Senior Finance Calling Executive – Home Loans

Company: Triovest Finance Advisory Private Limited

Location: Kondapur, Hyderabad

Job Type: Full time | Work From Office

Salary: ₹25,000+ per month

Experience: Minimum 4 years of relevant experience

Education: MBA Finance or a finance background is mandatory

We are hiring an experienced Finance Calling Executive who can independently handle direct home-loan leads, conduct client conversations, collect financial information, prepare Home Loan X-Ray sheets and manage community support.

The candidate must have practical experience in loan sales, banking, financial services or loan-related client support, including hands-on experience handling home-loan enquiries.

In this role, you will:

- Handle assigned direct leads for new home loans, balance transfers and related loan services.
- Make 40–50 calls daily to new leads and follow-up clients.
- Understand the customer’s requirement, assess their readiness and explain the next step clearly.
- Collect accurate details such as current bank, outstanding loan amount, interest rate, EMI, remaining tenure, CIBIL score, income and property information.
- Prepare Home Loan X-Ray sheets using approved templates and coordinate review before sharing recommendations.
- Explain reviewed findings, answer basic loan questions and escalate complex queries to the appropriate senior.
- Follow up for missing information and documents, and coordinate with the loan-processing team.
- Schedule consultations, confirm appointments and follow up with clients who miss calls.
- Maintain accurate CRM records, call remarks, lead stages, next actions and follow-up dates.
- Take ownership of assigned enquiries until the next responsible team member accepts the handoff.





You will also own community and customer support:

- Monitor the company’s WhatsApp communities, groups and assigned support inbox during working hours.
- Respond to programme, webinar, course-access and basic loan-service queries.
- Share approved announcements, session reminders and service updates.
- Record unresolved queries, assign or escalate them to the appropriate person, and follow through until resolved.
- Coordinate with the operations and fulfilment teams to provide accurate client updates.
- Handle client information carefully and communicate professionally.

We are looking for someone who has:

- 4+ years of relevant experience in financial-services calling, loan sales, banking sales or loan-related customer support.
- Practical knowledge of home loans, balance transfers, EMI, interest rates, loan tenure and CIBIL.
- Strong communication skills in Telugu and English.
- Confidence in handling customer questions, objections and follow-up conversations.
- Experience using CRM software and Excel or Google Sheets.
- The ability to manage a daily work queue, meet deadlines and complete tasks without repeated reminders.
- Willingness to work full-time from our Kondapur office.

Daily reporting must include leads contacted, follow-ups completed, data collected, X-Ray sheets prepared, consultations booked, pending documents and unresolved support queries with their next action.

Benefits:

- Paid sick time
- Paid time off

To apply: Send your updated resume, mentioning your relevant experience, loan products handled and notice period. Email: [email protected]

Phone: +91 (phone hidden)

Pay: ₹25,000.00 - ₹28,000.00 per month

Benefits

- Paid sick time
- Paid time off

Work Location: In person

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