Roles We Staff · BFSI Field Sales & Collections

The field force that drives BFSI businesses.

BFSI field work sits where targets meet conduct. We staff and manage sales, collections and sourcing teams across India, recruited for results and governed for RBI compliance.

Indian financial advisor walking a client through a loan calculation

THE REALITY

The operating reality

Collections is high-pressure, customer-facing work carried out under scrutiny. A field collection executive meets borrowers in person, often in difficult conversations, while carrying recovery targets. A tele-collection agent does the same over the phone, at volume. Every interaction reflects on the lender, and the rules around conduct, contact and customer treatment are not optional.

This is what makes the workforce hard to manage. The same target pressure that drives recovery can push conduct in the wrong direction if the team is not selected, trained and supervised properly. Field movement makes attendance hard to verify. Loan sourcing and DSA work add their own targets and their own compliance exposure. And attrition is high, because the work is demanding and the conduct bar is unforgiving.

You need recovery and you need it clean. That requires a workforce built and governed for both.

ROLES

Roles we staff in this cluster

01

Field Sales & Channel Sales Executives

02

Field Collection Executives

03

Tele-Collection Agents

04

Loan Sourcing Representatives

05

DSA Field Staff

06

Customer Service Agents

HOW WE MANAGE

How Altum manages this workforce

Recruitment fit

We hire for composure, communication and integrity, screened with conduct in mind. In collections, temperament is a qualification.

Geo-fenced attendance

Field attendance is captured at the deployment point, so you know recovery teams are on the ground in the assigned area.

Custom incentive engine

We configure incentives per role, linked to recovery or sourcing outcomes, and structured so that performance is rewarded without incentivising shortcuts.

Attrition control

We track workforce health per deployment point on a RAG view and intervene early, keeping recovery capacity stable rather than reactive.

Account ownership

A named Account Lead, Payroll SME and Compliance SPOC own your account, with a 72-hour escalation path, so conduct and performance issues reach an accountable owner fast.

Compliance

This cluster carries elevated conduct exposure, and we own multi-state compliance across it. Payroll is released only on your approval.

Build a recovery team you can stand behind

Build a recovery team you can stand behind.

Tell us your portfolios, geographies and targets. We will staff the field and tele teams to match.

Unitech Cyber Park, Sector 39, Gurugram 122001 · 9953450011 · info@altum.co.in