Junior Financial Coach - Client Support

Company: Triovest Finance Advisory Private Limited

Location: WeWork, Krishe Emerald, Kothaguda, Hyderabad

Employment type: Full-time, work from office

Salary: 18,000- 25,000 per month plus performance incentives

Experience: Freshers to two years

Training: 30 days of structured training provided

About the role

Triovest Finance Advisory Private Limited is looking for a Junior Financial Coach to support clients in understanding their loans, cash flow, budgeting and financial goals.

This is an entry-level, client-support position suitable for finance graduates who are interested in building a career in personal finance and financial coaching.

Responsibilities

• Conduct structured client-support and financial-information collection calls.
• Understand clients' income, expenses, loans and financial goals.
• Help clients complete financial worksheets and submit required documents.
• Explain general concepts related to loans, EMIs, budgeting and cash-flow management.
• Maintain accurate client updates in Excel, Google Sheets or the company CRM.
• Follow up with clients regarding pending information and agreed action points.
• Escalate advanced loan, investment or financial-planning cases to senior professionals.

Eligibility

• BBA, BBM, MBA Finance or a related qualification.
• Freshers with a strong interest in personal finance may apply.
• Good communication skills in Telugu and English.
• Comfortable communicating with clients through calls, WhatsApp and Zoom.
• Basic knowledge of Excel or Google Sheets.
• Responsible, client-friendly and willing to learn.
• Candidates with exposure to banking, loans, financial services, customer support or relationship management will have an advantage.

Training provided

Selected candidates will receive 30 days of structured training covering:

• Client communication
• Home-loan and EMI fundamentals
• Cash-flow and budgeting concepts
• Financial worksheets and reporting
• Client follow-up and support processes

Career path

Junior Financial Coach

Senior Financial Coach

Lead Financial Coach

Client Financial Planning Manager

How to Apply

Interested candidates can send their updated resume to:

Triovest Finance Advisory Private Limited

WeWork, Krishe Emerald, Kothaguda, Hyderabad - 500081