Area Sales Manager

Urban Money; Nashik District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Urban Money in Nasik invites an Area Sales Manager to lead loan and mortgage product sales across the territory. You will mentor a local sales team, build client relationships, and drive growth by coordinating with partner banks and NBFCs to meet targets.

The role requires strong negotiation, CRM usage, travel within the territory, and a track record of achieving revenue objectives in financial services. A bachelor's in business or finance is preferred.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field; MBA is a plus.
• Proven track record in achieving revenue targets in financial services.
• Experience in banking, NBFCs, loan distribution, or mortgage advisory.
• Willingness to travel within the territory.

Responsibilities

• Lead and mentor a local sales team.
• Generate and convert leads; conduct client meetings.
• Coordinate with partner financial institutions to disburse loans.
• Monitor market trends and develop localized sales strategies.
• Ensure compliance with company standards and regulatory guidelines.

Skills

Sales leadership

CRM/relationship mgmt

Team leadership

Retail lending basics

Negotiation skills

CRM/spreadsheet tools

Bachelor’s in Business/Finance/Market

Banking/NBFC/loan exp

Territory travel

Education

Bachelor’s degree in Business/Finance/Marketing

MBA advantageous

Tools

CRM tools

Job description

Company Description

Urban Money is India's first unbiased loan advisory services firm, offering a wide range of loan and mortgage solutions to individuals and businesses. The organization brings together experienced professionals from leading banking and financial institutions to provide clients with comprehensive support across the borrowing process, including product selection, comparisons, and documentation. Urban Money partners with many reputed lenders to deliver hassle-free financing options tailored to client needs. Its unique private banking-style model assigns dedicated loan portfolio counselors to manage end-to-end services, from initial advisory through loan disbursal. With a presence in over 100 locations across India, Urban Money facilitates home loans and other credit products for a diverse customer base.

Role Description

The Area Sales Manager role at Urban Money is a full-time, on-site position based in Nasik. The Area Sales Manager will be responsible for driving sales of loan and mortgage products in the assigned territory, managing relationships with clients, and working closely with partner financial institutions to achieve business targets. Daily responsibilities include leading and mentoring a local sales team, generating and converting leads, conducting client meetings, and ensuring smooth coordination of the loan process from initial inquiry to disbursal. The role also involves monitoring market trends, developing localized sales strategies, and maintaining compliance with company standards and regulatory guidelines. The Area Sales Manager will collaborate with internal operations and credit teams to ensure high-quality customer experiences and sustainable portfolio growth.

Qualifications

• Strong sales and business development skills, including experience in achieving and exceeding revenue or volume targets in financial services or related sectors.
• Proficiency in client relationship management, with the ability to build trust, understand customer needs, and provide appropriate loan and mortgage solutions.
• Team leadership and people management capabilities, including mentoring, performance tracking, and motivation of sales staff.
• Good understanding of retail lending products, basic credit principles, and the end-to-end loan documentation and disbursal process.
• Excellent communication and negotiation skills, with the ability to interact confidently with clients and representatives of partner institutions.
• Comfort with using CRM tools, spreadsheets, and standard office software to manage pipelines, reports, and territory performance.
• Bachelor’s degree in Business, Finance, Marketing, or a related field; an MBA or equivalent postgraduate qualification is an advantage.
• Prior experience in banking, NBFCs, loan distribution, or mortgage advisory, preferably in a regional or area sales role.
• Ability to work in a fast-paced environment, travel within the assigned territory, and adapt to changing market conditions.