Job description
About the Role
As a Telesales Associate, you will be the first point of contact for prospective users. Your mission is to engage inbound and outbound leads, educate them on our investment products (global and local equities, mutual funds, ETFs), and guide them to actively fund and trade on the platform. This is a fast-paced role that blends active sales, customer education, and pipeline management.
Key Responsibilities
● Outbound & Inbound Sales: Call warm leads, inactive sign-ups, and prospective users to introduce Chaka’s investment products and drive platform adoption. ● Account Activation & Onboarding: Walk new users through the registration, KYC verification, and first-time deposit processes to ensure a seamless setup. ● Upselling & Cross-Selling: Engage existing retail clients to understand their financial goals and pitch higher-value portfolios or new product offerings.
● Objection Handling & Education: Demystify global stock trading, local market options, and security/regulatory compliance (SEC Nigeria) for beginners. ● Lead Tracking & CRM Hygiene: Maintain accurate records of all call activities, customer feedback, and follow-up schedules in our CRM. ● Target Achievement: Meet or exceed weekly and monthly key performance indicators (KPIs), including call volume, account activation rates, and value of funded accounts.
Qualifications
& Experience ● Education: Bachelor’s degree in Finance, Economics, Business Administration, Mass Communication, or a related discipline. ● Experience: 0–2 years of experience in telesales, inside sales, customer success, or relationship management (prior fintech, banking, or brokerage experience is a major plus). ● Capital Markets Interest: A strong curiosity or basic understanding of how the stock market, mutual funds, and dollar investments work (we will train you, but passion is required).
● Communication Powerhouse: Exceptional verbal and written communication skills with a highly persuasive and professional phone etiquette. ● Numerate & Coachable: Comfortable working with numbers, tracking your own performance metrics, and learning new sales tools quickly. Core Competencies ● Resilient Mindset: A positive attitude with the grit and persistence required to handle objections and hit sales targets.
● Strong Empathy: Excellent active listening skills to build trust and tailor investment recommendations to user needs. ● High Organization: Ability to prioritize a large pool of leads and manage daily follow-ups efficiently without losing track.