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 experienced professionals from leading banking and financial institutions to offer clients informed and comprehensive borrowing advice. Urban Money partners with many reputed financial institutions to deliver hassle-free solutions and tailored loan portfolio counseling. Its private banking-style model ensures end-to-end support, from product selection and documentation to taxation and insurance guidance and final loan disbursal. The firm operates in 100+ locations across India, facilitating home loans for a diverse client base. Role Description This is a full-time, on-site Relationship Officer role based in Raipur. The Relationship Officer will manage and grow client relationships by understanding borrowing needs, recommending suitable loan and mortgage products, and coordinating with partner financial institutions. Responsibilities include guiding clients through the end-to-end loan process, assisting with documentation, and ensuring timely follow-up and resolution of queries. The role involves meeting sales and service targets, maintaining accurate records in internal systems,



and collaborating with internal teams to deliver a smooth client experience. The Relationship Officer will also stay updated on lending products, interest rates, and market trends to provide informed and unbiased advice. Qualifications
• Solid Business Relationship Management skills, with the ability to build trust and maintain long-term client partnerships.
• Knowledge of Finance and lending products, including loans, mortgages, and basic understanding of taxation and insurance.
• Excellent Communication skills for clear, professional interactions with clients and financial institution partners.
• Customer Service orientation, with a focus on responsiveness, problem-solving, and client satisfaction.
• Sales skills, including consultative selling, lead conversion, and working toward defined targets.
• Bachelor’s degree in Business, Finance, or a related field (or equivalent practical experience).
• Proficiency with basic computer applications and CRM or loan management systems.
• Ability to work in a fast-paced environment, prioritize tasks, and manage multiple client cases simultaneously.
• Prior experience in banking, NBFCs, loan advisory, or financial services is an advantage.

📌 Relationship Officer (Raipur)
🏢 Urban Money
📍 Raipur