Customer Acquisition Manager
18 hours ago
Role:
CAM/Sr.CAM
As a Customer Acquisition Manager (CAM/Senior CAM), you will be responsible for acquiring new
clients for unsecure business loans, driving sales and generating business for the organization. This
is a field-based, target-driven sales role requiring strong market networking and product knowledge.
The acquisition would be through Direct Sales Agents (DSA ) primarily.
Responsibilities:
• Sourcing
Identify and acquire new MSME customers through DSA and through your own data base /
references. Also work on converting existing data base of customers for loan renewals.
• File Login & Application Processing
Collect accurate customer documentation and ensure timely login of loan applications.
Guide customers through eligibility and documentation, ensuring compliance with internal
policies.
• Cross-functional Collaboration
Coordinate with Credit, Risk, Operations, for smooth file processing and issue resolution.
Act as the single point of contact for internal follow-ups and ensure end-to-end loan application
execution.
• Disbursement & post-sales follow-Up
Track loan application status and facilitate timely disbursement by resolving process delays.
Explain disbursement terms and support clients with post-loan queries and servicing needs.
• Relationship Building & Client Retention
Build strong client relationships to drive repeat business, referrals, and long-term loyalty.
Maintain regular client engagement to understand evolving needs and offer tailored financial
solutions
Qualifications & Experience:
Educational Background
Graduate/ Postgraduate in Commerce, Science, or any related field (mandatory).
Experience Requirements
1 to 5 years of experience in a Bank, NBFC, or Insurance company, preferably through DSA sourcing
model
Prior experience in selling unsecured business loans is a pre-requisite . We are
also open to candidates working for LAP , working capital funding , Home loans .
Key Skills & Competencies:
Strong local market knowledge and merchant network.
Good understanding of loan products, customer needs, and financial documentation.
Target-oriented, self-motivated, and team player with strong execution ability.
Excellent communication and interpersonal skills.
Demonstrated ability to perform effectively under pressure while consistently achieving
monthly targets.
• Ability and competency to work in the field/marketplace in the neighborhood lending
model.
Strong local market knowledge and merchant network.
Good understanding of loan products, customer needs, and financial documentation.
Target-oriented, self-motivated, and team player with strong execution ability.
Excellent communication and interpersonal skills.
Demonstrated ability to perform effectively under pressure while consistently achieving
monthly targets.
• Ability and competency to work in the field/marketplace in the neighborhood lending
model.
Performance Metrics:
• Achievement of monthly and quarterly disbursement targets.
Number of new DSA addition.
Candidates joining for renewal business will be measured on percentage
conversion on the assigned pool of customer.
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