Telesales Executive - Investment & Wealth

About the role

CredPal, a financial technology company offering credit cards and investment opportunities, is looking for a Telesales Executive to support its wealth and investment business. The role identifies, engages and converts prospective investors, re-engages churned and inactive customers, guides them through investment opportunities and supports fund mobilisation, retention and renewals. It is a full-time, hybrid position at junior to mid level.

Key responsibilities

• Sell approved wealth and investment products to prospective, existing and returning customers and drive inflows.
• Engage prospects through calls, WhatsApp, email, referrals and other approved channels, and own prospects through the full sales journey to onboarding and funding.
• Contact churned, inactive and lapsed customers to understand why they left and drive reactivation and renewed funding.
• Source, qualify and nurture leads through databases, referrals, campaigns and networking.
• Assess each investor's objectives, liquidity needs and preferences and recommend suitable products.
• Build investor relationships to encourage retention, renewals, referrals and repeat investments.
• Meet and exceed mobilisation, conversion, reactivation, retention and revenue targets.
• Maintain a healthy pipeline of prospects, active investors, churned customers and renewal opportunities.
• Support renewals, retention, investment campaigns, churn-win-back campaigns, promotions and product launches.
• Keep accurate records of investor interactions, conversions, churn reasons, funding status and sales activity, and provide market intelligence on investor preferences, objections and competitors.
• Work with Wealth, Finance, Operations, Product, Marketing and Customer Experience teams and ensure compliance with policies and responsible-selling standards.

Required profile

• Bachelor's degree in Business Administration, Marketing, Finance, Economics or a related field.
• 2 to 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.
• Experience in outbound calling, lead conversion, customer retention and reactivating churned customers.
• Good understanding of investment products, onboarding, renewals and relationship management.
• Strong communication, persuasion, negotiation and objection-handling skills; able to manage multiple prospects.
• Experience with CRM tools and accurate sales records; experience in fintech, wealth management or investment sales strongly preferred.

What we offer

• Competitive salary and performance-based incentives.
• Hybrid work arrangement with flexibility.
• Career growth and professional development opportunities.
• Exposure to wealth management, investment products and fintech operations.
• Collaborative work culture and supportive management.