Business Associate

Company Description Urban Money is India’s first unbiased loan advisory services firm, offering guidance on a wide range of loans and mortgage solutions. The organization brings together experienced professionals from leading banking and financial services institutions to provide comprehensive, client-centric borrowing support. By partnering with multiple reputed financial institutions, Urban Money delivers hassle-free loan options, tailored comparisons, and efficient documentation assistance. Its unique private banking–style model assigns individual loan portfolio counselors to clients, managing the borrowing process end-to-end from product selection to loan disbursal. Urban Money currently operates in 100+ locations across India, facilitating home loans for a diverse customer base.
Role Description The Business Associate role at Urban Money is a full-time remote position focused on supporting clients through their loan and mortgage journeys. Day-to-day responsibilities include analyzing client requirements, assisting in selecting suitable loan products, and coordinating with lending institutions to ensure smooth processing. The role involves managing documentation, maintaining accurate records, and ensuring timely follow-up on applications and approvals. Business Associates communicate regularly with clients to clarify terms, address queries, and provide status updates, while delivering professional and responsive customer service. They also collaborate with internal teams to improve processes, support business growth initiatives, and uphold Urban Money’s standards of unbiased, high-quality advisory services.
Qualifications
Candidates should possess strong Analytical Skills to assess client needs, compare loan options, and interpret financial information.
Candidates should possess foundational knowledge in Finance and Business to understand lending products, market trends, and organizational objectives.
Candidates should possess excellent Communication skills to explain complex information clearly and build trust with clients and partners.
Candidates should possess Customer Service skills to manage client relationships, resolve issues promptly, and ensure a positive advisory experience.
Relevant experience in banking, financial services, or loan advisory is beneficial.
Bachelor’s degree in finance, business, economics, or a related field is preferred.
Ability to work independently in a remote setting, manage multiple cases simultaneously, and meet deadlines.
Proficiency with digital tools, CRM systems, and basic office software is an advantage.

Work arrangement
Yes