Field Executive

### *Job Summary:*

The Personal Discussion (PD) Field Executive will be responsible for conducting face-to-face discussions with loan applicants/customers on behalf of banks and financial institutions. The role involves verifying applicant details, assessing credibility, capturing observations, and ensuring accurate reporting in VAK Reports’ systems.

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### *Key Responsibilities:*

* Conduct *personal discussions (PD)* with customers/applicants as per the assigned cases.

* Verify applicant details including personal, financial, and professional information.

* Assess applicant’s intent, repayment capacity, and authenticity of shared information.

* Collect and update accurate data in the VAK CRM/PD system in real time.

* Ensure timely completion of assigned PD cases within defined SLA (Turnaround Time).

* Communicate effectively with coordinators, team leaders, and reporting managers.

* Maintain professionalism while dealing with customers, representing VAK Reports and client banks.

* Report discrepancies, suspicious behavior, or red flags to seniors immediately.

* Follow organizational policies, compliance, and data security protocols.

* Achieve assigned daily/weekly/monthly case closure targets.

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### *Key Skills & Competencies:*

* Good communication and interpersonal skills (Hindi, English, and regional language).

* Strong observation and analytical skills.

* Ability to travel for field visits and handle multiple assignments.

* Basic computer and mobile application handling skills.

* Discipline, integrity, and customer-oriented approach.

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### *Qualifications & Experience:*

* Minimum: Graduate in any stream (preferred: B.Com / BBA / BA).

* Experience: Fresher/1–2 years in field verification, collection, or financial services.

* Must have a valid two-wheeler and driving license.

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### *Key Performance Indicators (KPI):*

* Number of PD cases completed within TAT.

* Accuracy and quality of reports submitted.

* Customer interaction feedback.

* Compliance with company policies and client expectations.

Job Types: Full-time, Fresher

Pay: ₹14,000.00 - ₹16,000.00 per month

Language:

• English (Required)

Work Location: Remote