Acquisition Manager-Sales-Sales

Kotak Mahindra Bank; Puri; On-site; INR 350,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank seeks an Acquisition Manager – RL Sales to drive retail loan customer acquisition through direct sourcing and DSAs. You will identify prospects, build partner relationships, coordinate with credit and operations, and ensure compliant documentation for home loans, LAP, and personal loans.

You will generate leads, track loan status, meet monthly and quarterly targets, and provide excellent service to customers and partners.

Responsibilities

• Acquire customers for retail loans via DSAs, connectors, and direct sourcing.
• Generate leads through market activity, referrals, and cold calling.
• Ensure documentation and KYC compliance.
• Coordinate with credit, operations, legal, and tech for processing.
• Maintain relationships with channel partners to sustain flow.
• Track loan applications and update customers and partners.
• Meet monthly and quarterly sales targets.
• Provide excellent customer service and resolve queries promptly.

Job description

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.

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.