Finance Calling Executive

Company: Triovest Finance Advisory Private Limited

Location: Hyderabad

Job Type: Full-Time

Work Type: Work From Office

Salary: ₹15,000 - ₹18000 per month

Experience: 0–2 years of sales / calling experience

Education: MBA Finance / Finance background mandatory

We are hiring a Finance Calling Executive to handle direct leads, speak with clients, collect their home loan and financial details, prepare basic X-Ray sheets, and explain the next step clearly.

This role is suitable for candidates from a finance background, preferably MBA Finance, who are comfortable speaking with clients, asking financial questions, collecting data, and supporting the team in preparing client financial reviews.

This is not a general telecalling role. The candidate should understand basic finance concepts and be willing to learn about home loans, EMI, CIBIL, interest rates, loan tenure, and client financial data.

Key Responsibilities

- Call direct leads received by the company.
- Make 40–50 calls per day to assigned leads and follow-up clients.
- Speak with clients and understand their home loan / financial requirement.
- Collect required client financial and home loan details.
- Prepare basic client X-Ray sheet immediately after data collection.
- Update all client details in CRM / Google Sheets.
- Follow up with clients for missing data.
- Explain the next step after X-Ray sheet preparation.
- Coordinate with team for review and next action.
- Maintain proper call remarks, lead status, and follow-up dates.
- Make sure no direct lead is missed or delayed.

Eligibility Criteria




- MBA Finance / finance background is mandatory.
- 0–2 years of sales, calling, client coordination, or financial services experience.
- Must be comfortable making 40–50 calls per day.
- Must be comfortable speaking with clients on phone and WhatsApp.
- Should have basic understanding of finance, loans, EMI, interest rate, CIBIL, and banking.
- Good communication skills in Telugu and English.
- Basic Excel / Google Sheets knowledge required.
- Should be responsible, disciplined, and good at follow-ups.

Preferred Candidate Background

Candidates from these backgrounds are preferred:

- MBA Finance fresher
- Finance sales executive
- Financial services executive
- Banking sales executive
- Loan calling executive
- Client relationship executive
- Customer support executive from finance industry
- Home loan / personal loan calling background

Daily Work Expectations
- Make 40–50 calls daily.
- Call assigned direct leads daily.
- Collect complete client data.
- Prepare X-Ray sheet without delay.
- Update CRM after every call.
- Follow up on pending details.
- Share daily report

Significant Skills Required
- Finance understanding
- Client communication
- Sales calling confidence
- Follow-up discipline
- Data accuracy
- CRM / Excel updating
- Ability to explain basic finance clearly

Work Location

Hyderabad – Kondapur - Work From Office email : [email protected]

phone no: 91 (phone hidden)

Interested candidates can apply with their updated resume.

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits

- Paid sick time
- Paid time off

Work Location: In person

📌 Finance Calling Executive (Hyderabad)
🏢 Triovest Finance Advisory
📍 Hyderabad