Company Description Urban Money is India’s first unbiased loan advisory services firm, specializing in a wide range of loans and mortgage solutions for diverse client needs. The company brings together experienced professionals from leading banking and financial services organizations, enabling strong partnerships with major financial institutions and delivering streamlined, comprehensive borrowing solutions.

Urban

Money’s business model mirrors private banking, assigning dedicated loan portfolio counselors to manage each client’s end-to-end borrowing process, from product selection and documentation to tax, insurance guidance, and loan disbursal. As a distributor for many reputed banks and financial institutions, and with a presence in 100+ locations across India, Urban Money supports home loan financing for a large and wide-ranging customer base.

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

The Sales

Executive will identify and engage potential clients seeking loans or mortgage solutions, explain suitable products, and guide them through the entire borrowing process in collaboration with partner financial institutions. Day-to-day responsibilities include generating leads, conducting client meetings, understanding financial requirements,



preparing and managing documentation, and coordinating with lenders to ensure timely approvals and disbursals. The role also involves maintaining strong client relationships, providing post-sales support, and working with internal teams to meet sales targets and service quality standards.

Qualifications

- Strong sales and business development skills, including lead generation, client acquisition, and relationship management.
- Knowledge of loan products, mortgage solutions, and basic retail banking or financial services practices.
- Proficiency in communication and negotiation, with the ability to explain complex financial information in a clear, client-friendly manner.
- Attention to detail and organizational skills for handling documentation, compliance requirements, and process coordination.
- Comfort working in an on-site, target-driven environment and collaborating with internal teams and external financial partners.
- Bachelor’s degree in business, finance, commerce, or a related field preferred; prior experience in loans, housing finance, or banking sales is an advantage.
- Working knowledge of local market dynamics in Varanasi and surrounding areas, and fluency in English and relevant regional languages.

📌 Sales Executive (Varanasi)
🏢 Urban Money
📍 Varanasi