Company Description Urban Money is India’s first unbiased loan advisory services firm, offering clients guidance on a wide range of loans and mortgage solutions. The company brings together experienced professionals from leading banking and financial services organizations to deliver comprehensive, hassle-free borrowing support. Through robust partnerships with major financial institutions, Urban Money provides clients with access to multiple lender options, competitive interest rates, and tailored loan products.

Its private banking–style model assigns dedicated loan portfolio counselors to manage the entire borrowing process, from product selection and documentation to tax and insurance advice.

Urban

Money currently operates in 100+ locations across India, with a strong focus on home loan facilitation for diverse customer segments.

Role Description This is a full-time, on-site Branch Sales Manager role based in Aurangabad.

The Branch Sales

Manager will oversee branch sales operations, drive loan and mortgage product sales, and ensure achievement of revenue and growth targets.

Responsibilities include leading and mentoring the branch sales team, monitoring performance, and implementing strategies to increase lead generation and conversions. The role involves building and maintaining relationships with customers, lenders, and local partners, ensuring high-quality advisory services and customer satisfaction throughout the borrowing lifecycle.

The Branch Sales





Manager will also be responsible for reporting branch performance to management, ensuring compliance with internal policies and regulatory requirements, and supporting process improvements.

Qualifications

- Strong sales and business development skills, with experience in achieving and exceeding branch or regional targets in financial services or related industries.
- Proficiency in relationship management and customer service, including the ability to build trust, handle client queries, and provide clear loan and mortgage advisory support.
- Team leadership and people management capabilities, including coaching, performance monitoring, and fostering a collaborative, goal-oriented environment.
- Solid understanding of banking, loans, and mortgage products, with familiarity in documentation processes, lender coordination, and basic concepts of taxation and insurance.
- Excellent communication and negotiation skills, with the ability to present complex financial information in a simple, client-friendly manner.
- Strong analytical and problem-solving skills to assess client needs, compare lender offerings, and recommend appropriate solutions.
- Comfort with using CRM tools and standard office applications for reporting, tracking leads, and managing client portfolios.
- Bachelor’s degree in Business, Finance, Marketing, or a related field; prior experience in branch management or loan advisory is highly preferred.

📌 Branch Sales Manager (Aurangabad)
🏢 Urban Money
📍 Aurangabad