Field Executive

We are looking for a responsible and proactive Field Executive who will manage the movement and maintenance of documents between the office, clients, and other external parties. The role will act as an important link between clients and the internal team/superiors, ensuring that all required documents and details are collected, verified, organized, and submitted on time.

• Key Responsibilities:

Handle the collection, delivery, movement, and submission of documents and files to and from the office.

• Visit clients and other external locations as required for document collection and follow-ups.
• Coordinate with clients to obtain the complete and correct list of required documents.
• Ensure documents received from clients are complete, properly arranged, and meet the required checklist before submitting them to the concerned superior/team.
• Maintain accurate records of documents received, documents submitted, pending documents, and documents delivered.
• Act as a communication link between clients and superiors regarding document requirements, status, pending items, and follow-ups.
• Regularly follow up with clients for missing, incorrect, or pending documents.
• Safely handle confidential documents and ensure timely delivery to the concerned person/department.
• Maintain proper files, registers, trackers, or digital records of all document-related activities.
• Provide regular updates to superiors regarding client visits, document status, and pending requirements.
• Coordinate with internal teams to ensure smooth processing of client documentation.
• Perform other field-related tasks and client visits as assigned by the management.

Requirements:

• Valid two-wheeler and driving license is mandatory.
• Must be comfortable with regular field work and client visits.
• Good communication and interpersonal skills.
• Basic knowledge of MS Office / Google Sheets / digital documentation is preferred.
• Good organizational and record-keeping skills.
• Ability to maintain confidentiality and handle important documents responsibly.
• Should be punctual, reliable, and comfortable with follow-ups.
• Ability to coordinate effectively with clients, colleagues, and senior management.
• Freshers can be considered; prior experience in field operations, documentation, banking, finance, insurance, real estate, or client coordination will be an advantage.
• Key SkillsClient Coordination
• Document Management
• Field Operations
• Follow-up & Communication
• Record Keeping
• Attention to Detail
• Time Management
• Basic Computer Skills
• Responsibility & Accountability

What We Expect - The ideal candidate should be field-ready, organized, dependable, and comfortable interacting with clients. The person should take ownership of collecting the right documents, maintaining proper records, and keeping the internal team updated so that there are no delays due to missing or incorrect documentation.