Telesales Executive
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Job Summary
CredPal is a leading financial technology company that offers a comprehensive range of financial solutions including credit cards and investment opportunities to empower individuals. Our mission is to revolutionize access to credit and investment enabling individuals to take charge of their financial well-being.
Job Type: Full Time/Hybrid
Level: Junior - Mid
Purpose Statement
We are seeking a highly driven and commercially minded Telesales Executive Wealth to support the growth of CredPals wealth and investment business.
The role will be responsible for identifying engaging and converting prospective investors while also re-engaging churned and inactive customers to drive renewed investment activity. You will guide customers through available investment opportunities build strong investor relationships drive fund mobilisation and support retention renewals and repeat investments.
The successful candidate will be target-driven persuasive relationship-focused and comfortable engaging both new and existing customers on financial and investment products in a fast-paced fintech environment.
Responsibilities
Investment Mobilisation: Drive inflows by actively selling CredPals approved wealth and investment products to prospective existing and returning customers.
Outbound Sales: Engage prospects through calls WhatsApp email referrals and other approved channels to generate and convert investment opportunities.
Churned Customer Reactivation: Proactively contact churned inactive and lapsed customers to understand reasons for disengagement and drive reactivation renewed funding and repeat investment.
Lead Generation: Source qualify and nurture prospective investors through customer databases referrals campaigns networking and targeted outreach.
Investor Conversion: Own prospects through the full sales journey from initial engagement and qualification to onboarding funding and successful investment placement.
Investor Relationship Management: Build and maintain strong relationships with investors to encourage retention renewals referrals and repeat investments.
Needs Assessment: Understand each investors financial objectives liquidity needs and investment preferences and recommend suitable approved products.
Target Achievement: Consistently meet and exceed assigned mobilisation conversion reactivation retention and revenue targets.
Objection Handling: Address investor concerns professionally communicate product benefits and terms clearly and move qualified prospects toward conversion.
Pipeline Management: Maintain a healthy pipeline of prospects active investors churned customers and renewal opportunities with clear follow-up actions.
Renewals & Retention: Proactively engage investors approaching maturity and support reinvestment renewal and retention efforts.
CRM & Reporting: Maintain accurate records of investor interactions follow-ups conversions churn reasons reactivation status funding status and sales activity.
Campaign Execution: Support investment campaigns churn-win-back campaigns promotions product launches and other wealth mobilisation initiatives.
Market Intelligence: Provide feedback on investor preferences churn reasons objections competitor offerings pricing and market trends.
Cross-Functional Collaboration: Work closely with Wealth Finance Operations Product Marketing and Customer Experience teams to resolve investor issues and improve conversion and retention.
Product Knowledge: Maintain strong knowledge of CredPals wealth products rates tenors processes and investor value propositions.
Compliance: Ensure all investor engagements and sales activities comply with internal policies regulatory requirements and responsible-selling standards.
Bachelors degree in Business Administration Marketing Finance Economics or a related field.
Minimum of 2 - 4 years of experience in telesales investment sales wealth management banking fintech or financial services.
Proven track record of meeting and exceeding sales mobilisation or revenue targets.
Strong experience in outbound calling lead conversion customer retention and reactivation of inactive or churned customers.
Good understanding of investment products customer onboarding renewals and relationship management.
Excellent communication persuasion negotiation and objection-handling skills.
Strong customer relationship and follow-up skills with the ability to manage multiple prospects and investors.
Experience using CRM tools and maintaining accurate sales and customer records.
Strong commercial awareness and ability to identify opportunities for repeat investments renewals and referrals.
Target-driven resilient proactive and comfortable working in a fast-paced sales environment.
Good attention to detail and ability to communicate financial products clearly and responsibly.
Experience in fintech wealth management investment sales or financial services is strongly preferred.
Competitive salary and performance-based incentives.
Hybrid work arrangement with flexibility.
Career growth and professional development opportunities.
Exposure to wealth management investment products and high-impact fintech operations.
Opportunity to work with innovative financial products and digital technologies.
Collaborative and inclusive work culture that encourages growth and continuous learning.
Supportive and approachable management team committed to your success.
Required Skills:
Minimum of 2 - 4 years of experience in telesales investment sales wealth management banking fintech or financial services. Proven track record of meeting and exceeding sales mobilisation or revenue targets. Strong experience in outbound calling lead conversion customer retention and reactivation of inactive or churned customers. Good understanding of investment products customer onboarding renewals and relationship management. Excellent communication persuasion negotiation and objection-handling skills. Strong customer relationship and follow-up skills with the ability to manage multiple prospects and investors. Experience using CRM tools and maintaining accurate sales and customer records. Strong commercial awareness and ability to identify opportunities for repeat investments renewals and referrals. Target-driven resilient proactive and comfortable working in a fast-paced sales environment. Good attention to detail and ability to communicate financial products clearly and responsibly. Experience in fintech wealth management investment sales or financial services is strongly preferred.
Required Education:
Bachelors degree in Business Administration Marketing Finance Economics or a related field.
