Retail Loan Acquisition Manager

Kotak Mahindra Bank Limited; Ahmedabad District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank Limited in Ahmedabad is seeking an Acquisition Manager - Sales to drive retail loan customer acquisition through direct and indirect channels. You will identify potential customers, manage channel partnerships, and ensure documentation and KYC compliance.

The role involves coordinating with credit, operations, legal and technical teams to process applications, maintain strong partner relations, and achieve monthly and quarterly targets while delivering excellent customer

Qualifications

• Experience in acquiring customers for retail loan products.
• Ability to generate leads through various channels.
• Knowledge of KYC norms and documentation.
• Ability to coordinate with credit, operations, legal, and tech teams.
• Strong customer service and query resolution.

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.
• Coordinate with internal teams for smooth loan processing.
• Maintain relationships with channel partners.
• Track status of loan applications to customers and partners.
• Achieve monthly and quarterly sales targets.
• Provide excellent customer service and resolve queries promptly.

Skills

Lead generation

Channel partner management

KYC compliance

Retail loan sales

Job description

Acquisition Manager_Sales-Sales_Ahmedabad

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.

Experience Level Mid Level