Job Summary:
The Field Staff - Account Opening is responsible for acquiring recent customers, assisting them with the account opening process, collecting and verifying required documents, and ensuring accurate submission in compliance with company policies.
Key Responsibilities:
Visit assigned locations to identify and acquire recent customers.
Explain account features, benefits, and eligibility criteria.
Assist customers in completing account opening forms and digital onboarding.
Collect, verify, and submit KYC and other required documents.
Ensure all customer information is accurate and complete.
Follow company compliance and regulatory guidelines.
Meet daily, weekly, and monthly account opening targets.
Build and maintain positive relationships with customers.
Required Qualifications:
Minimum 12th Pass or Graduate (preferred).
Prior experience in field sales, banking, NBFC, or financial services is an advantage.
Basic knowledge of KYC documentation and account opening procedures.
Positive communication and interpersonal skills.
Ability to travel locally and work in the field.
Basic smartphone and mobile app usage skills.
Skills Required:
Customer service and relationship management
Sales and persuasion skills
Attention to detail
Time management
Problem-solving ability
Performance Indicators (KPIs):
Number of accounts opened
Conversion rate
Accuracy of documentation
Customer satisfaction
Compliance with company policies
Pay: ₹15,000.00 - ₹35,000.00 per month
Work Location: In person
📌 Field Staff For Account Opening Jaipur (India)
🏢 Sunrise Agriland Development and Research Private
📍 India
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