal. Urban Money currently operates in 100+ locations across India, supporting home loan needs for a diverse client base.
Role Description This full-time, on-site Relationship Manager role is based in the Mumbai Metropolitan Region. The Relationship Manager will build and maintain strong relationships with clients seeking loans and mortgage solutions, acting as a primary point of contact throughout the borrowing process. Responsibilities include understanding client financial needs, recommending suitable loan products, coordinating with multiple lending institutions, and ensuring accurate and timely completion of documentation. The role involves managing end-to-end loan processing, following up with internal teams and external partners, and providing regular updates to clients until disbursal. The Relationship Manager will also support clients with basic guidance on taxation and insurance related to their loans, while contributing to business growth through high-quality service and client referrals.
Qualifications
- Candidates should possess strong client relationship management and customer service skills to engage with diverse borrowers and maintain long-term partnerships.
- Candidates should possess skills in financial analysis, loan advisory, and basic understanding of mortgage products to recommend suitable lending solutions.
- Candidates should possess communication, negotiation, and interpersonal skills to coordinate effectively with clients and partner financial institutions.
- Candidates should possess organizational and documentation management skills to handle multiple applications, ensure accuracy, and meet timelines.
- Candidates should possess proficiency in using CRM or loan management systems and standard office software for tracking leads and loan progress.
- Relevant experience in banking, NBFCs, or financial services, especially in loans or mortgage advisory, is highly beneficial.
- A bachelor’s degree in finance, business, economics, or a related field is preferred; equivalent professional experience will also be considered.
- Ability to work on-site in the Mumbai Metropolitan Region, with a results-driven mindset and commitment to ethical, unbiased financial advisory.
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