Customer Visit & Documentation:
Visit customer’s home or preferred location after the sale.
Collect and verify original documents (RC, ID proof, address proof, bank details, etc.).
Ensure all documents are signed properly by the customer as per standard process.
Finance Coordination:
Share collected documents with the finance team in real-time.
Coordinate for any missing or additional documentation as requested by the finance team.
Follow up until the amount is successfully disbursed to the customer.
Customer Interaction:
Provide basic clarity to customers about the document process if needed.
Maintain a polite, respectful, and trustworthy interaction at the customer’s location.
Reporting & Tracking:
Update the internal system (or via WhatsApp/Excel, as per process) after every visit.
Submit documents physically if required to the central team.
Escalate issues or customer concerns to the supervisor immediately.
Requirements:
Minimum 10th/12th pass.
Valid two-wheeler license and vehicle (mandatory).
Familiar with city routes and comfortable with field work.
Trustworthy, well-groomed, and good with basic communication.
Experience in document collection or field coordination is a plus.