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Field Officer
Purpose: This job holder is required to be adaptable, have good communication skills, and be capable of working independently in line with organizational direction. The job holder plays a
crucial role in bridging the gap between the organization and customers in which its products, services, or operations are delivered and executed. Interact with customers in person to address
concerns, provide information, or gather feedback and build & maintain positive relationships with customers, maintain accurate records and documentation of field activities. Use technology
such as mobile devices, apps and other tools to facilitate fieldwork and data collection. Ensure compliance with industry regulations, standards, and legal requirements.
Key Result Areas Key Performance Indicators Knowledge, Skills & Experience Behaviours
1) Pre- Disbursement Activity:
· Handling foot falls at the dealerships.
· Participating in activities conducted by the
dealer/ MLE (Micro-level events).
· Lead generation through promotional activities
conducted by SFL.
· Generating leads through referrals.
· Field Investigating Activity.
· Dealer interaction for marketing specific
schemes.
· Collection of prospective customer information
2) Disbursement:
· Processing application for approval.
· Obtaining documents from customers for
payment.
· Collection of invoice /Insurance cover note and
other respective papers.
· Processing of loan documents for approval.
· Payment of the finance amount.
3) Post Disbursement:
· Process the confirmation of delivery of vehicle
finance.
· Re Collection of amount and relevant
documents.
· Collection of registration certificate and
insurance policy/ invoice (if applicable).
4) Recovery Management:
· Responsible for initiating repossession
proceedings
· Maintain records of collection and status of
accounts via M-Collect.
5) Customer relations and cross selling:
· Responding to customer queries and grievances · Achieve the sales targets. · Achieve the NPA and NTC targets. · Achieve the working capital targets/ FIT (Fuel Insurance and Tyre) Targets. · Consistently maintain current collection >92%. · Ensure SFA achieve a minimum productivity of 8 (non-tractor) / 5 (Tractor) · 100% digital adaptation · Knowledge of lending · Customer Assessment Skills · Selling Skills · Collection Skills · Negotiation Skills · Communication skills · Presentation skills · Experience: 2 - 5 years in Commercial Vehicle Finance / Construction Equipment Finance/ Farm Equipment Finance/ Retail Asset Financing · Education: Min. Graduation · Process/ Execution Excellence · Personal Productivity · Planning and Organizing · Problem solving & decision-making. · Teamwork · Living the Sundaram Way
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Senior Executive - Customer Relations - Trivandrum at Sundaram Finance.
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Sundaram Finance's application process for this role.