Field Collection Executive

Job description - Document Collection Executive

Key Roles & Responsibilities

1. Door-to-Door Field Operations (Primary Focus)

 Conduct regular door-to-door visits to client locations for document collection and delivery.

 Safely transport, verify, and handle sensitive physical documents, applications, and contracts.

 Provide professional and courteous service on behalf of the company to maintain strong client relationships.

2. Banking & Financial Activities  

 Perform daily banking tasks, including cash/cheque deposits and cash withdrawals.

 Accurately complete bank vouchers, deposit slips, and transaction forms (NEFT/RTGS).

 Systematically store and hand over all bank deposit slips, receipts, and acknowledgments to the finance team. 

3.Back-Office Administrative Support.

 Maintain accurate daily logs of completed pickups, deliveries, and bank visits.

 Scan, sort, and digitize collected documents for official record-keeping.

 Coordinate with internal teams regarding pending client visits or document verification status. 

Preferred Candidate Profile

 Experience: Prior experience in Document Collection, logistics, retail banking field work, or courier services is strongly preferred.

 Gender: Male (as per role requirement).

 Work Type: Full-Time.

 Key Skills: Basic mathematical accuracy for handling vouchers, local route knowledge, time management, and good interpersonal communication. 

Mandatory Candidate Requirements 

 Two-Wheeler: Must own a reliable bike in good working condition.

 Safety Gear: Helmet is strictly mandatory.

 Legal Documents: Must hold a valid Driving License.

 Technology: Must possess an active Smartphone with Internet capability (for navigation, communication, and updates). 

Perks & Benefits

 Fuel Allowance: Dedicated petrol / travel allowance provided over and above the fixed base salary.

 Professional Growth: Opportunities for career advancement into senior administrative or operational roles.

 Stable Work Environment: Regular working hours with consistent field schedules.

Role: Banking Operations - Other

Industry Type: Financial Services

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Banking Operations

Education UG: Graduation Not Required