- Visit customers to collect KYC and other required documents for credit card applications.
- Verify customer documents for completeness and accuracy before submission.
- Coordinate with the sales team to ensure timely collection and processing of applications.
- Assist customers in completing credit card application forms.
- Follow up with customers for pending or missing documents.
- Submit collected documents to the processing team within the defined timelines.
- Maintain accurate records of collected applications and customer interactions.
- Ensure compliance with bank policies and KYC guidelines.
- Travel within assigned areas in Hosur for document collection and customer support.
- Build and maintain good relationships with customers by providing prompt and professional service.
Required Candidate Profile
- Any Graduate or Undergraduate.
- Freshers and experienced candidates are welcome to apply.
- Positive communication and customer handling skills.
- Basic knowledge of KYC/document verification is an added advantage.
- Willing to travel for field visits.
- Age: 1835 years.
- Two-wheeler with a valid driving license is preferred.
- Male candidates preferred (Field Work).
Role Details Role: Document Collection Executive – Credit Card Sales
Industry Type: Banking / Financial Services
Department: Sales & Business Development
Employment Type: Full-Time, Permanent
Role Category: Field Operations / Document Collection
Education
UG: Any Graduate / Undergraduate
HR Contact
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