Company: BuddhaMoney
Location: Rourkela, Odisha
Work Mode: Work from Office
Employment Type: Full-Time
Experience: 0–1 Year | Freshers Welcome

About BuddhaMoney

BuddhaMoney is a financial services organisation focused on mutual fund distribution, investment-related services, insurance and client relationship management. We aim to help clients make informed financial decisions through goal-based investment solutions and personalised service.

Key Responsibilities

- Handle client queries through phone calls, email and WhatsApp.
- Assist clients with KYC, account opening, SIP registration and other documentation.
- Follow up with clients regarding pending documents, transactions and service requests.
- Maintain accurate client records and update internal tracking sheets and CRM systems.
- Build and maintain strong relationships with existing clients.
- Business Development: Identify and approach potential clients to generate new business opportunities.
- Conduct follow-up calls with prospective clients and schedule meetings to understand their requirements.
- Explain available financial products and services to prospective clients in a explicit and professional manner.
- Support client acquisition, lead management and business growth initiatives.
- Maintain a database of leads, track conversion progress and follow up regularly.
- Coordinate with mutual fund houses,



insurance providers and other financial institutions for client servicing.
- Support the team in achieving business development and client engagement targets.
- Ensure professional communication, accurate documentation and adherence to applicable regulatory guidelines.

Eligibility Criteria

- Graduate in B.Com, BBA, B.Sc or any relevant discipline.
- Freshers and candidates with 0–1 year of experience may apply.
- Good communication skills in English and Hindi; Odia is an advantage.
- Basic knowledge of MS Excel, Word and email.
- Interest in financial services, client handling and business development.
- Willingness to learn about mutual funds, insurance and other financial products.

Preferred Skills

- Good communication and interpersonal skills.
- Confidence in speaking with prospective clients.
- Strong follow-up, organisational and relationship-building skills.
- Positive attitude and willingness to learn.
- Ability to work towards business goals and collaborate with a team.

Salary

As per company standards and candidate suitability.

How to Apply

Interested candidates may share their updated resume with the subject line:

Application for Client Service & Business Development Associate – Rourkela

Pay: ₹120,000.00 - ₹140,000.00 per year

Work Location: In person

📌 Client experience Associate (Rourkela)
🏢 BuddhaMoney
📍 Rourkela