Role & responsibilities

1. Visit client places, bank, vendor, and other assigned locations to collect and deliver client details, documents, purchase bills, invoices, signatures, and other office-required documents.

2. Collect client folders/files from the office before field visits, verify the client name, documents, instructions, and work requirements, and safely return the folders and collected documents to the concerned staff after completion.

3. Maintain proper folder and document tracking, including collection, acknowledgement, movement, handover, and follow-up for pending documents, bills, signatures, or other requirements.

4. Purchase approved office and staff-required items/materials, verify quantity, quality, price, bills/invoices, and submit purchase documents and balance amounts correctly.

5.



Handle authorized payment collection, payment handover, purchase payments, and cash responsibly with proper acknowledgement, records, and supporting details.

6. Plan productive routes for multiple field visits using Google Maps/navigation, manage time effectively, and complete assigned collections, purchases, deliveries, and client visits within the required timeline.

7. Coordinate professionally with clients, vendors, employees, and office staff, provide timely field updates, resolve routine field-level issues, and ensure the safety, confidentiality, and integrity of documents, payments, and company property.

📌 Field Executive (Chennai)
🏢 SRI Sathya Sai Consultants
📍 Chennai