Company Description Urban Money is India’s first unbiased loan advisory services firm, offering guidance on a full range of loans and mortgage solutions. The organization brings together professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered, ICICI, and others to provide clients with comprehensive borrowing support.

Urban

Money partners with many reputed lenders, including HDFC, Axis, Kotak Mahindra, PNB, Tata Capital, and more, ensuring access to diverse financial products. 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.

Urban

Money operates in over 100 locations across India, facilitating home loans for a broad and growing customer base.

Role Description This is a full-time, on-site Financial Advisor role based in Mumbai.

The Financial

Advisor will meet with clients to understand their financial goals, risk tolerance, and borrowing requirements, and provide tailored advice on loan products, investments, and long-term financial planning.

Responsibilities include analyzing client financial profiles, recommending appropriate lending solutions from partner institutions, and guiding clients through documentation and approval processes. The role involves monitoring client portfolios, advising on retirement planning, taxation,



and insurance considerations related to borrowing, and ensuring timely communication throughout the loan lifecycle.

The Financial

Advisor will collaborate with internal teams and external partners to deliver accurate, compliant, and client-centric financial solutions.

Qualifications

- Candidates should possess strong Financial Planning and Retirement Planning skills to develop comprehensive long-term strategies for clients.
- Candidates should possess solid Finance and Investments skills to analyze products, assess risks, and optimize client portfolios.
- Candidates should possess practical Financial Advisory skills to offer unbiased guidance on loans, mortgages, and related financial decisions.
- Relevant bachelor’s degree in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.
- Strong analytical, quantitative, and problem-solving abilities, with attention to detail and accuracy in financial documentation.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, accessible manner.
- Experience in banking, lending, or wealth management, preferably in retail or mortgage advisory, is highly beneficial.
- High level of integrity, client-service orientation, and ability to work effectively in a quick-paced, target-driven environment.

📌 Financial Advisor (Mumbai)
🏢 Urban Money
📍 Mumbai