The Role
Acquire retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generate leads, manage partner relationships, ensure complete documentation and KYC compliance, coordinate with credit, operations, legal, and technical teams, track application progress, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, loans against property, and personal loans.
Summary Generated by Built In
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.
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
- Customer acquisition and lead generation through direct and indirect sales channels
- Ability to manage relationships with channel partners, DSAs, and connectors
- Knowledge of documentation requirements and KYC compliance
- Ability to coordinate loan applications with credit, operations, legal, and technical teams
- Ability to achieve assigned sales targets
- Customer service and query resolution skills
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The Company
What We Do
Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.
