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Porur

Nungambakkam

JOB TITLE - SALES MANAGER/AREA SALES MANAGER

Location: 

TAMILNADU (CHENNAI, VELLORE, VILLUPURAM, TIRUVANAMALAI, COIMBATORE)

PONDICHERRY,

 The Sales Manager at Urban Money is responsible for driving sales performance, managing a team of loan advisors/executives, ensuring quality sourcing of Personal Loans, Business Loans, Credit Cards, and other retail lending products. The role demands strong leadership, revenue ownership (minimum 2X revenue growth), partner management, and adherence to compliance standards.

Required Skills & Experience

 • Expected Monthly Business: Secured - 1.5 Crs and Unsecured - 50 Lacs
 • in Retail Loans / PL / BL / DSA ecosystem.
 • Strong network with bank/NBFC partners.
 • Proven experience in managing sales teams and achieving tough revenue targets.
 • Excellent communication, negotiation & leadership skills.
 • Strong understanding of credit, documentation, and lending processes.


Key Responsibilities
1. Sales & Revenue Growth
 • Achieve monthly and quarterly sales targets across PL, BL, Credit Cards & other retail products.
 • Ensure minimum 2X revenue delivery through effective team management and strategic planning.
 • Drive high-quality sourcing from open market, DSA partners, and digital channels.
 • Implement daily/weekly review mechanisms to track progress and course-correct.

2. Team Management
 • Lead, train, and motivate a team of Sales Executives / Relationship Officers.
 • Conduct periodic product training, objection handling, and field support.
 • Monitor productivity metrics — login ratio, disbursement %, lead-to-conversion rate.
 • Recruit and build a strong revenue-focused team.

3. Partner & Channel Development
 • Develop relationships with banks, NBFCs, and lending partners for smoother coordination.
 • Maintain MIS of payout structures, partner updates, and documentation.
 • Tap new channels for consistent business growth.

4. Customer Relationship & Portfolio Quality
 • Ensure seamless customer experience from lead generation to disbursement.
 • Maintain quality sourcing with minimal deviations and error-free documentation.
 • Handle escalations and provide timely resolutions.

5. Operations & Compliance
 • Ensure adherence to Urban Money SOPs and all lender guidelines.
 • Follow compliance, KYC norms, and audit parameters.
 • Maintain accurate reports – sales tracker, funnel management, ageing, productivity.



Required Skills & Experience

 • in Retail Loans / PL / BL / DSA ecosystem.

 • Strong network with bank/NBFC partners.

 • Proven experience in managing sales teams and achieving tough revenue targets.

 • Excellent communication, negotiation & leadership skills.

 • Strong understanding of credit, documentation, and lending processes.

 

Key Performance Indicators (KPIs)

 • Achievement of monthly & quarterly revenue targets
 • Team productivity & conversion ratio.
 • New lender/channel onboarding.
 • Customer satisfaction & complaint closure.
 • Reduction in login-to-disbursal TAT


Sales Manager/area Sales Manager

Santoshi Mata Chowk

Satav Vasti

Job Title: Area Sales Manager – Loan Processing & DSA Sourcing
Key Responsibilities
1. Sales Leadership & Territory Management
Develop and execute effective sales strategies to drive loan sourcing and DSA (Direct Selling Agent) onboarding within your designated region.
Identify untapped market opportunities, engage new DSAs, and build a robust sourcing network.
Set realistic sales targets and monitor performance metrics, offering corrective guidance where necessary.

2. Loan Processing & Operational Oversight
Take ownership of loan processing workflows—review applications, perform credit evaluations, ensure full documentation, and coordinate with underwriters for timely disbursements.
Ensure all loan applications are accurate, complete, and processed within defined service-level agreements (SLAs).
Liaise with internal teams (underwriting, compliance, finance) and DSAs to resolve any application discrepancies.

3. DSA Network Building & Relationship Management
Onboard, train, and motivate DSAs to meet performance standards, enabling effective loan sourcing.
Sales Management
Foster and maintain strong relationships with DSAs and key lending partners, ensuring consistent pipeline contributions and feedback loops.

4. Team Mentorship & Enablement
Guide and mentor the local sales and operations team, enhancing their skills in sales and processing through coaching and structured training.
Support field teams with tools, CRM systems, and mobile solutions to streamline loan tracking and application submissions.

5. Reporting, Forecasting & Strategic Planning
Generate weekly/monthly performance reports on loan volumes, DSA sourcing, processing efficiency, and regional pipeline health.
Analyze trends, competition, and performance gaps, formulating actionable plans to boost market share and improve outcomes.

6. Compliance, Quality & Customer Experience
Uphold high standards of documentation, compliance, and credit policy adherence throughout loan processing.
Champion a customer-first approach—tracking client feedback, resolving issues promptly, and enhancing borrower satisfaction.


Hiring for the region of Pune, Mumbai, Nashik, Nagpur, Kolhapur, Solapur, All Over Maharashtra.


