Field Executive

4 weeks ago

Nashik Ujjain Sagar, India Impact Hr Km Solutions Full time
Job Description

As a Field Executive, you will be responsible for conducting various outdoor activities that involve direct interaction with clients, vendors, or agents. Your primary duties will include [choose relevant duties from below: customer verification, document collection/delivery, sales support, technical service, cash collection, market surveys, etc.]. This role requires strong communication skills, excellent organizational abilities, a proactive approach to problem-solving, and the willingness to travel extensively within the designated area.

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.

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