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 in office 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 professional 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 requir