Company Description Urban Money Private Limited is a corporate direct selling agent (DSA) providing loan services across India, offering a wide range of products including personal, business, home, vehicle, education, and mortgage-based loans. The company partners with multiple leading banks and NBFCs such as HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank, Bajaj Finance, and many others to deliver diverse financing options.

Urban

Money focuses on transparent, direct engagement with clients, emphasizing “no middle person” interactions to build trust and efficiency. The organization is committed to strong support for its customers and network, aiming to offer competitive payouts and responsive service across all its lending solutions.

Role Description The Relationship Manager role at Urban Money Private Limited is a full-time, on-site position across Gujarat.

The Relationship

Manager will be responsible for building and maintaining strong relationships with individual and business clients seeking loan products, understanding their needs, and recommending suitable financing options from partner banks and NBFCs. Daily activities include managing client inquiries, coordinating documentation and KYC processes, liaising with lending partners for approvals, and tracking application status to ensure timely disbursals. The role also involves generating new business through referrals and local outreach,



maintaining accurate records in internal systems, and providing post-disbursal support to clients.

The Relationship

Manager will collaborate closely with internal teams to meet sales targets while ensuring a high standard of customer experience and regulatory compliance.

Qualifications

- Strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
- Knowledge of retail loan products (e.g., personal, business, home, vehicle, and mortgage loans) and basic understanding of banking and NBFC processes.
- Proficiency in communication and negotiation, including transparent verbal and written communication in English and local languages.
- Solid organizational and time-management abilities to handle multiple client accounts, documentation, and follow-ups efficiently.
- Comfort with using computers and digital tools for data entry, tracking applications, and coordinating with partner institutions.
- Prior experience in financial services, banking, loans, or sales roles is highly beneficial.
- Minimum educational qualification of a bachelor’s degree in business, finance, commerce, or a related field is preferred.
- Self-motivated, target-oriented, and able to work collaboratively in an on-site team environment in Ahmedabad.

📌 Relationship Manager (Ahmedabad)
🏢 URBAN MONEY PRIVATE
📍 Ahmedabad