- Collect and verify customer documents required for solar project registration and loan processing.
- Coordinate with Field Sales Executives to ensure all required documents are collected correctly.
- Check customer documents for accuracy, completeness, and validity.
- Collect and maintain electricity bills, Aadhaar, PAN, bank documents, house tax documents, and other project-related records.
- Ensure proper geo-tagged site photographs and field documentation are available.
- Upload and maintain documents in the company system/Google Drive or designated platform.
- Coordinate with banks, customers, DISCOMs, and internal teams for documentation-related requirements.
- Track pending documents and regularly follow up with sales executives and customers.
- Maintain proper records of registrations, loan applications, approvals, and disbursements.
- Prepare daily/weekly documentation status reports for management.
- Ensure documents are submitted within the required timelines.
- Maintain confidentiality of customer and company information.
Required Skills
- Positive communication and coordination skills.
- Basic knowledge of MS Excel / Google Sheets.
- Good document verification and data-entry skills.
- Ability to handle multiple customer files simultaneously.
- Good follow-up skills.
- Willingness to coordinate with field teams and customers.
- Solar industry / loan documentation experience will be an advantage.
Key Performance
- AreasAccuracy and completeness of documentation.
- Timely submission of customer files.
- Follow-up on pending documents.
- Proper maintenance of records.
- Coordination with sales and loan-processing teams.
- Achievement of assigned documentation targets.
Reporting
Reports to: HR / Operations Manager / Management
Important: The role requires close coordination with the Field Sales Executive team to ensure that customer registration and loan documentation are completed without delays.
📌 Field Documentation Officer (Rajahmundry)
🏢 Arkazen Renewable Energy Private
📍 Rajahmundry
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