- Sales Analyst

4 weeks ago

Mumbai, Maharashtra, India Jericho Ventures Private Limited Full time

About Jericho Ventures Jericho Ventures is a boutique financial distribution firm catering to a focused client base of CXOs New Age Entrepreneurs We specialize in curating and distributing investment products across asset classes with a strong emphasis on personalization discretion and long-term relationships Role Summary We are looking for a sharp and proactive Sales Analyst to strengthen our client acquisition efforts This role will focus on identifying and engaging high-potential prospects initiating first-level conversations and maintaining a structured pipeline of qualified leads for our partners Key Responsibilities Client Prospecting - Research and identify target CXOs founders and professionals from public databases business news LinkedIn and other industry sources- Maintain structured lead lists with segmentation based on geography profession industry and estimated investable surplusOutreach Lead Qualification - Conduct cold calls email campaigns and LinkedIn outreach to initiate conversations with prospects- Perform first-level qualification through brief calls to understand interest and basic suitabilityCRM Data Management - Manage and regularly update CRM tools with lead data interaction history and follow-up tasks- Maintain a clean categorized database to support targeted campaigns and outreach strategiesSales Enablement - Assist in preparing background briefs company summaries and pre-meeting notes for the business team- Support in organizing webinars campaigns or product-specific outreach activitiesMarket Intelligence - Track movements of CXOs IPOs fund raises and other triggers that could indicate liquidity events- Share weekly insights with the internal team on prospect trends and outreach performanceScheduling Coordination - Set up qualified meetings for the partners ensuring proper documentation and prep- Track and follow through on outreach cycles and re-engagement schedulesQualifications - Bachelor s degree in Finance Economics Management or related field- 1-3 years of experience in presales inside sales business development or client-facing roles in finance fintech or consulting- Excellent verbal and written communication skills- Strong confidence and professional demeanor while dealing with senior professionals- Proficiency in CRM platforms e g HubSpot Zoho Salesforce and productivity tools Excel Google Sheets etc is a Plus - Research-oriented mindset with attention to detail and initiativeWhat We Offer - Opportunity to work closely with the leadership team on high-quality client acquisition- Exposure to India s growing private capital market and product ecosystem- Career growth into sales relationship management or strategy roles- Competitive compensation with performance-based incentives ref updazz com

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