Acquisition Manager_Sales_0412_2938_1008084

Kotak Mahindra Bank; Jamnagar; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Acquisition Manager - RL Sales to drive retail loan customer acquisition via direct and indirect channels. The role focuses on sourcing customers, managing DSAs/connectors, and ensuring compliance with documentation and KYC norms while meeting monthly and quarterly sales targets.

You will coordinate with internal teams to streamline loan processing and maintain strong partner relationships to ensure routine business flow and excellent customer service.

Qualifications

• Experience in retail loan sales and achieving sales targets.
• Proven ability to manage DSAs/connectors and direct sourcing.
• Strong customer orientation with ability to resolve queries quickly.

Responsibilities

• Acquire new customers for retail loan products through DSAs, connectors, and direct sourcing.
• Generate leads through market activities, referrals, and cold calling.
• Ensure proper documentation and adherence to KYC norms as per company guidelines.
• Coordinate with credit, operations, legal, and technical teams for loan processing.
• Maintain strong relationships with channel partners and ensure steady business flow.
• Track and update the status of loan applications to customers and partners.
• Achieve monthly and quarterly sales targets as assigned.
• Provide excellent customer service and resolve queries promptly.

Skills

Sales

Channel partnerships

KYC compliance

Lead generation

Job description

Job Description: The Acquisition Manager - RL Sales is responsible for driving the acquisition of retail loan customers through direct and indirect channels. The role involves identifying potential customers, managing relationships with channel partners, ensuring compliance with documentation, and achieving sales targets for retail loan products such as home loans, LAP (Loan Against Property), and personal loans.

Responsibilities

• Acquire new customers for retail loan products through DSAs, connectors, and direct sourcing.
• Generate leads through market activities, referrals, and cold calling.
• Ensure proper documentation and adherence to KYC norms as per company guidelines.
• Coordinate with internal teams including credit, operations, legal, and technical for smooth processing of loan applications.
• Maintain strong relationships with channel partners and ensure consistent business flow.
• Track and update the status of loan applications to customers and partners.
• Achieve monthly and quarterly sales targets as assigned.
• Provide excellent customer service and resolve queries promptly.