Sales Marketing Executive

Urban Money; Chennai; On-site; INR 350,000 - 500,000; Full time

Job summary

Urban Money in Chennai is seeking a Sales Marketing Executive to generate and manage leads for loan and mortgage products, driving outreach with potential clients and partner institutions.

This full-time, on-site role requires building strong client relationships, presenting suitable financial solutions, coordinating with internal teams, and maintaining CRM records while supporting local promotions.

Qualifications

• Market planning to develop and execute campaigns and promotions.
• Market research to analyze customer needs, competitors, and local trends.
• Strong communication to interact with clients, partners, and teams.
• Sales skills to convert leads, hit targets, and build relationships.
• Experience in financial services, loan advisory is beneficial.
• On-site Chennai work, manage multiple engagements, use CRM/digital tools.
• Bachelor’s degree in Business/Marketing/Finance or related field preferred.

Responsibilities

• Generate and manage leads for loan and mortgage products.
• Coordinate with internal teams, track market trends, prepare sales reports.
• Maintain accurate records in CRM and participate in local promotions.

Skills

Market Planning

Market Research

Communication skills

Sales skills

Education

Bachelor's degree in Business/Marketing/Finance or related field

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 organization brings together experienced professionals from leading banking and financial services institutions to deliver comprehensive, hassle-free borrowing solutions. Through strong partnerships with reputed financial institutions, Urban Money helps clients compare options, manage documentation, and navigate the entire borrowing process. Its private banking-style model assigns dedicated loan portfolio counselors to each client, providing end-to-end support from product selection to loan disbursal. Urban Money operates in 100+ locations across India, facilitating home loans for a diverse customer base.

Role Description

The Sales Marketing Executive role is a full-time, on-site position based in Chennai. This role involves generating and managing leads for loan and mortgage products, conducting outreach to potential clients, and building strong relationships with customers and partner institutions. The individual will support sales targets by presenting suitable financial solutions, explaining product features, and guiding clients through the loan application process. Day-to-day responsibilities include coordinating with internal teams, tracking market trends, preparing sales and marketing reports, and participating in local promotional activities. The role also requires maintaining accurate records in CRM systems and ensuring a professional, client-centered approach at all times.

Qualifications

• Candidates should possess skills in Market Planning and Marketing to develop and execute effective campaigns and promotional activities.
• Candidates should possess skills in Market Research to analyze customer needs, competitor offerings, and local market trends.
• Candidates should possess strong Communication skills to interact clearly and professionally with clients, partners, and internal teams.
• Candidates should possess Sales skills to convert leads, achieve targets, and build long-term client relationships.
• Relevant experience in financial services, loan advisory, or banking is beneficial.
• Ability to work on-site in Chennai, manage multiple client engagements, and use digital tools or CRM systems effectively.
• A bachelor’s degree in Business, Marketing, Finance, or a related field is preferred.