Field Sales Executive

Urban Money is India's first unbiased loan advisory services firm, specializing in loans and mortgage solutions. The organization simplifies the borrowing process for clients by providing tailored advice on interest rates, lender options, documentation, and more. With a team of experts from leading banking and financial institutions, Urban Money enables partnerships with top financial organizations to offer hassle-free and comprehensive solutions. The firm operates in over 100 locations across India, acting as a distributor for prestigious institutions like HDFC, ICICI, Axis, and more. Urban Money's distinctive private banking-style model assigns individual loan portfolio counselors to deliver end-to-end support throughout the borrowing journey.

This is a full-time, on-site role for a Field Sales Executive located in Lucknow. The Field Sales Executive's responsibilities will include generating leads, engaging with potential clients, and maintaining relationships with existing clients to promote the company's loan products and services. Daily tasks involve conducting client meetings, explaining product features, and guiding clients through the loan process, from selecting suitable products to facilitating document submission. Additionally, this role requires maintaining sales records, meeting targets, and providing timely market feedback.

• Proficiency in lead generation, client acquisition, and customer relationship management
• Strong sales, negotiation, and communication skills
• Ability to conduct basic market analysis and meet sales targets
• Familiarity with loans, mortgage processes, and relevant financial services
• Organizational and time management skills to handle multiple clients and deadlines
• Experience in banking, finance, or sales is an advantage
• Bachelor's degree in Business Administration, Finance, or a related field preferred