Sales Manager_Personal Loan_0412_0552_1006843
Kotak Securities · Hyderabad · onsite · Posted 1d ago
Not disclosedFresherfulltimeSourced from
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
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