Retail Loan Acquisition Manager

Kotak Mahindra Bank Limited; Bilaspur District; On-site; INR 500,000 - 750,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking an Acquisition Manager – RL Sales in Bilaspur to drive the acquisition of retail loan customers through direct and indirect channels. The role focuses on home loans, LAP, and personal loans, building relationships with channel partners and ensuring compliant documentation while meeting sales targets.

The position requires mid-level experience in retail loan sales, with responsibilities spanning lead generation, partner coordination, and timely loan

Qualifications

• Mid level experience in retail loan sales.

Responsibilities

• Identify potential customers and acquire new retail loan customers through direct and indirect channels.
• Manage relationships with channel partners and DSAs/connectors.
• Ensure documentation and KYC compliance for loan products.
• Coordinate with internal teams (credit, operations, legal, technical) for smooth processing of applications.
• Track loan applications and update customers and partners on status.
• Achieve monthly and quarterly sales targets for retail loans (home loans, LAP, personal loans).
• Provide excellent customer service and promptly resolve queries.

Job description

Acquisition Manager_Sales-Sales_Bilaspur

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