About Northstar Analytics:

Northstar Analytics ("Northstar") is a research and analytics solutions provider firm catering to global financial institutions and corporates. We offer investment research, quantitative research, and business strategy research solutions to buy-side (private equity, venture capital, family offices, independent sponsors, hedge funds) and sell-side firms (boutique investment banks, merchant banks, equity research firms). As part of our ambitious vision for the future, Northstar Analytics is excited to announce our strategic intent to expand into the mutual fund distribution sector. This expansion aligns with our commitment to providing comprehensive and innovative solutions to our clients.

We started in October 2021 and have grown to a team of 20+. We are expanding our team and are looking to onboard enthusiastic individuals to join us.

Role:

As a Mutual Fund Sales Representative, your primary role is to promote and sell mutual funds to potential investors. You'll engage with clients to understand their financial goals, assess their risk tolerance, and recommend suitable mutual fund investment options. Building and maintaining strong client relationships, staying updated on market trends, and providing insightful advice are crucial aspects of this role. Your goal is to help clients achieve their financial objectives through informed mutual fund investments while ensuring compliance with regulatory requirements.

Overview of Work Deliverables:

- Client Engagement

- Product Knowledge

- Sales Presentation

- Market Research

- Performance Monitoring

- Achieving Sales Target

Prerequisites:

- Bachelor's degree in finance, business, or a related field.

- Proven experience of 4+ years in mutual fund sales or a similar role within the financial services industry.

- Strong sales skills, with a track record of achieving and exceeding sales targets.

- Excellent interpersonal and communication skills.

- In-depth knowledge of mutual fund products, investment strategies, and financial markets.

- Ability to adapt to market changes and provide creative solutions to meet client needs.

- Must be NISM Certified.

Location:

- Andheri, Mumbai

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