Job Summary

We are looking for a driven and enthusiastic Mortgage Executive to join our growing team. This is an excellent opportunity for freshers — especially MBA (Finance), CA/CS Interns, and candidates from a finance background — to kick-start their career in the Banking, Finance, and Mortgage industry. Home loan leads are provided by our in-house real estate team, so you can focus entirely on customer conversion, relationship management, and guiding the loan journey through to disbursement, while working closely with leading banks, developers, and financial partners.

Roles & Responsibilities

- Follow up and convert home loan leads provided by our in-house real estate team — no lead generation required.
- Guide customers through the complete mortgage process — from application and documentation to sanction and disbursement.
- Liaise with partner banks and financial institutions to ensure timely loan processing and approvals.
- Build and maintain robust relationships with real estate developers, channel partners, and customers.
- Collect, verify, and manage financial documentation required for loan processing.
- Meet and exceed monthly sales targets and business goals.
- Maintain accurate records of leads, applications, and interactions using CRM tools.
- Stay updated on loan products, interest rates,



and eligibility criteria across partner banks.
- Coordinate with internal credit, operations, and sales teams to ensure smooth loan closures.

Who We're Looking For

We're looking for ambitious individuals who are serious about building a long-term career in the Banking, Finance, and Mortgage industry — MBA (Finance) freshers and CA/CS Interns will be given first preference, though candidates from any finance background are welcome to apply.

Preferred Candidate Profile

✦ MBA freshers (Finance/Banking specialization) are our first preference.

✦ CA / CS Interns and articleship candidates are highly preferred.

✦ Candidates with any finance background — Finance, Commerce, BBA, BMS, Economics, or Banking graduates — are welcome to apply.

✦ Fresh graduates who are eager to learn and grow are encouraged to apply.

✦ Excellent communication and interpersonal skills.

✦ Smart, confident, and presentable personality.

✦ Strong analytical and problem-solving mindset.

✦ Customer-centric attitude with a passion for helping people.

✦ Self-motivated, disciplined, and target-driven.

✦ Quick learner with a willingness to work in a fast-paced environment.

✦ Positive attitude, professionalism, and a growth mindset.

📌 Urban Money Sales (Bengaluru)
🏢 Square Yard
📍 Bengaluru