Sales Analyst
You will reach out to prospective clients through email, social media, and other channels, identify potential clients, conduct sales calls and meetings, follow up with prospects, prepare investor relations materials, and coordinate with the outbound sales team.
Responsibilities
- Reach out to prospective clients through email social media and other channels
- Find contacts of potential clients through public sources
- Conduct initial and subsequent sales calls and meetings with prospects
- Follow up periodically with clients after initial contact
- Prepare investor relations materials and presentations on investment products
- Coordinate with the outbound sales team to manage prospective client relationships
Requirements
- Advanced degree or MBA from a top university in Engineering Marketing or Communications
- Excellent communication skills
- Networking skills
- Ability to work independently
- Ability to work on a flexible schedule
- Knowledge of Microsoft Office Suite
- Attention to detail
- Prior sales or business development experience in a financial institution or consulting company
- Experience with CRM software such as HubSpot CRM
- Experience preparing presentations for an investment manager
- Knowledge of Chinese or other languages