Field Executive – KYC & Loan Onboarding

Company

Loan2grow Fincap Private Limited

Department

Operations – KYC & Onboarding

Designation

Field Executive – KYC & Loan Onboarding

Locations

Gurugram, Noida and Bengaluru

Work Mode

Primarily field-based

Employment Type

Full-time

Reporting to

Head of Operations

About the Role

Loan2grow Fincap Private Limited is looking for field-oriented, detail-focused executives to support customer acquisition handovers, KYC collection and loan application onboarding across its lending products.

The selected candidates will work directly with customers, employees, institutional partners, platform partners and small businesses to facilitate timely submission of KYC information and completion of application formalities. The role involves regular field visits, document collection, customer guidance and coordination with the internal Operations team.

The objective is to ensure that loan applications are complete, accurate and ready for the next stage of processing, while providing customers with a smooth and professional onboarding experience.

• Key ResponsibilitiesA. Field-Based Customer Onboarding

Visit customers, partner locations, institutions, business establishments and other assigned locations to facilitate loan onboarding.

Explain the application process, required documentation and next steps to prospective and existing customers.

Assist customers in completing application forms and submitting required information through approved digital or physical channels.

Coordinate field visits according to daily routes, customer appointments and operational priorities.

Maintain records of visits, customer interactions, application status and pending actions.

B. KYC Collection & Application Completeness

Collect and check required KYC documents and information using the company's approved checklist.

Facilitate the submission of identity, address, bank-account and other required information, as applicable to the product and customer category.

Check that submitted documents are legible, complete and consistent with the information provided in the application.

Identify missing information, mismatches and incomplete applications, and help customers correct them.

Upload or submit documents through the designated system in accordance with company procedures.

Escalate suspected discrepancies, potential fraud indicators or unresolved KYC issues to the appropriate internal team.

The Field Executive is responsible for collecting and checking application information against the prescribed checklist. Final verification and acceptance must follow Loan2grow's approved KYC procedures and applicable requirements.

C. Product-Specific Onboarding Support

The executive may be assigned to one or more of the following lending products

Education-fee Finance: Coordinate with educational institutions, parents or students, as applicable, and support application and KYC completion during seasonal enrolment and fee-payment cycles.

Platform-worker Finance: Work with platform partners and workers seeking bike, two-wheeler or work-kit financing to complete application formalities.

SME & Trade Finance

Visit small businesses and borrowers to collect prescribed business, proprietor/entity and related application documents.

Other Products as released over time.

For products where a Lending Service Provider (LSP) or partner performs onboarding activities, the executive will work within the responsibilities specifically assigned to Loan2grow.

D. Coordination with Internal Teams

Coordinate with the Business Development team for assigned customer and partner leads.

Work with the Customer Operations Executive to communicate customer-dependent next steps and follow-up requirements.

Submit complete applications and required supporting documents to the Operations team within agreed timelines.

Respond promptly to requests for clarification or correction of information.

Coordinate with operations team when documentation is flagged as missing, incomplete or inconsistent during the system verification process.

Keep Head of operations or his appointee informed about field progress, unresolved cases and operational bottlenecks.

E. Field Reporting & Data Management

Maintain daily field visit plans and records of completed and pending visits.

Update application status, documents collected, customer availability and next actions in the designated system.

Submit daily activity reports and periodic summaries of onboarding progress.

Track the number of visits, applications supported, complete applications submitted and unresolved documentation issues.

Ensure that physical documents, if collected, are handled and transferred securely under company procedures.

Qualifications & Experience

Graduate in any discipline; candidates with relevant field operations experience may also be considered.

Approximately 1–3 years of experience in field operations, KYC collection, customer onboarding, banking, NBFCs, fintech, microfinance, lending or sales-support roles.

Fresh graduates with strong communication skills, mobility and a willingness to undertake fieldwork may be considered.

Basic smartphone proficiency and the ability to use mobile applications, digital forms and document-upload systems.

Experience with KYC documentation, loan applications, field verification or customer acquisition is an advantage.

Availability of Vehicle/bike for mobility

Required Skills & Competencies

Comfortable with regular local travel and customer-facing fieldwork.

Clear communication and the ability to explain processes in a simple, patient manner.

Attention to detail when checking application information and documents.

Good time management, route planning and follow-up discipline.

Ability to use smartphones and digital applications confidently.

Professional conduct, honesty and respect for customer privacy.

Ability to work independently in the field while maintaining regular communication with the Operations team.

Willingness to meet daily and weekly activity targets witho