Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Kudal; On-site; INR 800,000 - 1,000,000; 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 Maharashtra. The role involves identifying potential customers, managing relationships with channel partners, ensuring documentation, and meeting sales targets across home loans, LAP, and personal loans.

The candidate will acquire new customers, generate leads, coordinate with credit/operations/legal teams, and maintain strong partner

Qualifications

• Experience in acquiring retail loan customers via DSAs, connectors or direct sourcing is desirable.
• Familiarity with KYC norms and documentation requirements.

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 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.

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.