Field Executive

Sri Sathya Sai Consultants Pvt. Ltd.

Key Responsibilities

• 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.
• Collect client folders/files from the office before field visits, verify client name, documents, instructions, and work requirements, and safely return folders and collected documents to concerned staff after completion.
• Maintain proper folder and document tracking, including collection, acknowledgement, movement, handover, and follow-up for pending documents, bills, signatures, or other requirements.
• Purchase approved office and staff-required items/materials, verify quantity, quality, price, bills/invoices, and submit purchase documents and balance amounts correctly.
• Handle authorized payment collection, payment handover, purchase payments, and cash responsibly with proper acknowledgement, records, and supporting details.
• 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.
• 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.