Business Development Executive And Business Development Manager

Department Icon Accounting & Finance
Posted: 3 months ago
0-1 years
Ambala, Haryana
Accounting & Finance
work from office
Full Time

Posted: 3 months ago
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Job Description

Company Description Urban Money is Indias first unbiased loan advisory services firm, providing guidance on a wide range of loans and mortgage solutions. The company brings together professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered Bank, ICICI, and others to deliver comprehensive borrowing solutions. Urban Money partners with many reputed lenders, including HDFC, Axis, Kotak Mahindra, PNB, Tata Capital, and more, to offer clients convenient access to diverse financial products. Its private banking–style model assigns dedicated loan portfolio counselors to manage the entire borrowing journey, from product selection and documentation to tax and insurance advice and loan disbursal. Urban Money operates in 100+ locations across India, helping a broad base of clients secure suitable home loan and finance options.

Role Description This full-time hybrid role for Business Development Executive and Business Development Manager is based in Yamunanagar, with some flexibility for work from home. The role involves identifying and pursuing new business opportunities, generating leads, and building a strong sales pipeline for loan and mortgage products. Responsibilities include engaging with potential clients, understanding their borrowing needs, presenting suitable financial solutions, and maintaining long-term relationships to drive repeat and referral business. The role also covers coordination with partner financial institutions, managing client accounts throughout the loan process, and ensuring timely documentation and disbursal. The team member is expected to meet defined sales targets, prepare regular performance reports, and contribute to local market development initiatives.

Qualifications

  • Candidates should possess skills in New Business Development and Lead Generation to identify opportunities and expand the client base.
  • Candidates should possess strong Business and Account Management skills to oversee client portfolios and maintain productive relationships.
  • Candidates should possess excellent Communication skills to interact effectively with clients, internal teams, and partner institutions.
  • Relevant experience in financial services, lending, or mortgage advisory is beneficial.
  • Ability to work in a target-driven environment, with strong negotiation and sales closing abilities.
  • Comfort with hybrid working arrangements and field visits in and around Yamunanagar.
  • A bachelors degree in Business, Finance, Commerce, or a related field is preferred.

Skills

AccountsSalesAccount ManagementFinancial ProductsFinance

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