Company Description Urban Money is India’s first FASTEST FINTECH loan advisory services firm, offering a wide range of loan and mortgage solutions. The company brings together specialists from leading banking and financial institutions to deliver comprehensive, hassle-free borrowing solutions.

Urban

Money operates as a distributor for many reputed lenders and follows a private banking-style model, assigning dedicated loan portfolio counselors to clients for end-to-end service. The team manages the entire borrowing process, from product selection and documentation to guidance on taxation and insurance, until disbursal.

Urban

Money is currently present in 100+ locations across India, supporting home loan needs for a diverse customer base.

Role Description The Cluster Sales Manager is a full time, on-site role based in Lucknow, responsible for driving sales performance across a defined cluster of locations. This role includes managing and motivating a team of sales professionals, setting targets, monitoring achievement, and ensuring high-quality customer service throughout the loan advisory and disbursal process.

The Cluster Sales

Manager will build and maintain relationships with partner banks and financial institutions, coordinate with internal stakeholders, and oversee lead generation and conversion activities. Daily responsibilities also involve analyzing sales data, identifying growth opportunities, implementing local sales strategies, and ensuring compliance with company policies and regulatory requirements.



The role includes regular field visits, training and mentoring team members, and representing Urban Money’s brand and value proposition in the assigned market.

Qualifications

Strong sales and business development skills, including target achievement, pipeline management, and cluster-level performance oversight.

Experience in relationship management with banks, NBFCs, and other financial institutions, along with stakeholder coordination.

Team leadership capabilities, such as coaching, mentoring, performance monitoring, and conflict resolution.

Knowledge of retail lending, home loans, mortgages, and related financial products, with an understanding of credit and documentation processes.

Analytical and reporting skills to track metrics, prepare sales reports, and derive insights for strategy and improvement.

Excellent communication and negotiation skills, with the ability to engage clients and partners in a clear, professional manner.

Proficiency in using CRM tools, MS Office, and basic digital platforms to manage leads, reports, and communication.

Bachelor’s degree in Business, Finance, Marketing, or a related field; an MBA or equivalent postgraduate qualification is an advantage.

Previous experience in financial services, housing finance, or loan distribution at a regional or cluster level is highly beneficial.

Ability to work on-site in Lucknow, travel within the cluster as needed, and adapt to a fast-paced, performance-driven environment.

📌 CLUSTER SALES MANAGER (Lucknow)
🏢 Urban Money
📍 Lucknow