Field Executive

Sri Sathya Sai Consultants Pvt. Ltd.; Chennai; On-site; INR 201,000 - 312,000; Full time

Job summary

Sri Sathya Sai Consultants Pvt. Ltd. is seeking a field operations assistant in Chennai, Tamil Nadu. The role requires visiting client sites, banks, and vendors to collect and deliver essential documents, invoices and signatures, while ensuring proper document handling and security.

You will also manage office folders, verify details, and return items after field work. Strong routing, time-management, and professional coordination with clients and staff are essential for timely task completion.

Responsibilities

• Visit client locations (banks, vendors) to collect and deliver documents such as invoices and signatures.
• Collect client folders from the office before field visits; verify names, documents, and instructions; return after completion.
• Maintain folder/document tracking: collection, acknowledgement, movement, handover and follow-up for pending items.
• Purchase approved office and staff items; verify quantity, price and submit bills and balances.
• Handle authorized payment collection and cash with proper records and acknowledgments.
• Plan efficient routes for multiple field visits using maps; manage time to meet deadlines.
• Coordinate with clients, vendors, employees and staff; provide timely updates and protect confidentiality.

Job description

Role & responsibilities

1. 1. Visit client places, bank, vendor, and other assigned locations to collect and deliver client details, documents, purchase bills, invoices, signatures, and other office-required documents.
2. 2. Collect client folders/files from the office before field visits, verify the client name, documents, instructions, and work requirements, and safely return the folders and collected documents to the concerned staff after completion.
3. 3. Maintain proper folder and document tracking, including collection, acknowledgement, movement, handover, and follow-up for pending documents, bills, signatures, or other requirements.
4. 4. Purchase approved office and staff-required items/materials, verify quantity, quality, price, bills/invoices, and submit purchase documents and balance amounts correctly.
5. 5. Handle authorized payment collection, payment handover, purchase payments, and cash responsibly with proper acknowledgement, records, and supporting details.
6. 6. Plan efficient routes for multiple field visits using Google Maps/navigation, manage time effectively, and complete assigned collections, purchases, deliveries, and client visits within the required timeline.
7. 7. Coordinate professionally with clients, vendors, employees, and office staff, provide timely field updates, resolve routine field-level issues, and ensure the safety, confidentiality, and integrity of documents, payments, and company property.