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 services organizations to deliver comprehensive, hassle-free borrowing support.

Urban

Money partners with many reputed financial institutions, providing clients with access to multiple lenders, competitive interest rates, and tailored products. Its business model is similar to private banking, assigning dedicated loan portfolio counselors to manage the entire borrowing process, from product selection to documentation and disbursal.

Urban

Money currently operates in 100+ locations across India, supporting a diverse customer base in meeting their home loan needs.

Role Description The Tele Caller role at Urban Money is a full-time, on-site position based in Mumbai. The tele caller is responsible for making outbound calls to prospective and existing clients, explaining loan and mortgage products, and generating qualified leads for the sales team. Daily tasks include responding to inbound inquiries, maintaining accurate records of conversations in the CRM system, and following up with clients to ensure timely completion of documentation and application processes.

The role also involves coordinating with internal teams and partner financial institutions, sharing updates with clients, and adhering to company scripts,



compliance guidelines, and call quality standards. Tele callers are expected to meet defined productivity and conversion targets while providing clear, skilled, and courteous communication.

Qualifications

- Candidates should possess strong communication, listening, and interpersonal skills to engage with clients over the phone effectively.
- Candidates should possess basic sales, persuasion, and negotiation skills to convert inquiries into leads and applications.
- Candidates should possess customer service and relationship management skills to handle queries, address concerns, and build trust.
- Candidates should possess data entry and CRM usage skills to record call details, update client information, and track follow-ups.
- Candidates should possess time management and organizational skills to handle multiple calls, follow-ups, and documentation efficiently.
- Comfort with speaking in English and local Indian languages commonly used in Mumbai; ability to explain financial products in easy terms.
- Prior experience in tele calling, customer support, or sales within banking, financial services, or loan advisory is preferred.
- Minimum educational qualification: higher secondary (12th pass); graduation in any stream is an advantage.
- Ability to work in a target-driven environment, maintain professionalism under pressure, and follow ethical and regulatory guidelines.

📌 tele caller (Mumbai)
🏢 Urban Money
📍 Mumbai