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    Job · 22476265

    Kotak Securities logo

    Sales Manager_Personal Loan_0412_0552_1006843

    Kotak Securities · Hyderabad · onsite · Posted 1d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    • Sales & P&L Driving: Deliver monthly, quarterly, and annual personal loan sales targets, revenue goals, and product profitability.
    • Channel & DSA Management: Build, expand, and activate Direct Selling Agent (DSA) networks and external sourcing channels.
    • Team Leadership: Recruit, train, mentor, and supervise sales executives and managers, tracking KPIs and driving field productivity.
    • Risk & Compliance: Partner with credit and risk teams to maintain high portfolio quality, ensure audit compliance, and reduce first-time-right (FTR) rejections.
    • Digital & Cross-Sell Adoption: Drive digital loan application journeys and cross-sell value-added services (VAS). [, ]

    PB †Inbound JD

    Key Responsibilities:

    • Process cash deposits, withdrawals, check cashing, and fund transfers.
    • Handle demand drafts (DD), mail transfers (MC), and vault/teller box custody.
    • Balance cash drawers and reconcile daily tallies with zero error.
    • Identify counterfeit currency and adhere to strict security/KYC guidelines.
    • Spot basic customer needs and refer clients to branch representatives

    AM / PAM CASA JD

    • CASA Acquisition: Source New-To-Bank (NTB) Current and Savings Accounts adhering to quality, segment, and balance-criteria mix. [, ]
    • Catchment Mapping: Work with branch managers to map local catchments, run corporate/residential campaigns, and generate customer referrals. [, ]
    • Digital Onboarding: Guide and activate customers on mobile banking, net banking, and digital payment platforms. []
    • Cross-Selling: Drive revenue throu

    Elite / Platinum RM JD

    • Client Retention & Trust: Act as the primary point of contact to handle day-to-day inquiries, build rapport, and ensure high levels of customer satisfaction.
    • Business Development & Sales: Identify new business opportunities, pitch products or services, and execute upselling or cross-selling strategies.
    • Issue Resolution: Investigate customer complaints, coordinate with internal teams (such as sales, marketing, or support), and resolve problems quickly.
    • Portfolio & Data Tracking: Monitor client account health, analyze trends, and maintain accurate records using CRM software (such as Salesforce, Zoho, or HubSpot).
    • Market & Product Knowledge: Stay updated on company offerings, industry trends, and competitor strategies

    Taggd+1

    Betterteam+1

    Workable+1

    Unstop+1

    Sourced from foundit

    Skills

    Channel / DSA managementDigital Cross-Sell AdoptionPortfolio Data TrackingIssue ResolutionCross Sellingrisk complianceleadershipCasa AcquisitionClient RetentionCatchment mappingBusiness DevelopmentDigital onboardingMarket product knowledge

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

    Find them on

    WebsiteLinkedInAmbitionBox reviews

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