Acquisition Manager_Sales_0412_8664_1090245

Posted Yesterday
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Coimbatore, Tamil Nadu, IND
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Acquire new retail banking and loan customers through direct sourcing, DSAs, connectors, referrals, campaigns, and cold calling. Guide customers through digital onboarding, ensure documentation and KYC compliance, coordinate loan processing with internal teams, manage channel-partner relationships, track application status, meet sales targets, and resolve customer queries.
Summary Generated by Built In

AM / PAM CASA JD

  • CASA Acquisition: Source New-To-Bank (NTB) Current and Savings Accounts adhering to quality, segment, and balance-criteria mix. [1, 2]
  • Catchment Mapping: Work with branch managers to map local catchments, run corporate/residential campaigns, and generate customer referrals. [1, 2]
  • Digital Onboarding: Guide and activate customers on mobile banking, net banking, and digital payment platforms. [1]
  • Cross-Selling: Drive revenue throu
ResponsibilitiesAcquire 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.

Skills Required

  • Adherence to KYC norms and company documentation guidelines
  • Ability to acquire customers through direct sourcing, referrals, cold calling, DSAs, and connectors
  • Ability to coordinate with credit, operations, legal, and technical teams
  • Ability to achieve monthly and quarterly sales targets
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The Company
HQ: Mumbai
74,097 Employees
Year Founded: 1985

What We Do

About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com

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