Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Ludhiana; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Acquisition Manager – RL Sales to drive retail loan customer acquisition through DSAs, connectors, and direct sourcing in Ludhiana.

You will lead lead generation, ensure KYC compliance, coordinate with credit, operations, and legal teams, and manage channel partners to achieve monthly and quarterly targets while delivering excellent service.

This role demands strong relationship building, targeted sales, and meticulous tracking of loan applications.

Qualifications

• Must have experience in acquiring retail loan customers.
• Experience in building and maintaining channel partnerships.
• Ability to generate leads through various channels and referrals.
• Strong knowledge of KYC norms and documentation requirements.
• Proven track record of meeting sales targets.

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 lending

Channel partnerships

Lead generation

KYC compliance

Sales targets

Cross-functional coordination

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.