Retail Loan Acquisition Manager

Kotak Mahindra Bank Limited; Patna; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking an Acquisition Manager – RL Sales to drive the acquisition of retail loan customers via DSAs, connectors, and direct sourcing. You will manage relationships with channel partners, coordinate with internal teams for loan processing, and strive to meet monthly and quarterly sales targets.

The role emphasizes lead generation, strong customer service, and strict adherence to KYC norms as per company guidelines.

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

• 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.

Job description

Acquisition Manager_Sales-Sales_Sampatchak 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