Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Agra District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Acquisition Manager – RL Sales to drive retail loan customer acquisition through direct and indirect channels. The role involves building relationships with DSAs and connectors, managing sourcing, and ensuring compliance with KYC norms while meeting monthly and quarterly sales targets for home loans, LAP, and personal loans.

Applicants should have experience in lead generation, strong communication, and the ability to coordinate with credit, operations,

Qualifications

• Minimum 2–4 years in retail loan acquisitions.
• Experience with DSAs/connectors and direct sourcing.
• Strong communication and relationship management.

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

Lead generation

Channel sales

Customer relationship

KYC compliance

Loan processing

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.

• 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.