Kotak Mahindra Bank

Acquisition Manager-Sales-Sales

Reposted Yesterday

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Kolkata, West Bengal, IND

In-Office

Entry level

Fintech • Payments • Financial Services

The Role

Acquire retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Manage partner relationships, generate leads, meet sales targets, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track application status, and resolve customer or partner queries.

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 experience through direct and indirect sales channels
Lead generation through market activities, referrals, and cold calling
Knowledge of documentation requirements and KYC compliance
Ability to manage relationships with channel partners
Ability to achieve monthly and quarterly sales targets
Ability to coordinate with credit, operations, legal, and technical teams
Knowledge of retail loan products, including home loans, loan against property, and personal loans

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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