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 deliver comprehensive, client-focused borrowing support.

Urban

Money partners with many reputed financial institutions to provide multiple lender options, competitive rates, and streamlined documentation. Its private banking-style model assigns dedicated loan portfolio counselors to manage the entire borrowing process, from product selection to disbursal. The company currently operates in 100+ locations across India, enabling home loans for a diverse customer base.

Role Description The Sales Manager role is a full-time, hybrid position based in Mumbai, with flexibility for some work-from-home arrangements. In this role, the Sales Manager oversees loan advisory sales operations, leads and mentors a team of sales professionals, and ensures achievement of revenue and growth targets. Daily responsibilities include managing client portfolios, building and maintaining relationships with lending partners, optimizing the sales pipeline, and ensuring a high-quality advisory experience for customers.

The Sales

Manager will analyze market trends, develop and execute sales strategies, monitor performance metrics,



and support continuous improvement in sales processes and customer service. Collaboration with internal stakeholders, such as operations and compliance, to ensure smooth loan processing and adherence to regulations is also an key part of this role.

Qualifications

- Strong skills in sales leadership, team management, and performance coaching to drive high-performing loan advisory teams.
- Proficiency in client relationship management, negotiation, and stakeholder engagement within the financial services or lending ecosystem.
- Experience with sales planning, market analysis, and pipeline management to achieve and exceed defined targets.
- Ability to work with cross-functional teams, including operations, risk, and compliance, to deliver seamless end-to-end loan solutions.
- Excellent communication, presentation, and interpersonal skills, with a customer-centric and ethical approach to selling.
- Prior experience in retail banking, loans, mortgage advisory, or financial services sales is highly beneficial.
- Bachelor’s degree in business, finance, marketing, or a related field; an advanced degree or relevant certifications in finance or sales management are an advantage.
- Comfort with using CRM tools and basic data analysis to track performance and inform decision-making.
- Proven ability to work in a fast-paced environment, prioritize multiple tasks, and adapt to evolving business needs.

📌 Sales Manager (Mumbai)
🏢 Urban Money
📍 Mumbai