Field Executive – Banking Process

Year    PB, IN, India

Job Description

Job Summary:



We are seeking motivated and dynamic Field Executives to join our Banking Process team. The role involves field-based activities including customer verification, document collection, KYC processing, loan application assistance, and other operational tasks related to banking services. The ideal candidate should be comfortable with fieldwork, have good communication skills, and a basic understanding of banking or financial services.

Key Responsibilities:



Visit customers at their location for KYC (Know Your Customer) documentation and verification. Collect and submit documents required for account opening, loan processing, or other banking services. Ensure timely and accurate submission of reports and updates via mobile apps or company portals. Educate customers about banking products and services as needed. Maintain confidentiality and data integrity at all times. Coordinate with internal teams for updates on application status and customer feedback. Resolve on-field issues or escalate them to the appropriate department.

Requirements:



Minimum Qualification: 12th Pass / Graduate in any discipline. Must own a smartphone and preferably a two-wheeler with valid driving license. Comfortable with using mobile apps and basic digital tools. Good interpersonal and communication skills. Willingness to travel locally on a daily basis. Prior experience in field jobs, banking, or sales will be an added advantage.

Preferred Skills:



Customer service orientation Basic knowledge of banking and financial products Ability to work independently Time management and task prioritization

Working Conditions:



Field-based role with extensive local travel Flexible working hours based on customer availability Incentives applicable on performance-based targets
Job Type: Full-time

Pay: ?15,000.00 - ?20,000.00 per month

Schedule:

Morning shift
Supplemental Pay:

Performance bonus
Language:

Hindi (Required)
Work Location: In person

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Job Detail

  • Job Id
    JD3739944
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    PB, IN, India
  • Education
    Not mentioned
  • Experience
    Year