Company: Capital Finance
Industry: Financial Services (MSME Loans & Government Subsidy Consulting)
Location: Ahmedabad
Position Overview:
We are hiring a Documents Collection Executive responsible for collecting, verifying, and coordinating documents from clients for MSME loan and government subsidy processing. The role is execution-focused and directly impacts file speed, approval success, and client satisfaction.
Key Responsibilities:
- Collect required documents from clients (office visit / field visit)
- Explain document checklist clearly to clients
- Verify documents before submission (basic scrutiny)
- Coordinate with back office team for file completion
- Follow up with clients for pending documents
- Ensure timely submission of complete files to processing team
- Maintain record of collected documents (physical + digital)
- Support in bank visits or department visits when required
Required Skills:
Technical Skills:
- Basic understanding of MSME loan documents
- Knowledge of KYC, financial documents (ITR, GST, bank statement)
- Basic mobile & WhatsApp documentation handling
- MS Excel / basic reporting
Behavioral Skills:
- Strong communication & convincing skills
- Field work readiness (client visits)
- Follow-up discipline
- Responsible & trustworthy
- Time management & route planning ability
Experience Required:
- Minimum: 1 year experience in field work / collection / documentation
- Preferred: Experience in loan DSA, banking, NBFC, or CA firm
Education Qualification:
- Minimum: 12th Pass / Graduate (Preferred)
- Practical knowledge more important than degree
Gender Preference:
- Male Candidate Preferred (open to female candidates if comfortable with field role)
Age Criteria:
- 18 to 30 years
Salary Range:
- ₹12,000 to ₹15,000 per month
- Petrol allowance / travel reimbursement recommended
- Performance incentives based on file completion speed
Growth Opportunity:
- Opportunity to move into Loan Processing / Relationship Manager role
- Hands-on learning in MSME loan & subsidy ecosystem
- Skill development in client handling & financial documentation
Interview Address
313 3rd floor Suncor Plaza near Jasoda BRTS Stand Jasoda Nagar , Jashoda Nagar, Ahmedabad