Operation executive

Company Description

Urban Money is India’s first unbiased loan advisory services firm, offering comprehensive guidance on loans and mortgage solutions. By collaborating with renowned financial institutions such as HDFC, ICICI, Axis, and more, the company ensures clients receive smooth, end-to-end services. Urban Money’s unique private banking-style model provides personalized loan portfolio counselors to simplify borrowing processes, including documentation, lender selection, and professional advice on taxation and insurance. With a presence in over 100 locations in India, Urban Money specializes in delivering tailored home loan solutions to a diverse clientele.

Role Description

This is a full-time, on-site role for an Operation Executive, located in Vadodara. The Operation Executive will oversee daily operations, ensuring efficiency in processes and documentation. Key responsibilities include managing workflows, coordinating with financial institutions, maintaining client interactions, and ensuring the seamless execution of operational tasks. The position demands attention to detail, organizational expertise, and a proactive approach to handling challenges.

Qualifications

• Strong interpersonal and communication skills to effectively liaise with clients and financial institutions
• Proficiency in operations and operations management, ensuring smooth and efficient processes
• Analytical skills to evaluate and optimize workflows and resolve operational challenges
• Detail-oriented mindset with the ability to manage documentation effectively
• Experience in a financial services or loan advisory environment is advantageous
• Bachelor’s degree in Business Administration, Finance, or a related field
• Ability to work collaboratively in a team-oriented, fast-paced environment