Field Executive Banking Process

1 - 5 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As a Field Executive in our Banking Process team, your role will involve various field-based activities such as customer verification, document collection, KYC processing, loan application assistance, and other operational tasks related to banking services. The ideal candidate for this position should be comfortable with fieldwork, possess good communication skills, and have a basic understanding of banking or financial services. Your key responsibilities will include visiting customers at their location for KYC documentation and verification, collecting and submitting necessary documents for account opening or loan processing, ensuring timely and accurate submission of reports through mobile apps or company portals, educating customers about banking products and services, maintaining confidentiality and data integrity, coordinating with internal teams for application status updates, and resolving on-field issues or escalating them as needed. To be successful in this role, you are required to have a minimum qualification of 12th Pass or Graduate in any discipline, own a smartphone, and preferably a two-wheeler with a valid driving license. You should be comfortable with using mobile apps and basic digital tools, possess good interpersonal and communication skills, be willing to travel locally on a daily basis, and any prior experience in field jobs, banking, or sales will be an added advantage. Preferred skills for this position include a customer service orientation, basic knowledge of banking and financial products, the ability to work independently, and proficiency in time management and task prioritization. This is a full-time position with a morning shift schedule and performance-based incentives applicable. Your work location will be in person, involving extensive local travel under flexible working hours based on customer availability. Proficiency in Hindi is required for this role. If you are a motivated and dynamic individual looking to excel in a field-based role within the banking sector, we encourage you to apply for this opportunity.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You