Acquire retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generate leads, manage partner relationships, ensure accurate documentation and KYC compliance, coordinate loan processing with internal teams, track application status, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, loan-against-property products, 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 Mumbai, Maharashtra, IND Office
Mumbai, India
Similar Jobs
Fintech • Payments • Financial Services
Leads branch sales and administration, growing customer deposits and fee income through liability products, mutual funds, insurance, and cross-selling. Owns branch service standards, regulatory compliance, team productivity, morale, break-even performance, and P&L. Partners with product management, marketing, and other business units on product development, service improvements, and sales initiatives.
Fintech • Payments • Financial Services
Acquire high-net-worth individuals, sell third-party products, generate revenue, grow CASA portfolios, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and asset products.
Fintech • Payments • Financial Services
Acquire high-net-worth individual customers, sell third-party products, generate revenue, grow CASA deposits, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and asset products. The role requires coordination across channels, strong communication, portfolio management knowledge, and an existing customer base.
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
