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
Acquire and manage high-net-worth individual relationships for retail loan products and banking services. Generate revenue through loan sales, CASA growth, and cross-selling insurance and mutual funds. Maintain existing client relationships, coordinate with credit, legal, operations, and product teams, ensure KYC compliance and documentation, and support customers and channel partners through timely resolution and service.
Fintech • Payments • Financial Services
Acquires and manages high-net-worth individual relationships for retail loans and banking services. Drives revenue through cross-selling insurance, mutual funds, and other third-party products; grows the CASA portfolio; maintains existing client relationships; coordinates with credit, legal, operations, and product teams; ensures KYC compliance and documentation; and provides end-to-end customer and channel-partner support.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, maintain documentation and KYC compliance, coordinate loan processing with internal teams, track application status, resolve customer queries, and meet monthly and quarterly sales targets for home loans, loan-against-property, and personal-loan products.
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.
