Job Description – Field Officer (Account Opening)

Position: Field Officer – Account Opening
Department: Sales / Banking Operations
Job Type: Full Time
Location: Field Based

Job Summary

We are looking for a motivated and customer-focused Field Officer to handle new customer acquisition and assist customers with the account-opening process. The candidate will be responsible for visiting customers, collecting required documents, completing KYC formalities, and ensuring smooth account opening.

Key Responsibilities
Visit customers and potential customers in assigned areas.
Generate leads and acquire recent customers for account opening.
Explain account types, features, benefits, and required documentation.
Collect and verify customer KYC documents as per company/bank guidelines.
Assist customers in completing account-opening forms and applications.
Coordinate with the office/bank team for successful account activation.
Maintain accurate records of leads, applications, and customer details.
Follow up with customers regarding pending documents or application status.
Achieve assigned daily/weekly/monthly account-opening targets.




Maintain good customer relationships and provide basic support after account opening.
Follow all KYC, compliance, and company procedures.

Candidate Requirements
Minimum 12th Pass / Graduate preferred.
Freshers can apply; experience in banking, sales, field work, or customer acquisition will be an advantage.
Valuable communication and interpersonal skills.
Comfortable with field visits and meeting customers.
Basic knowledge of smartphones, WhatsApp, and digital applications.
Target-oriented and self-motivated.
Two-wheeler and valid driving licence preferred.

Key Skills
Customer Handling
Communication Skills
Lead Generation
Sales & Target Achievement
KYC & Documentation
Field Visit Management
Basic Computer/Mobile Skills

What We Offer
Fixed Salary
Training and guidance
Growth prospects
Travel/field allowance as per company policy

Apply Now: Candidates interested in field sales, customer acquisition, and banking operations are encouraged to apply.

Pay: ₹18,219.11 - ₹20,959.35 per month

Work Location: In person

📌 Field Officer For Account Opening Jaipur
🏢 Sunrise Agriland Development and Research Private
📍 Jaipur