Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Khordha; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Acquisition Manager – RL Sales to drive the acquisition of retail loan customers through direct and indirect channels in India. You will manage relationships with DSAs and connectors, generate leads, ensure KYC-compliant documentation, and coordinate with multiple teams to expedite loan processing and disbursements.

The role emphasizes target-driven sales for products like home loans, LAP, and personal loans, along with maintaining strong partner networks

Qualifications

• Experience in acquiring retail loan customers through DSAs, connectors, or direct sourcing.
• Ability to generate leads through market activities, referrals, and cold calling.
• Familiarity with KYC norms and documentation.
• Coordinate with credit, operations, legal, and technical teams for loan processing.

Responsibilities

• Acquire new customers for retail loan products via DSAs, connectors, and direct sourcing.
• Generate leads through market activities, referrals, and cold calling.
• Ensure proper documentation and adherence to KYC norms.
• Coordinate with internal teams for smooth loan processing.
• Maintain strong relationships with channel partners and ensure steady business flow.
• Track and update loan application status to customers and partners.
• Aim to achieve monthly and quarterly sales targets.
• Provide prompt customer service and resolve queries.

Skills

Retail loan sales

Channel partnerships

KYC compliance

Lead generation

Customer relationship

Target achievement

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.