The Field Executive is responsible for carrying out on-ground activities related to customer acquisition, loan processing, document verification, collections, and relationship management. The role requires field visits to meet customers, verify documents, follow up on payments, and ensure smooth coordination between the client and the company.
Key Responsibilities:
Visit potential and existing customers to promote and explain financial products (loans, credit cards, insurance, etc.).
Collect, verify, and submit customer documents as per company policies.
Conduct field verification for loan applicants (residence, workplace, references).
Follow up with customers for EMI/loan repayments and resolve payment-related queries.
Build and maintain strong relationships with customers to ensure satisfaction and repeat business.
Achieve monthly sales/collection targets as assigned.
Coordinate with internal teams (credit, operations, and accounts) for timely processing.
Maintain accurate field visit reports and update customer records.
Ensure compliance with company policies, RBI guidelines, and KYC/AML norms.
Job Type: Full-time
Pay: ₹15,000.00 - ₹20,000.00 per month
Language:
Hindi (Preferred)
Work Location: In person
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