Field Visits: Travel across Mumbai to franchisees and banks to collect physical KYC, income proofs, and property/legal documents.
Document Verification: Conduct preliminary on-the-spot checks of original papers against photocopies for accuracy and authenticity.
Liaison & Coordination: Coordinate seamlessly with internal credit, legal, and operations teams, as well as external technical vendors.
Disbursement Support: Help complete fast-track signing of loan agreements, franking formalities, and collection of signed legal undertakings before fund release.
Reporting & MIS: Update daily visit logs, upload verified digital copies onto the companys mobile/CRM application in real-time, and report discrepancies immediately.
Requirements & Qualifications
Education: Minimum Graduate (Commerce, Arts, or Science preferred)
Experience: 1 to 2 years of relevant field experience (prefer in home loans, mortgage operations, or banking collection/verification processes) within the Mumbai region.
Skills:
Smart, energetic, and professional presentation for face-to-face client interactions.
Sound working knowledge of local geography and routes across Mumbai/MMR.
Good command of English, Hindi, and Marathi for smooth client communication.
Tech-savvy with hands-on usage of mobile document apps and CRM tools.
