Acquire retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generate leads, manage partner relationships, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track applications, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, loan-against-property, and personal loan products.
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.
Similar Jobs
Fintech • Payments • Financial Services
Drives acquisition of retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks application status, resolves customer queries, and achieves assigned sales targets for home loans, loan-against-property, and personal loan products.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct and indirect channels, generate leads, manage channel partners, ensure KYC-compliant documentation, coordinate loan processing with internal teams, track applications, resolve customer queries, and achieve sales targets for home loans, loans against property, and personal loans.
Top Skills:
Kyc
Fintech • Payments • Financial Services
Acquire and manage high-net-worth individual relationships for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain existing client portfolios. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, accurate documentation, timely customer support, and new business generation.
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
