Collect daily schedule, document checklists & acknowledgment slips.
Call customer to confirm address, time, and required documents.
Show ID card and behave professionally.
Verify customer identity (PAN/Aadhar).
Check all documents as per checklist.
Count documents and fill acknowledgment slip.
Give customer copy of acknowledgment.
Keep documents safely in sealed envelope.
Do NOT collect cash or give loan commitments.
Maintain confidentiality at all times.
Submit all documents to branch/operations the same day.
Get receiving signature on log sheet.
Update manager/CRM about visit status.