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 work.
Good communication and interpersonal skills (Hindi, English, and regional language).
Ability to travel for field visits and handle multiple assignments.
Basic mobile application handling skills.
Discipline, integrity, and customer-oriented approach.
Number of PD cases completed within TAT.
Accuracy and quality of reports submitted.
Customer interaction feedback.
Compliance with company policies and client expectations