Field Executive

Job Summary:

We are looking for a dynamic and self-motivated Field Executive to join our Loans Department. The ideal candidate will be responsible for loan application sourcing, customer verification, documentation collection, and assisting with credit evaluations by visiting clients in person. This is a field-based role requiring strong communication skills, a customer-centric approach, and the ability to work independently.

Key Responsibilities:

• Source potential customers for personal, business, home, or vehicle loans.
• Visit clients to collect and verify loan application documents.
• Conduct on-site verifications including residence, employment, and business verification as required.
• Assist clients in filling out loan applications and explain terms, interest rates, and documentation requirements.
• Coordinate with the credit and operations team for processing applications.
• Ensure timely submission of collected documents and maintain accurate field reports.
• Follow up with clients regarding additional information or pending documentation.
• Build and maintain strong customer relationships to encourage repeat business and referrals.
• Maintain compliance with company policies and regulatory guidelines during field visits.

Requirements:

• Proven experience in fieldwork, preferably in the financial services or loans sector.
• Good knowledge of various types of loans and basic financial products.
• Strong interpersonal and communication skills.
• Ability to work independently with minimal supervision.
• Familiarity with the local area and willingness to travel extensively.
• Basic computer skills for reporting and data entry.

Job Type: Full-time

Pay: From ₹15,000.00 per month

Schedule:

• Day shift

Education:

• Higher Secondary(12th Pass) (Required)

Language:

• Hindi (Required)

License/Certification:

• 2 Wheeler Licence (Required)

Willingness to travel:

• 25% (Preferred)

Work Location: In person

Application Deadline: 31/07/2025
Expected Start Date: 01/08/2025