Company Description Urban Money is India’s first unbiased loan advisory services firm, offering guidance on a wide range of loans and mortgage solutions. The company brings together experienced professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered Bank, ICICI, and others to deliver comprehensive borrowing solutions. As a distributor for reputed financial institutions including HDFC, Axis, Kotak Mahindra, PNB, and more, Urban Money provides clients with diverse lending options and seamless service.

Its private banking-style model assigns dedicated loan portfolio counselors to manage the entire borrowing process, from product selection and documentation to tax and insurance advice and final disbursal.

Urban

Money operates in 100+ locations across India, facilitating home loans for a wide spectrum of customers.

Role Description This is a full-time, on-site Inside Sales Executive role based in Chennai.

The Inside Sales

Executive will handle inbound and outbound calls, engage with prospective and existing customers, and explain loan and mortgage products in a clear, customer-centric manner. Daily responsibilities include qualifying leads, understanding customer requirements, recommending suitable financial solutions, and coordinating with internal teams and lending partners.



The role involves maintaining accurate records in CRM systems, following up on applications, and supporting customers throughout the loan process to ensure timely closure.

The Inside Sales

Executive will work towards achieving sales targets, contributing to lead generation activities, and providing consistent, high-quality customer service aligned with Urban Money’s advisory approach.

Qualifications

- Candidates should possess strong Inside Sales and Sales skills, with experience in meeting or exceeding targets.
- Candidates should possess effective Lead Generation skills, including prospecting, qualifying, and nurturing potential clients.
- Candidates should possess excellent Communication skills, with the ability to explain complex financial products in a simple, clear manner.
- Candidates should possess solid Customer Service skills, focusing on empathy, responsiveness, and relationship-building.
- Experience in financial services, banking, or loan advisory is highly beneficial.
- Proficiency in CRM tools and basic MS Office applications is preferred.
- Ability to work in a fast-paced, target-driven workplace and collaborate with cross-functional teams.
- Relevant academic background in Business, Finance, Commerce, or a related field is an advantage.

📌 Inside Sales Executive (Chennai)
🏢 Urban Money
📍 Chennai