Field Executive

Here’s a Job Description (JD) draft for the Personal Discussion (PD) – Field Executive role at VAK Reports:

---

### Job Title: Personal Discussion (PD) – Field Executive

Department: Operations / Verification

Location: \[City/Region]

Reports To: PD Manager / Zonal Head

---

### 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.

---

### 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.

---

### 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.

---

### 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.

---

### 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.

• It is a Full Time Field Sales job for candidates with 0 - 6 months of experience.