Acquisition Manager_Sales_0412_6005_1086222

Kotak Mahindra Bank; Bhopal; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank seeks an Acquisition Manager – RL Sales to drive retail loan customer acquisition through DSAs, connectors, and direct sourcing. You will manage channel partner relationships, ensure KYC-compliant documentation, and hit monthly and quarterly sales targets for home loans, LAP, and personal loans.

You'll coordinate with credit, operations, legal, and technical teams to process loans smoothly, track application status, provide excellent customer service, and sustain a consistent

Qualifications

• Experience in retail loan sales.
• Knowledge of DSAs and channel partnerships.
• Strong knowledge of KYC norms.

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.

Skills

Retail sales

Channel management

KYC compliance

Customer service

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.

Requirements: