The Field Sales Executive – Document Collection is responsible for visiting customers to collect all required documents for solar plant installation, government approvals, financing, and net metering processes. The role ensures that all customer documentation is accurate, complete, and submitted within the required timelines while maintaining excellent customer service and coordination with internal departments.
Key Responsibilities
Customer Coordination
- Contact customers to schedule document collection visits.
- Explain the documentation requirements for solar installation and approval processes.
- Build and maintain professional relationships with customers throughout the project.
Document Collection
- Collect all required customer documents, including:
- Aadhaar Card
- PAN Card
- Electricity Bill
- Property Ownership Documents
- Passport-size Photographs
- Bank Passbook/Cancelled Cheque
- KYC Documents
- Loan Documents (if applicable)
- Any additional documents required for subsidy, financing, or utility approvals.
- Verify that all collected documents are complete, legible, and valid.
- Obtain customer signatures on required agreements and application forms.
Verification & Compliance
- Cross-check customer information for accuracy.
- Ensure documentation complies with company policies and utility board requirements.
- Report any discrepancies or missing documents immediately.
Internal Coordination
- Submit collected documents to the Documentation Team within the prescribed timeline.
- Coordinate with the Sales, Technical, Finance, and Operations departments to resolve documentation issues.
- Follow up with customers to obtain pending or corrected documents.
Record Management
- Maintain daily records of customer visits and document collection status.
- Update CRM or company software with customer progress and document status.
- Ensure the confidentiality and security of customer information.
Customer Support
- Provide customers with updates regarding documentation progress.
- Assist customers with completing forms and applications.
- Address customer queries professionally and escalate complex issues when required.
Key Performance Indicators (KPIs)
- Number of customer visits completed.
- Document collection completion rate.
- Accuracy of submitted documentation.
- On-time submission of documents.
- Customer satisfaction.
- Reduction in documentation-related project delays.
Required Qualifications
- Bachelor's Degree or Diploma (preferred).
- Valid two-wheeler driving license.
- Willingness to travel extensively.
- Basic computer knowledge (MS Office, Google Workspace, CRM).
- Familiarity with document verification and customer handling.
Required Skills
- Excellent communication and interpersonal skills.
- Customer relationship management.
- Strong organizational and time management skills.
- Attention to detail.
- Problem-solving ability.
- Documentation and record management.
- Teamwork and coordination.
- Professional appearance and conduct.
Experience
- 1–3 years of experience in field operations, document collection, sales support, banking, finance, telecom, insurance, or solar industry preferred.
- Freshers with strong communication skills and willingness to travel may also apply.
Working Conditions
- Extensive field visits to customer locations.
- Travel within assigned territories.
- Vehicle provided by company.
- Flexible working hours based on customer appointments.
Performance Expectations
- Ensure 100% accurate document collection.
- Meet daily and monthly document collection targets.
- Minimize delays caused by incomplete documentation.
- Maintain high standards of professionalism and customer satisfaction.
- Support smooth execution of solar installation projects by ensuring timely documentation.
Company Assets
- Company ID Card (Mandatory)
- Mobile Phone (if provided)
- Company SIM Card (if applicable)
- Field Visit Register/CRM Access
- Travel Allowance as per company policy
Code of Conduct
- Represent the company professionally at all customer locations.
- Maintain confidentiality of customer documents and personal information.
- Follow all company policies and ethical standards.
- Report daily activities and submit all collected documents on time.
- Avoid accepting any unauthorized payments or commitments on behalf of the company.
