Field Executive

Field Executive

Responsibilities

• Client Interaction & Service:

• Visit clients/customers at their specified locations for [e.g., identity verification, document collection, service activation, product delivery, post-service feedback].
• Provide clear and accurate information about our [products/services/processes] to clients.
• Address basic client queries or concerns in the field and escalate complex issues to the relevant internal department.
• Maintain a professional and courteous demeanor during all interactions.

• Documentation & Verification:

• Collect necessary documents from clients (e.g., KYC forms, application forms, payment proofs, service agreements), ensuring all details are accurate and complete.
• Conduct on-site verification of client information, addresses, or business premises as per company guidelines.
• Ensure all collected documents are properly logged and submitted in a timely manner.

• Operational Execution (select specific responsibilities based on role type):

• For Sales Support/Collections:

  Support the sales team by facilitating lead follow-ups, initial client meetings, or collecting overdue payments.

• For Delivery/Logistics:

  Ensure timely and safe delivery/pickup of products or documents. Manage delivery routes efficiently.

• For Technical/Service:

  Perform basic on-site troubleshooting, installation, or service support for products/equipment.

• For Survey/Market Research:

  Conduct market surveys, gather feedback, and collect competitive intelligence from the field.

• Reporting & Communication:

• Maintain accurate records of all field visits, interactions, and outcomes using a mobile application or designated system.
• Prepare and submit daily/weekly activity reports to the supervisor.
• Communicate regularly with the back-office or coordination team to provide updates and receive instructions.

• Compliance & Safety:

• Adhere to all company policies, operational procedures, and safety guidelines while on duty.
• Ensure confidentiality and security of client information and company assets.