Retail Loan Acquisition Manager

Kotak Mahindra Bank Limited; Bengaluru; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank Limited in Bengaluru is seeking an Acquisition Manager – RL Sales to drive retail loan customer acquisition through DSAs, connectors and direct sourcing. You will identify potential customers, manage channel partner relationships and ensure compliant documentation to support home loans, LAP and personal loans.

You will coordinate with credit, operations, legal, and tech teams; track loan apps; hit monthly and quarterly sales targets; and deliver excellent service to customers

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 credit, operations, legal, and technical teams for loan processing.
• Maintain relationships with channel partners to ensure business flow.
• Track loan applications and update customers and partners on status.

Responsibilities

• Achieve monthly and quarterly sales targets.
• Provide excellent customer service and resolve queries promptly.
• Maintain strong relationships with channel partners.

Skills

Retail sales

Channel partners

Lead generation

KYC compliance

Customer service

Job description

Acquisition Manager_Sales-Sales_Bangalore

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