Posted By
Posted in
Banking & Finance
Job Code
1433964
Job Title: Relationship Manager
Location: Noida
Company: Urban Money
Company Description:
- Urban Money is India's first unbiased loan advisory services firm, dedicated to providing comprehensive advice on all types of loans and mortgage solutions.
- Our team consists of industry experts from various banking and financial services giants, ensuring that we deliver seamless and hassle-free solutions to our clients.
- As a distributor for several reputed financial institutions, we offer end-to-end services, managing the entire borrowing process to facilitate our clients' financial journeys.
Role Description:
- This is a full-time, on-site role for a Relationship Manager at Urban Money, located in Noida.
- The Relationship Manager will play a crucial role in managing client relationships and providing expert loan advisory services.
- This position involves understanding client requirements, analyzing loan options, assisting with documentation, providing advice on taxation and insurance, and ensuring the smooth disbursement of loans.
Key Responsibilities:
Client Relationship Management:
- Build and maintain strong relationships with clients to understand their financial needs and loan requirements.
- Serve as the primary point of contact for clients, providing ongoing support and addressing their queries and concerns.
Loan Advisory Services:
- Analyze various loan options and provide clients with tailored advice on suitable mortgage solutions.
- Assist clients with loan application processes, ensuring all necessary documentation is completed accurately and efficiently.
Financial Analysis and Advising:
- Provide clients with expert advice on taxation, insurance, and other financial matters related to their loans.
- Conduct thorough financial analyses to ensure clients receive the best possible loan terms and conditions.
Loan Disbursement Management:
- Coordinate with financial institutions to ensure the smooth and timely disbursement of loans.
- Monitor the progress of loan applications and keep clients informed throughout the process.
Administrative and Compliance Tasks:
- Maintain detailed records of client interactions and transactions, ensuring compliance with regulatory requirements.
- Prepare regular reports on loan advisory activities and client engagements.
Qualifications:
- Strong knowledge of loan advisory services and mortgage solutions.
- Excellent communication and interpersonal skills.
- Ability to build and maintain client relationships effectively.
- Strong analytical and problem-solving abilities.
- Exceptional organizational and time-management skills.
- Attention to detail and accuracy in handling financial documentation.
- Proficiency in financial analysis and calculations.
- Prior experience in the banking or financial services industry is a plus.
- Bachelor's degree/ master's degree in Finance, Business, or a related field.
Skills and Attributes:
- Proactive and client-focused approach.
- High level of integrity and professionalism.
- Ability to work independently and as part of a team.
- Strong negotiation and influencing skills.
- Commitment to continuous learning and professional development.
Why Join Urban Money?
- Opportunity to work with a team of industry experts.
- Exposure to a wide range of financial products and services.
- Collaborative and dynamic work environment.
- Opportunities for career growth and development.
- Competitive compensation and benefits package.
- If you are passionate about finance and have the skills and experience we are looking for, we would love to hear from you.
- Apply now to join Urban Money and help us provide exceptional loan advisory services to our clients!
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Posted By
Posted in
Banking & Finance
Job Code
1433964
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