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 to provide clients with transparent comparisons, competitive interest rates, and streamlined documentation support. Urban Money partners with a large network of reputed financial institutions to deliver comprehensive and hassle-free borrowing solutions. Its unique private banking-style model assigns dedicated loan portfolio counselors to manage the entire borrowing process, from product selection to disbursal. The company currently operates in 100+ locations across India, facilitating home loans for a diverse customer base.
Role Description The Sales Executive role at Urban Money is a full time, on-site position based in Kharar. The Sales Executive will engage with potential and existing clients to understand their loan and mortgage requirements, present suitable products, and explain key terms such as interest rates, tenure,



and eligibility. Day-to-day responsibilities include generating leads, conducting client meetings, building and maintaining relationships with customers and channel partners, and coordinating with internal teams and lending institutions to ensure smooth processing of applications. The Sales Executive will also follow up on documentation, track application status, and support clients through to loan disbursal while meeting individual and team sales targets. This role requires proactive outreach, regular reporting on sales activities, and adherence to company policies and compliance standards.
Qualifications

• Strong sales and business development skills, including lead generation, client acquisition, and relationship management.
• Knowledge of loans, mortgage products, and retail banking processes, with the ability to explain financial concepts clearly to clients.
• Effective communication and

📌 Sales Executive (Kharar)
🏢 Urban Money
📍 Kharar