Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Faridabad District; On-site; INR 1,200,000 - 1,800,000; 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. You will manage relationships with channel partners and ensure compliance with KYC norms while achieving sales targets for home loans, LAP, and personal loans.

The role involves coordinating with credit, operations, legal, and technical teams to ensure smooth processing of loan applications and maintaining a high standard of customer service for

Qualifications

• Experience in retail loan sales and customer acquisition.
• Proven ability to generate leads and manage channel partnerships.
• Strong understanding of KYC norms and documentation requirements.
• Ability to coordinate with credit, operations, legal, and technical teams.

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 banking sales

Customer acquisition

Channel partner management

Lead generation

KYC compliance

Relationship building

Sales targets

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.