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 company brings together experienced professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered Bank, ICICI, and others to deliver comprehensive borrowing solutions.

Urban

Money partners with multiple reputed financial institutions, enabling clients to access diverse lending options through a single trusted advisor. Its private banking–style model assigns dedicated loan portfolio counselors to manage the entire borrowing process, from product selection and documentation to taxation and insurance advice. With a presence in 100+ locations across India, Urban Money facilitates home loans and other financial products for a large and varied customer base.

Role Description The Sales Manager and Sales Officer roles are full-time, on-site positions based in Panvel. Professionals in these roles will generate and manage leads for loan and mortgage products, conduct client meetings, and understand customer requirements to recommend suitable financial solutions. They will build and maintain relationships with clients and lending partners, coordinate documentation, and ensure smooth processing of loan applications.





Daily responsibilities include meeting sales targets, tracking pipelines, providing regular follow-ups, and delivering a professional, customer-centric experience. The roles will also involve market outreach, participation in local sales campaigns, and collaboration with internal teams to improve processes and client satisfaction.

Qualifications

- Strong sales and negotiation skills, with a track record of achieving or exceeding targets.
- Customer relationship management and client servicing capabilities, with a focus on trust and long-term engagement.
- Basic understanding of retail lending, home loans, and mortgage products, or willingness to learn quickly.
- Effective communication and interpersonal skills, including explicit verbal and written communication in English and local languages.
- Ability to work responsibly in an on-site environment, manage time well, and handle multiple client cases simultaneously.
- Comfort with using computers, CRM tools, and mobile applications for lead tracking and documentation.
- Prior experience in banking, NBFCs, or financial services sales is an advantage but not mandatory.
- Minimum educational qualification: Bachelor’s degree in any discipline; a background in business, finance, or marketing is preferred.

📌 Sales Manager and Sales Officer (Mumbai)
🏢 Urban Money
📍 Mumbai