Company Description Urban Money is India’s first unbiased loan advisory services firm, providing guidance on a wide range of loans and mortgage solutions. The company brings together professionals from leading banking and financial services organizations such as HSBC, Citibank, Standard Chartered, ICICI, Nomura International, and others to offer comprehensive borrowing support. Through strong distribution partnerships with major financial institutions including HDFC, Axis, Kotak Mahindra, PNB, Aditya Birla Finance, and more, Urban Money delivers tailored lending options to clients.

Its private banking–style model assigns individual loan portfolio counselors to manage the full borrowing lifecycle, from product selection and documentation to tax and insurance advice and final disbursal.

Urban

Money currently operates in 100+ locations across India, serving a large and diverse customer base seeking home and other loans.

Role Description This is a full-time, on-site role based in Ghaziabad for Regional Sales Manager (RSM), Area Sales Manager (ASM), Sales Manager (SM), Relationship Manager (RM), and Tele Sales positions. Team members will be responsible for sourcing and converting loan leads, explaining loan and mortgage products, and guiding customers through the borrowing process. The role includes building and managing relationships with clients and channel partners, coordinating with lending institutions, and ensuring accurate documentation and timely loan disbursal.

Daily tasks involve achieving sales targets,



maintaining a robust sales pipeline, conducting follow-ups via calls and meetings, and providing explicit, unbiased advice on loan options. Tele Sales professionals will focus on outbound and inbound calls, lead qualification, and appointment setting, while field-oriented roles will emphasize client meetings, market development, and local partner engagement.

Qualifications

- Strong sales and business development abilities, with experience in retail loans, mortgages, or financial products.
- Customer relationship management skills, including client counseling, follow-up, and after-sales support.
- Effective communication and negotiation skills, with the ability to explain complex financial information clearly.
- Tele sales and call-handling capabilities, such as lead generation, lead qualification, and closing over phone or video.
- Basic understanding of banking and financial services, including loan processes, documentation, and compliance.
- Ability to work with targets, analyze performance data, and manage pipelines for individual and team goals.
- Proficiency in using CRM tools, spreadsheets, and common office productivity software.
- Minimum of a bachelor’s degree in any discipline; a degree in finance, commerce, or business is an advantage.
- Prior experience in home loans, personal loans, or related financial services roles is preferred but not mandatory for junior positions.
- Comfort working from an on-site location in

📌 RSM,ASM,SM,RM AND TELE SALES (Ghaziabad)
🏢 Urban Money
📍 Ghaziabad