Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, ensure KYC and documentation compliance, coordinate with credit, operations, legal, and technical teams, track application progress, resolve customer queries, and achieve sales targets for home loans, loans against property, and personal loans.
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.
Kotak Mahindra Bank Dharamātālā, Paschim Banngaal, IND Office
Dharamātālā, India
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Drives acquisition of retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manages channel-partner relationships, generates leads, ensures complete documentation and KYC compliance, coordinates with credit, operations, legal, and technical teams, tracks application progress, resolves customer queries, and achieves sales targets for home loans, loans against property, and personal loans.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, ensure accurate documentation and KYC compliance, coordinate with credit, operations, legal, and technical teams, track application progress, resolve customer queries, and meet monthly and quarterly sales targets for home loans, LAP, and personal loans.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, maintain sales pipelines, ensure accurate documentation and KYC compliance, coordinate loan processing with credit, operations, legal, and technical teams, track applications, resolve customer queries, and achieve assigned sales targets for home loans, loans against property, and personal loans.
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