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 organization brings together professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered, ICICI, and others to offer informed and comprehensive advice.

Urban

Money operates as a distributor for many reputed lenders, including HDFC, Axis, Kotak Mahindra, PNB, and more, enabling access to diverse financial products. Its private banking–style model assigns dedicated loan portfolio counselors to clients, managing the entire borrowing process from product selection and documentation to tax and insurance guidance and final disbursement. The company currently operates in 100+ locations across India, facilitating home loans for a broad customer base.

Role Description This is a full time Sales and Marketing Specialist role based in Meerut, offered in a hybrid format with some work-from-home flexibility. The specialist will focus on promoting Urban Money’s loan advisory services, generating leads, and converting prospects through consultative sales interactions. Day-to-day responsibilities include engaging with potential and existing clients, understanding their borrowing needs, explaining suitable loan and mortgage solutions,



and coordinating with partner financial institutions.

The role involves developing and executing local marketing initiatives, managing digital and offline campaigns, and supporting brand visibility in the Meerut region. The specialist will also maintain accurate sales records, provide post-sale customer support, participate in training sessions, and collaborate with internal teams to improve processes and client experience.

Qualifications

- Strong Communication and Customer Service skills to interact effectively with diverse clients and stakeholders.
- Proven Sales experience with the ability to meet targets and build long-term client relationships.
- Exposure to Training and Sales Management activities, such as coaching team members and supporting performance improvement.
- Knowledge of banking, loans, and mortgage products, or a robust interest and ability to learn financial services quickly.
- Ability to work in a hybrid environment, manage time effectively, and handle multiple client cases simultaneously.
- Proficiency in basic computer applications and CRM or sales tracking tools.
- Bachelor’s degree in Business, Marketing, Finance, or a related field is preferred, along with prior experience in financial services or consumer sales.

📌 Sales And Marketing Specialist (Meerut)
🏢 Urban Money
📍 Meerut