Company Description Urban Money is India’s first unbiased loan advisory services firm, providing guidance on a wide range of loans and mortgage solutions. The company brings together experienced professionals from leading banking and financial institutions to deliver comprehensive, hassle-free borrowing solutions to clients.

Urban

Money partners with multiple reputed financial institutions across India, enabling access to diverse lending options tailored to individual needs. Its unique private banking-style model assigns dedicated loan portfolio counselors to manage the full borrowing process, from product selection and documentation to tax and insurance guidance. With a presence in 100+ locations across the country, Urban Money facilitates home loans and other credit solutions for a large and growing customer base.

Role Description The Regional Business Head will oversee business operations and growth for Urban Money in the Kolkata metropolitan area in a full time, on-site capacity. This role involves leading regional sales and distribution initiatives, driving loan portfolio growth, and ensuring alignment with company strategy and compliance standards.

The Regional Business

Head will manage and mentor a team, set performance targets, monitor key metrics, and support relationship managers in delivering high-quality advisory services. Daily responsibilities include engaging with partner financial institutions, expanding the network of lenders and channel partners, and ensuring seamless coordination of processes to enhance client experience. The role also includes market analysis,



identifying new business opportunities, and collaborating with senior leadership to develop and execute regional business plans.

Qualifications

- Strong leadership and people management skills, with experience in guiding regional or multi-branch teams in financial services or related sectors.

- Must have experience in loans segment.

- Experience should be in Kolkata market.

- MBA is mandatory

- Must be a Ex-Banker Or Must have an experience in loan channel sales

- Proficiency in sales strategy, business development, and portfolio management, particularly within loans, mortgages, or retail banking.

- Excellent relationship management, negotiation, and stakeholder engagement skills for working with lenders, partners, and clients.

- Sound understanding of lending products, credit processes, documentation, and regulatory and compliance requirements in the financial services domain.

- Advanced analytical, problem-solving, and decision-making abilities, with comfort in using data and KPIs to drive performance and growth.

- Strong verbal and written communication skills, with the ability to present business plans and performance updates to senior leadership.

- Bachelor’s degree in Business, Finance, Economics, or a related field; a postgraduate degree (MBA or equivalent) is preferred.

- Proven experience in regional leadership roles within banking, NBFCs, or loan distribution firms; prior exposure to the Kolkata or East India market is an advantage.

- Ability to work on-site in the Kolkata metropolitan area, with flexibility to travel within the region as required.

📌 Regional Business Head (Kolkata Metropolitan Area)
🏢 Urban Money
📍 Kolkata Metropolitan Area