Key Responsibilities Generate business through sales of equity, mutual funds, insurance, bonds, SIPs, IPOs, and other financial products

Acquire recent 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 qualified 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
🏢 Clupen Business Solutions
📍 Kochi