Direct Sales Agent

Company Description Urban Money is Indias first unbiased loan advisory services firm, providing guidance on a wide range of loans and mortgage solutions. The organization brings together experienced professionals from leading banking and financial institutions to deliver comprehensive, hassle-free support throughout the borrowing process. Urban Money partners with many reputed financial institutions to offer clients varied lending options, competitive rates, and tailored products. Its private banking–style model assigns dedicated loan portfolio counselors to each client, ensuring end-to-end advisory support from product selection to disbursement. With a presence in 100+ locations across India, Urban Money facilitates home loans and related services for a broad customer base.

Role Description This is a full-time, hybrid Direct Sales Agent role based in Dehradun, with some flexibility for work from home. The Direct Sales Agent will engage with potential and existing clients to understand their loan and mortgage needs, present suitable financial products, and guide them through the application process. Daily responsibilities include generating leads, conducting client meetings, explaining loan features and eligibility criteria, and coordinating with internal teams and partner institutions to ensure smooth processing. The role also involves managing documentation, tracking application status, resolving client queries, and maintaining accurate records in line with company processes. The Direct Sales Agent is expected to meet sales targets, uphold high standards of customer service, and represent Urban Moneys unbiased advisory approach in every interaction.

Qualifications

• Candidates should possess strong Interpersonal Skills and Customer Service abilities to build trust and maintain long-term client relationships.
• Candidates should possess clear and confident Communication skills to explain loan products, processes, and terms in an accessible manner.
• Candidates should possess solid Sales skills to generate leads, convert prospects, and consistently achieve or exceed targets.
• Candidates should possess foundational Finance knowledge to understand lending products, interest rates, and basic documentation requirements.
• Candidates with prior experience in banking, NBFCs, loan advisory, or financial services will be preferred.
• Candidates should be comfortable working in a target-driven environment and managing multiple client cases simultaneously.
• Candidates should have good organizational skills, attention to detail, and proficiency with basic computer applications and CRM tools.
• A bachelors degree in Business, Finance, Commerce, or a related field is desirable, though relevant experience may also be considered.