Key Responsibilities

- Generate business through sales of equity, mutual funds, insurance, bonds, SIPs, IPOs, and other financial products
- Acquire new clients through referrals, cold calling, networking, and field activities
- Advise clients on investment opportunities and financial products
- Promote demat and trading accounts
- Conduct investor awareness activities and seminars
- Update clients on market trends, IPOs, NFOs, SIPs, insurance, and investment opportunities
- Maintain client relationships and provide ongoing support
- Achieve sales targets and revenue goals
- Prepare daily sales reports and coordinate with branch heads

About Company: Clupen Business Solutions LLP is a newly established, forward-thinking company committed to helping businesses in India achieve their goals through creative recruitment solutions, impactful digital marketing, creative content writing, and professional WordPress web development. Founded in 2023, Clupen aims to bridge the gap between businesses and the digital-first world, offering end-to-end services tailored to meet the unique needs of each client. As we begin our journey, our vision, skills, and dedication ensure that every project we undertake is driven by quality and results.

📌 Financial Sales Consultant in Kochi (India)
🏢 Clupen Business Solutions
📍 India