Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Jalandhar; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank Ltd invites applications for Acquisition Manager – RL Sales to drive retail loan customer growth through direct and indirect channels, identifying prospects and managing channel partnerships.

The role requires ensuring documentation and KYC compliance, coordinating with credit, operations, legal and tech teams for smooth loan processing, and achieving monthly and quarterly targets.

Qualifications

• Experience in retail loan sales or field sales roles.
• Knowledge of KYC norms and loan documentation.
• Strong relationship-building with channel partners.

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 smooth loan processing.
• 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.

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.