RM - Working Capital

Company Description

Urban Money is India’s first unbiased loan advisory services firm, specializing in all kinds of loans and mortgage solutions. With a skilled team from top banking and financial services firms like HSBC, Citibank, and Standard Chartered Bank, we offer comprehensive borrowing solutions. Our partnerships with leading financial institutions such as HDFC, ICICI, Axis, and Kotak Mahindra enable us to provide hassle-free services to our clients. Our unique business model includes individual loan portfolio counselors who manage the entire borrowing process, from product selection to loan disbursement. Urban Money operates in over 100 locations across India.

Role Description

This is a full-time, on-site role for a Relationship Manager (RM) - Working Capital located in Gwalior. The RM will be responsible for managing client relationships, structuring and processing working capital deals, preparing financial statements, and assisting clients with documentation. The RM will also coordinate with various financial institutions to facilitate loan approvals and ensure smooth disbursement processes.

Qualifications

• Strong knowledge of working capital management and lending processes
• Proficiency in preparing and analyzing financial statements
• Excellent client relationship management and communication skills
• Experience with documentation and compliance
• Ability to coordinate with multiple financial institutions
• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• Prior experience in banking or financial services is a plus
• Strong problem-solving and negotiation skills