Job Title

Company Description

Urban Money is India's first unbiased loan advisory services firm, specializing in various loans and mortgage solutions. With a team of experts from prestigious banking giants like HSBC, Citibank, and Standard Chartered Bank, we deliver hassle-free, comprehensive solutions by partnering with leading financial institutions. Our unique business model assigns individual loan portfolio counselors to each client, ensuring end-to-end services. Currently, Urban Money operates in over 100 locations across India, facilitating home loans for a wide demographic.

Role Description

This is a full-time on-site role for a Job Title located in Hanumangarh. The responsibilities include daily interaction with clients to understand their borrowing needs, providing advisory on loan options, managing loan documentation, and ensuring a smooth loan disbursement process. The candidate will also liaise with various financial institutions to ensure the best terms for clients and assist them with professional advice on taxation and insurance related to their loans.

Qualifications

• Experience in Loan Advisory, Financial Services, and Portfolio Management
• Skills in Client Interaction, Customer Service, and Relationship Management
• Knowledge of Loan Documentation, Regulatory Compliance, and Taxation
• Strong Communication, Negotiation, and Problem-Solving Skills
• Ability to work on-site in Hanumangarh and manage multiple client portfolios
• Bachelor's degree in Finance, Business Administration, or related field
• Prior experience in the banking or financial services industry is preferred