Direct Sales Officer - Deposit Mobilization

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 Title: Direct Sales Officer - Deposit Mobilization

Job Type: Full Time/Hybrid

Level: Mid-Level

Purpose Statement

We are looking to hire experienced and results-driven Direct Sales Officers to acquire new customers, convert prospects into active investors, and grow our investment portfolio.

The role involves proactively sourcing and engaging prospects through multiple channels, including outbound calls, referrals, networking, digital leads, partnerships, and direct prospecting. The successful candidate will manage the sales process from lead generation to conversion while building strong relationships that drive repeat investments and referrals.

Responsibilities

• Proactively identify and acquire new investors through outbound calls, referrals, networking, digital leads, partnerships, direct prospecting, and other approved sales channels.
  

• Meet and exceed assigned customer acquisition, sales, and investment mobilization targets.
  

• Generate, qualify, and manage leads through the sales pipeline from initial engagement to conversion.
  

• Conduct outbound calls and follow-ups with prospective customers to drive conversion into active investors.
  

• Present and explain investment products, including key features, benefits, returns, terms, and conditions.
  

• Understand customers’ investment objectives and recommend suitable products based on their needs and preferences.
  

• Develop and maintain a strong pipeline of prospective investors and continuously pursue new business opportunities.
  

• Build and maintain strong relationships with existing customers to drive retention, repeat investments, and referrals.
  

• Identify opportunities to cross-sell and upsell relevant products and services.
  

• Attend meetings, networking opportunities, activations, and other business development engagements where required.
  

• Follow up consistently with prospects and customers to ensure timely conversion and a positive customer experience.
  

• Maintain accurate records of leads, sales activities, conversions, and investment volumes.
  

• Track and report on sales performance, pipeline activity, conversion rates, and investment mobilization.
  

• Maintain up-to-date knowledge of investment products, market offerings, and customer trends.
  

• Consistently meet daily, weekly, and monthly sales and activity targets.
  

• 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, customer acquisition, and investment mobilization targets.
  

• Strong prospecting, lead generation, negotiation, and closing skills.
  

• Existing network of prospective investors or high-value customers is highly desirable.
  

• Experience acquiring customers through referrals, networking, direct outreach, digital leads, partnerships, and outbound calls.
  

• Strong understanding of investment and financial products.
  

• Excellent communication, persuasion, presentation, and relationship management skills.
  

• Ability to independently manage a sales pipeline from prospecting through conversion.
  

• Comfortable working in a highly target-driven and performance-focused environment.
  

• Competitive salary package with performance-based incentives.
  

• Professional development opportunities.
  

• A collaborative and inclusive work culture that fosters growth and innovation.
  

• Opportunity to work with cutting-edge products and technologies.
  

• Supportive and approachable management team dedicated to your success.