Finance Calling Executive

Triovest Finance Advisory Pvt Ltd · Hyderabad

Pay₹15,000–20,000a month, as listed

WhereHyderabadTelangana

TypeFull time

Posted29 Sep27 days ago, via SimplyHired

Kaam checked

No fee, deposit or pay-to-apply signs

Good spoken and written English expected

Day work

No vehicle or licence needed

Skills they list13 named

Cold callingMicrosoft ExcelTeluguSalesEnglishFinanceMaster's degreeFinancial conceptsFinancial servicesBusiness AdministrationMBACommunication skillsBanking

About this job

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

Job Description

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

Important 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: support@triovestadvisory.com
phone no: +91 8328607253

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

Never pay to get work. If a listing asks for a fee, it is a scam. The ten signs →