Sales Associate

Job Description

Company Description Urban Money is India’s first unbiased loan advisory services firm, offering advice on various loan and mortgage solutions. Our team comprises professionals from esteemed banking and financial entities such as HSBC, Citibank, and Standard Chartered Bank, enabling us to establish partnerships with top financial institutions. Urban Money is a distributor for several reputed financial organizations including HDFC, ICICI, and Axis Bank, providing seamless solutions to clients. Our unique business model, similar to private banking, assigns individual counselors to clients, ensuring comprehensive, end-to-end services including product selection, document management, and loan disbursement support. We are present in over 100 locations across India, facilitating home loans for a large number of clients. Role Description This is a full-time, on-site role for a Sales Associate based in Srinagar. The Sales Associate will be responsible for prospecting and acquiring new clients, providing loan advisory services, and managing client portfolios. Day-to-day tasks include conducting market research, meeting with clients to understand their financial needs, recommending appropriate loan products, assisting with documentation, and ensuring a smooth loan disbursement process. The Sales Associate will also build and maintain relationships with financial institutions to offer the best solutions to clients. Qualifications Strong communication skills and customer service orientation Experience in sales, particularly in the financial services sector Ability to conduct market research and understand financial products Proficiency in managing documentation and loan processes Relationship-building skills with clients and financial institutions Excellent problem-solving and advisory skills Ability to work independently and meet targets Experience with loans and mortgages is a plus Bachelor's degree in Finance, Business, or a related field Show more Show less