Field Executive

Stylein Consultancy; Sirsa, Devadurga taluk, Honnali; On-site; INR 240,000 - 360,000; Full time

Job summary

Stylein Consultancy is hiring for a Field Executive to drive broker activation, customer outreach, and documentation support across assigned territories in Indore, Bhopal, Sirsa, Raichur, Devangere, Kanpur.

You will visit brokers and customers, collect documents, verify KYC, and guide applicants from form submission to disbursement, while coordinating with operations and credit teams to resolve queries and ensure compliant submissions.

Qualifications

• Graduate in any discipline; Commerce or BBA preferred.
• 0–3 years of experience in field sales, banking, insurance, or financial services; motivated freshers will be considered.
• Two-wheeler with a valid driving licence is mandatory for most locations.
• Strong interpersonal skills; ability to build rapport quickly with partners and customers.
• Fluency in the regional language of the assigned geography is essential.

Responsibilities

• Activate and regularly engage broker and DSA partner.
• Conduct customer visits for document collection, KYC verification, and application pre-screening.
• Guide customers through the loan journey from form-filling to disbursement and ensure accurate documentation.
• Coordinate with operations and credit teams for application status, query resolution, and pending document follow ups.
• Maintain daily call logs, visit reports, and activity trackers as required by the Regional Manager.
• Distribute marketing materials and address first-level queries from brokers and customers.
• Support collection activities where required — soft follow-ups on due EMIs and escalation of difficult cases.
• Ensure all sourced applications meet KYC/AML standards before submission.
• Represent the company professionally and build a positive brand presence in the local market.

Skills

Field sales

Interpersonal skills

Two-wheeler

Regional language fluency

Education

Graduate in any discipline

Commerce or BBA preferred

Job description

About the Role

Location - Indore , Bhopal, Sirsa, Raichur, Devangere, Kanpur

Field Executives are the ground-level force driving broker activation, customer acquisition, and documentation support across assigned territories. This is a high-energy, people-facing role suited to candidates with strong local networks and a desire to build a career in financial services.

Key Deliverables (What Will You Do)

• Activate and regularly engage broker and DSA partn
• Conduct customer visits for document collection, KYC verification, and application pre-screening.
• Guide customers through the loan journey from form-filling to disbursement and ensure accurate documentation.
• Coordinate with operations and credit teams for application status, query resolution, and pending document follow ups.
• Maintain daily call logs, visit reports, and activity trackers as required by the Regional Manager.
• Distribute marketing materials and address first-level queries from brokers and customers.
• Support collection activities where required — soft follow-ups on due EMIs and escalation of difficult cases.
• Ensure all sourced applications meet KYC/AML standards before submission.
• Represent the company professionally and build a positive brand presence in the local market.

Job Specification (What Will You Need)

• Graduate in any discipline; Commerce or BBA preferred.
• 0–3 years of experience in field sales, banking, insurance, or financial services; motivated freshers will be considered.
• Two-wheeler with a valid driving licence is mandatory for most locations.
• Strong interpersonal skills; ability to build rapport quickly with partners and customers.
• Basic comfort with smartphone apps, WhatsApp, and digital form-filling tools.
• Fluency in the regional language of the assigned geography is essential.