1. Visit customers at their home or workplace as per the appointments scheduled by the call center
2. Collect and verify KYC documents (ID proof, address proof, income proof, etc.)
3. Ensure authenticity of customer identity, address, and employment
4. Assist customers in filling out the personal loan application form if needed
5. Take photographs or geotagged location proof as per company policy
6. Explain loan terms, EMI structure, and repayment schedule
7. Coordinate with backend teams for smooth processing and follow-ups
8. Ensure timely submission of documents to the branch or processing center
9. Maintain daily reports of visits and customer interactions
10. Adhere to company policies and regulatory norms related to KYC and documentation
For further details please contact Mr. Dharmaraj - Personal Loan Manager @ (phone hidden) / (phone hidden)
📌 Field Sales Executive (Coimbatore)
🏢 IDFC FIRST Bank
📍 Coimbatore
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