Hybrid Sales Analyst – Institutional

Posted last week

Apply now

About the role

  • Conduct in-depth market research to discover potential customers and target markets within the AIF space.
  • Reach out to prospects through email, calls, and other channels to spark interest and build connections.
  • Assess potential clients against key criteria to ensure quality and relevance, understanding their needs and how our solutions fit.
  • Maintain an accurate and up-to-date CRM database of all leads, interactions, and progress.
  • Work closely with the sales team, sharing insights and supporting strategies to maximise conversion.
  • Follow up with prospects, answer queries, and provide information to move leads through the sales funnel.
  • Keep track of market trends, competitor activity, and emerging opportunities to refine lead generation tactics.
  • Uphold GDPR and data protection best practices throughout all lead generation activities.

Requirements

  • Proven experience in lead generation, cold calling, or outbound sales, ideally within financial services, payments, or FX.
  • Excellent communication and interpersonal skills with the ability to build rapport quickly.
  • A self-motivated, target-oriented mindset with a history of meeting or exceeding KPIs.
  • Strong organisational and time management skills.
  • Familiarity with CRM systems and lead management tools.
  • Knowledge of the payments or FX industry is a plus, but not essential.
  • A team player with a winning mentality, resilience, and adaptability in a fast-paced environment.

Benefits

  • 25 days’ annual leave plus bank holidays and an extra day off for your birthday!
  • Holiday loyalty scheme.
  • Life Insurance.
  • Work abroad scheme.
  • Pension scheme via a salary exchange scheme.
  • Access to a financial education, planning and coaching platform.
  • Membership with Healthcare platform.
  • Salary exchange nursery fees.
  • Enhanced parental leave.
  • Cycle to work.
  • Career development and progression tools.
  • Company events – Sporting events, pub nights, seasonal parties, socials.

Job title

Sales Analyst – Institutional

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job