Cluster Head

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 partners with leading financial institutions such as HDFC, ICICI, Axis, Kotak Mahindra, PNB, Standard Chartered, and others to deliver comprehensive borrowing solutions. Urban Money follows a private banking-style model, assigning dedicated loan portfolio counselors to provide end-to-end support throughout the borrowing process. This includes product selection, documentation, and advice on taxation and insurance, ensuring a seamless experience for clients. The company operates in 100+ locations across India, facilitating home loans for a diverse customer base.
Role Description This is a full-time, on-site Sales Manager role based in Bengaluru. The Sales Manager will lead and develop a sales team, set targets, and monitor performance to drive growth in loan and mortgage advisory services. Responsibilities include building and maintaining relationships with clients, understanding their borrowing needs, and coordinating with internal counselors to deliver tailored solutions. The role involves collaborating with financial institution partners, optimizing the sales pipeline, and ensuring high-quality customer service throughout the loan process. The Sales Manager will also prepare sales reports, analyze market trends, contribute to sales strategies, and support training and mentoring of team members.
Qualifications
Strong sales, business development, and client relationship management skills
Experience in financial services, banking, or loan advisory; knowledge of loan and mortgage products
Ability to lead teams, set targets, and manage performance effectively
Excellent communication, negotiation, and presentation skills
Analytical abilities for sales reporting, forecasting, and market trend analysis
Comfort working in a fast-paced, target-driven environment with high accountability
Bachelor’s degree in Business, Finance, Marketing, or a related field; MBA or equivalent is an advantage
Proficiency in basic office software and CRM tools; familiarity with sales tracking systems
Fluency in English; knowledge of local languages in Bengaluru is beneficial
Prior experience in managing on-site sales teams in a multi-location or retail environment is a plu

Work arrangement
No