Sales Executive

Company Description Urbanmoney is a technology-driven financial services platform focused on simplifying access to loan and credit solutions. Acting as a one-stop-shop for diverse loan requirements, the company leverages digital tools to streamline how loans are distributed and processed. With a network of more than 50 lending partners, Urbanmoney connects individuals with suitable financial products based on their credit profiles. By matching borrower information with lender criteria, the platform helps ensure faster, more efficient loan approvals and tailored financing options.
Role Description This is a full-time, on-site Sales Executive role based in Lucknow. The Sales Executive will engage with prospective customers, understand their loan and credit needs, and recommend suitable financial products from Urbanmoney's network of lenders. Responsibilities include generating leads through various channels, following up on inquiries, explaining loan terms and eligibility, and guiding customers through the application and documentation process. The role also involves maintaining accurate records in the CRM system, coordinating with internal operations teams and lending partners, and meeting defined sales targets and performance metrics. The Sales Executive is expected to stay updated on current loan offers, lending criteria, and compliance requirements to provide clear, reliable information to customers.
Qualifications

• Strong sales and negotiation abilities, with a focus on achieving targets and delivering customer-centric solutions.
• Excellent communication and interpersonal skills to build trust, explain financial products clearly, and handle customer queries effectively.
• Basic understanding of loans, credit profiles, and financial products, with the ability to learn and adapt to changing lender requirements.
• Proficiency in using digital tools and CRM or similar systems for lead management, documentation tracking, and reporting.
• Ability to work in a fast-paced on-site environment in Lucknow, manage multiple customer interactions, and prioritize tasks efficiently.
• Relevant experience in financial services, banking, NBFCs, or consumer lending sales is preferred but not mandatory.
• Minimum educational qualification: bachelor's degree or equivalent; additional certifications in finance, sales, or marketing are an advantage.