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

- Robust 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 interpersonal skills, including negotiation, presentation, and customer service capabilities.
- Ability to manage documentation, maintain accurate records, and coordinate with multiple stakeholders to ensure timely loan processing.
- Comfort with basic digital tools and CRM systems for tracking leads, updating client information, and generating reports.
- Proactive, target-oriented mindset with strong organizational and time-management skills.
- Prior experience in financial services, lending, or housing finance is preferred but not mandatory.
- Minimum of a high school diploma; a bachelor’s degree in business, finance, or a related field is an advantage.

📌 Sales Executive (Kharar)
🏢 Urban Money
📍 Kharar