Field Executives are the ground-level force driving broker activation, customer acquisition, and documentation support across assigned territories. This is a high-energy, people-facing role suited to candidates with strong local networks and a desire to build a career in financial services. Key Deliverables (What Will You Do)
- Activate and regularly engage broker and DSA partn
- Conduct customer visits for document collection, KYC verification, and application pre-screening.
- Guide customers through the loan journey from form-filling to disbursement and ensure accurate documentation.
- Coordinate with operations and credit teams for application status, query resolution, and pending document follow ups.
- Maintain daily call logs, visit reports, and activity trackers as required by the Regional Manager.
- Distribute marketing materials and address first-level queries from brokers and customers.
- Support collection activities where required — soft follow-ups on due EMIs and escalation of difficult cases.
- Ensure all sourced applications meet KYC/AML standards before submission.
- Represent the company professionally and build a positive brand presence in the local market.
Job Specification (What Will You Need)
- Graduate in any discipline; Commerce or BBA preferred.
- 0–3 years of experience in field sales, banking, insurance, or financial services; motivated freshers will be considered.
- Two-wheeler with a valid driving licence is mandatory for most locations.
- Solid interpersonal skills; ability to build rapport quickly with partners and customers.
- Basic comfort with smartphone apps, WhatsApp, and digital form-filling tools.
- Fluency in the regional language of the assigned geography is essential.
📌 Field Executive (Davanagere)
🏢 Stylein Consultancy
📍 Davanagere
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