Sales Analyst (m/f/d)
Core
Support the success of the WealthTech platform QPLIX by assisting Sales & Relationship Managers in lead generation, conversion, and market strategy development for clients including family offices, financial institutions, and pension funds.
Role type
Sales Analyst (WealthTech)
Builds
Lead generation and conversion support, RFP handling, market screening, and partner relationship development for QPLIX platform.
Domain
WealthTech / Financial Services
Deliverable
product features
Required skills
Lead generation, pitch presentation support, RFP analysis, target market screening, partner relationship management, financial market knowledge, asset category knowledge
Preferred skills
Experience in wealth management, auditing, or financial sector sales
Technologies
None stated
Responsibilities
Providing support with lead generation and lead conversion, Convincing pitch presentations for prospect clients with Sales & Relationship Managers, Analysis and handling of RFPs, Targeted contact with potential new customers, Developing and maintaining of relationships with partners, Screening of target markets with regard to market strategies
Seniority
Individual Contributor