Sales Executive

Urban Money; Kharar; On-site; INR 250,000 - 360,000; Full time

Job summary

Urban Money is seeking a Sales Executive for an on-site role in Kharar to engage with clients, present loan products, and explain terms such as rates, tenure, and eligibility. You will generate leads, meet clients, and maintain relationships with customers and channel partners while coordinating with lenders to ensure smooth processing through disbursal.

The role requires proactive outreach, regular reporting on sales activities, and adherence to company policies and compliance standards.

Qualifications

• Strong sales and business development skills with lead generation and client acquisition.
• Ability to explain loan concepts clearly to clients and manage documentation.
• Excellent communication, negotiation, and relationship-building abilities.
• Experience coordinating with multiple stakeholders for timely loan processing.
• Proficiency with basic digital tools and CRM systems.

Responsibilities

• Generate leads and conduct client meetings to understand loan requirements.
• Build and maintain relationships with customers and channel partners.
• Coordinate with internal teams and lending institutions for smooth processing of applications.
• Follow up on documentation and track application status.
• Support clients through to loan disbursal while meeting sales targets.
• Provide regular reporting on sales activities and ensure compliance with policies.

Skills

Sales

Lead generation

Client acquisition

Relationship management

Communication

Negotiation

Presentation

Customer service

Documentation

CRM

Time management

Organization

Education

High school diploma

Bachelor’s degree in business or finance (advantage)

Tools

CRM systems

Job description

Company Description

Urban Money is India’s first unbiased loan advisory services firm, offering guidance on a wide range of loans and mortgage solutions. The company brings together experienced professionals from leading banking and financial institutions to provide clients with transparent comparisons, competitive interest rates, and streamlined documentation support. Urban Money partners with a large network of reputed financial institutions to deliver comprehensive and hassle-free borrowing solutions. Its unique private banking-style model assigns dedicated loan portfolio counselors to manage the entire borrowing process, from product selection to disbursal. The company currently operates in 100+ locations across India, facilitating home loans for a diverse customer base.

Role Description

The Sales Executive role at Urban Money is a full-time, on-site position based in Kharar. The Sales Executive will engage with potential and existing clients to understand their loan and mortgage requirements, present suitable products, and explain key terms such as interest rates, tenure, and eligibility. Day-to-day responsibilities include generating leads, conducting client meetings, building and maintaining relationships with customers and channel partners, and coordinating with internal teams and lending institutions to ensure smooth processing of applications. The Sales Executive will also follow up on documentation, track application status, and support clients through to loan disbursal while meeting individual and team sales targets. This role requires proactive outreach, regular reporting on sales activities, and adherence to company policies and compliance standards.

Qualifications

• Strong sales and business development skills, including lead generation, client acquisition, and relationship management.
• Knowledge of loans, mortgage products, and retail banking processes, with the ability to explain financial concepts clearly to clients.
• Effective communication and interpersonal skills, including negotiation, presentation, and customer service capabilities.
• Ability to manage documentation, maintain accurate records, and coordinate with multiple stakeholders to ensure timely loan processing.
• Comfort with basic digital tools and CRM systems for tracking leads, updating client information, and generating reports.
• Proactive, target-oriented mindset with strong organizational and time-management skills.
• Prior experience in financial services, lending, or housing finance is preferred but not mandatory.
• Minimum of a high school diploma; a bachelor’s degree in business, finance, or a related field is an advantage.