Area Sales Manager - DSA Vertical - Home Loan, LAP

I.I.T.Main Gate

Mumbai

Nelco Company Bus Stop

NEED CANDIDATES FOR TEAM LEADER AND TELECALLERS


Telesales Executive

Ahmedpur

Gangrol

Job Title: Financial Planning & Insurance Advisor
Company: Reliance Nippon Life Insurance Company Limited
 Location: Open / As per Business Requirement
 Employment Type: Full-Time
Job Overview Reliance Nippon Life Insurance Company Limited is seeking a highly motivated and knowledgeable Financial Planning & Insurance Advisor to strengthen our advisory and customer engagement team. The ideal candidate will possess strong expertise in retirement planning, life insurance, health insurance, ULIPs (Unit Linked Insurance Plans), and mutual funds, along with the ability to understand client needs and deliver customized financial solutions.
This role is critical in helping individuals and families secure their financial future through structured planning, risk management, and long-term wealth creation strategies. The candidate will act as a trusted financial partner, ensuring ethical selling, regulatory compliance, and superior customer experience.
Key ResponsibilitiesUnderstand clients’ financial goals, risk appetite, income profile, and long-term objectives through detailed financial need analysis.
Advise and recommend suitable financial products including life insurance policies, health insurance plans, retirement and pension solutions, ULIPs, and mutual funds.
Design customized retirement planning strategies to ensure financial stability and income continuity post-retirement.
Educate clients on policy features, benefits, returns, charges, risks, and tax implications in a clear and transparent manner.
Build and manage long-term client relationships through regular reviews, portfolio monitoring, and after-sales service.
Ensure compliance with IRDAI guidelines, company policies, and ethical sales practices at all times.
Achieve individual and team sales targets while maintaining high standards of service quality and customer satisfaction.
Stay updated with market trends, regulatory changes, and new financial products to provide informed advice.
Maintain accurate client records, documentation, and reporting as per company requirements.
Required Skills & Competencies Strong knowledge of life insurance, health insurance, retirement planning, ULIPs, and mutual funds.
Ability to explain complex financial concepts in a simple and client-friendly manner.
Excellent communication, interpersonal, and presentation skills.
Customer-centric approach with strong relationship management abilities.
Sales acumen with a consultative and ethical advisory mindset.
Basic understanding of taxation, financial markets, and investment planning.
Qualifications & Experience Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
Relevant certifications in insurance, mutual funds, or financial planning will be an added advantage.
1–5 years of experience in financial advisory, insurance sales, wealth management, or related domains (freshers with strong knowledge may also apply).
What We Offer Opportunity to work with a reputed and trusted insurance brand.
Structured training, career growth, and performance-based incentives.
Supportive work culture focused on professionalism and long-term success.

Join Reliance Nippon Life Insurance Company Limited and be a part of a mission to empower customers with financial security and peace of mind.


Insurance Agent/Advisor

Hanspuram

Ram Bagh

We are looking for an enthusiastic Telesales Representative to contribute in generating sales for our company. You will be responsible for closing sales deals over the phone and maintaining good customer relationships.
An effective telesales representative must be an excellent communicator and have superior people skills. They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.
The goal is to help the company grow by bringing in customers and developing business.


Rashtrapati Bhavan

Rajendra Place

Telecaller

Rajajipuram

Vibhuti Khand

Required telle caller related loans calling pan India 


Nai Duniya

MR 10 Road

The Telecalling Executive at Urban Money is responsible for connecting with customers over calls, understanding their financial requirements, pitching suitable loan products, and converting leads into successful logins and disbursements. This role requires strong communication skills, discipline, and a target-oriented mindset.
Key ResponsibilitiesMake outbound calls to customers provided through leads or databases
Understand customer profiles and loan requirements
Pitch suitable Personal Loan / Business Loan / Other Financial Products
Explain loan features such as eligibility, ROI, tenure, and documentation
Generate quality logins and ensure proper follow-ups till approval
Coordinate with internal teams for case progress and updates
Maintain accurate call and customer records in CRM/system
Handle customer objections professionally and close cases
Achieve daily, weekly, and monthly targets as assigned
Follow company calling scripts, compliance, and data privacy rules




Sales Executive

Key Responsibilities:
Lead Generation: Make cold calls to potential customers to introduce loan products (home, personal, business).
Customer Engagement: Understand client's financial needs, explain loan benefits, interest rates, and eligibility criteria.
Qualification: Assess leads based on income, property details (for home loans), and credit profile.
Appointment Setting: Schedule follow-up meetings or calls with field sales officers or relationship managers.
Documentation: Guide customers through the application process and follow up to ensure timely submission of required documents.
CRM Management: Maintain accurate records of all calls, leads, and customer interactions in the CRM system.
Target Achievement: Work towards daily, weekly, and monthly targets for qualified leads and conversions.
Coordination: Liaise with internal teams (credit, operations) for smooth processing. 

Skills & Qualifications:
Communication: Excellent verbal communication, persuasion, and active listening skills.
Customer Service: Ability to handle inquiries professionally and resolve issues.
Goal-Oriented: Self-motivated with a drive to meet sales targets.
Product Knowledge: Strong understanding of loan products, policies, and competitor offerings.
Technical Skills: Familiarity with CRM software (e.g., Salesforce, Zoho).
Education: Typically 12th pass or graduate.
Experience: Previous experience in tele-sales, BPO, or customer service is often preferred. 

Key Performance Indicators (KPIs):
Number of calls made.
Number of leads qualified.
Conversion rate (leads to prospects/customers).
Document collection rate.
Achievement of monthly/quarterly targets.



Personal Loan Executive

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Urban Money Private Limited Jobs - 9 Verified Vacancies

Sales Manager/area Sales Manager

Area Sales Manager - DSA Vertical - Home Loan, LAP

Telesales Executive

Insurance Agent/Advisor

Telesales Executive

Telecaller

Telecaller

Sales Executive

Personal Loan Executive