Direct Sales Officer - Deposit Mobilization

About the role

CredPal, a financial technology company offering credit cards and investment solutions, is hiring experienced Direct Sales Officers to acquire new customers, turn prospects into active investors and grow its investment portfolio. The role covers the full sales process, from lead generation to conversion, and is offered full time, hybrid, at mid-level.

Key responsibilities

• Identify and acquire new investors through outbound calls, referrals, networking, digital leads, partnerships and direct prospecting.
• Meet and exceed customer acquisition, sales and investment mobilization targets.
• Generate, qualify and manage leads through the sales pipeline until conversion.
• Present investment products, explaining features, benefits, returns, terms and conditions, and recommend suitable products to each customer.
• Maintain a strong pipeline of prospective investors and build relationships with existing customers to drive retention, repeat investments and referrals.
• Identify cross-sell and upsell opportunities, attend business development events, and follow up consistently with prospects and customers.
• Keep accurate records of leads, sales activities, conversions and investment volumes, and report on sales performance and pipeline activity.

Required profile

• Bachelor's degree in Business Administration, Marketing, Finance, Economics or a related field.
• 3-5 years of experience in direct sales, investment sales, business development, banking, fintech or financial services.
• Proven track record of meeting or exceeding sales and investment mobilization targets.
• Existing network of prospective investors or high-value customers is highly desirable.

Required skills

• Prospecting, lead generation, negotiation and closing.
• Strong understanding of investment and financial products.
• Excellent communication, persuasion, presentation and relationship management skills.
• Ability to manage a sales pipeline independently from prospecting to conversion.

What we offer

• Competitive salary package with performance-based incentives.
• Professional development opportunities.
• A collaborative, inclusive work culture and supportive management team.