Job Title

Company Description

Urban Money is India's first unbiased loan advisory services firm, offering comprehensive advice on all kinds of loans and mortgage solutions. The company has a team of experts from top financial institutions such as HSBC, Citibank, and ICICI, providing clients with seamless and tailored borrowing experiences. Urban Money collaborates with leading financial institutions like HDFC, Axis Bank, and Kotak Mahindra to deliver hassle-free solutions. With a unique private banking model, Urban Money assigns individual loan portfolio counselors to manage the entire borrowing process for clients, ensuring end-to-end services. Currently, the company operates in over 100 locations across India.

Role Description

This is a full-time on-site role located in Mumbai. The role involves providing expert loan advisory services to clients, managing loan portfolios, coordinating with financial institutions, and overseeing the documentation process. The successful candidate will assist clients in choosing the right products, advise on taxation and insurance matters, and ensure the timely disbursement of loans.

Qualifications

• Experience in loan advisory, managing loan portfolios, and client relationship management.
• Proficiency in financial analysis, documentation, and compliance procedures.
• Strong communication and negotiation skills.
• Ability to work independently and coordinate with multiple financial institutions.
• Bachelor's degree in Finance, Economics, Business, or related field. Relevant certifications in finance and banking are a plus.