Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Panipat; On-site; INR 700,000 - 900,000; 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 India. You will manage channel partners, ensure documentation and KYC compliance, and coordinate with credit, operations, legal, and tech teams.

The role targets include home loans, LAP, and personal loans, with monthly and quarterly sales goals; a strong focus on customer service and building steady business flow.

Qualifications

• 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.

Responsibilities

• Drive acquisition of retail loan customers via multiple channels.
• Foster partnerships with DSAs and connectors to expand reach.
• Ensure compliant documentation and robust KYC checks.

Skills

Lead generation

Channel partnerships

Sales targets

Customer service

KYC compliance

Education

Bachelor's degree in Business/Commerce or related

Tools

CRM software

MS Excel

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.