Customer Acquisition Manager (CAM/Senior CAM)

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.