You apply on Kotak Mahindra Bank's website. CoreHRx takes you there after you sign in.
CoreHRx never asks candidates for money. If anyone does, .
Role at a glance
You will
Oversee daily branch operations and ensure smooth functioning. [role.com], [in.linkedin.com]
Ensure compliance with bank policies, RBI guidelines, audit requirements, AML, and KYC norms. [role.com]
Authorize and verify customer transaction requests processed by branch staff. [role.com]
Education
Bachelor's degree (preferred)
Must-have skills
Customer Service
How well do your skills match this job?
Sign in to see your fit: the skills, experience and location this job asks for, checked against your profile.
Job description
Description
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.
Role Purpose:
The Assistant Branch Manager - Inbound is responsible for managing day-to-day branch operations, ensuring regulatory compliance, delivering excellent customer service, and supporting overall branch efficiency. [role.com], [in.linkedin.com]
Key Responsibilities
Oversee daily branch operations and ensure smooth functioning. [role.com], [in.linkedin.com]
Ensure compliance with bank policies, RBI guidelines, audit requirements, AML, and KYC norms. [role.com]
Authorize and verify customer transaction requests processed by branch staff. [role.com]
Monitor branch lobby management and customer queues to enhance service quality. [role.com]
Handle cash operations, foreign exchange (FX), and related banking services within approved limits. [role.com]
Resolve customer complaints and ensure timely closure within defined TATs. [role.com]
Ensure accurate account-opening documentation and compliance checks before submission. [role.com]
Support branch business goals through customer engagement and relationship management. [in.linkedin.com]
Preferred Skills
Banking operations knowledge
Customer service excellence
Team handling and leadership
Audit & compliance management
KYC/AML understanding
Communication and problem-solving skills
Operational risk management [role.com], [apna.co]
Eligibility
Graduate in any discipline (Banking/Finance preferred).
Experience in branch banking operations, customer service, or retail banking.
Knowledge of banking regulations and processes
Responsibilities Acquire 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.
Preparing for an accountant, accounts executive or finance analyst interview in India? This guide lists the accounting, GST and TDS questions asked most often, sample answers, the Excel test you may get, and how freshers (B.Com, M.Com, CA Inter) and experienced candidates should prepare.
Questions you may be asked
What are the golden rules of accounting?
How do you prepare a bank reconciliation statement?
What is input tax credit under GST?
What is the difference between GSTR-1 and GSTR-3B?