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 company brings together professionals from leading banking and financial services organizations to offer clients comprehensive, hassle-free borrowing support.

Urban

Money partners with many reputed financial institutions across India, enabling access to diverse products tailored to individual needs. Its business model mirrors private banking, assigning dedicated loan portfolio counselors to manage the end-to-end borrowing process for each client. With a presence in 100+ locations, Urban Money supports a large and varied client base seeking home and other loan solutions.

Role Description The Freelance DSA (Direct Selling Agent) Specialist will support Urban Money in sourcing, advising, and onboarding clients for various loan products. This hybrid role is based in the Greater Kolkata Area, with a mix of on-site client interaction and work-from-home activities. Day-to-day responsibilities include identifying prospective borrowers, explaining loan options, assisting with documentation, coordinating with financial institutions, and following up on applications until disbursal.

The specialist will maintain accurate records of leads and conversions, adhere to compliance and regulatory guidelines,



and collaborate closely with Urban Money’s internal teams to ensure a smooth client experience. The role is freelance, offering flexibility in working hours while requiring consistent performance and skilled communication.

Qualifications

- Strong knowledge of retail lending products (e.g., home loans, personal loans, mortgage solutions) and the loan processing lifecycle.

- Experience in client acquisition, lead generation, and relationship management within financial services or related domains.

- Ability to explain complex loan terms clearly, assess basic financial eligibility, and guide clients through documentation requirements.

- Familiarity with major banks and NBFCs in India, along with an understanding of interest rate comparisons and product features.

- Excellent communication and interpersonal skills, with the ability to work independently in a freelance and hybrid setup.

- Comfort using digital tools and CRM systems for tracking leads, applications, and follow-ups.

- Prior experience as a DSA, field sales executive, or loan counselor in the Greater Kolkata Area is highly desirable.

- Minimum educational qualification: higher secondary or graduate degree; additional certification in finance or banking is an advantage.

📌 Freelance Dsa Specialist (Kolkata Metropolitan Area)
🏢 Urban Money
📍 Kolkata Metropolitan Area