Sales Analyst NAG ANALYTIX Location: Mumbai / Remote (India preferred) Department: Business Development & Client Relations Role Overview Support the growth of NAG ANALYTIX's investment funds (Global Monopolies Fund, India Champions Fund, New Age Technology Fund) by analyzing sales performance, tracking investor leads, and providing actionable insights to the client relations and investment team. Key Responsibilities - Track and analyze investor pipeline, conversion rates, and fund inflows using CRM and internal tools. - Prepare weekly/monthly sales dashboards and performance reports (focusing on AUM growth, current subscriptions, redemptions). - Segment investor data (HNIs, institutions, geography) and identify trends/opportunities. - Monitor competitor fund flows and market sentiment in equity & monopoly-themed investments. - Assist in lead qualification, follow-up tracking, and pitch material customization. - Support client reporting and basic due-diligence data compilation. Requirements - 1–3 years of experience in sales analysis,
business analytics, or investor relations (financial services / asset management preferred). - Robust Excel skills (pivot tables, VLOOKUP, charts); familiarity with CRM tools (e.g., Salesforce, HubSpot) is a plus. - Basic understanding of mutual funds, PMS, AIFs, or equity investing. - Analytical mindset with attention to detail and ability to present insights clearly. - Valuable communication skills (English); comfortable working with high-net-worth client data. What we offer - Opportunity to work directly with a high-performing global investment team. - Exposure to top-tier equity research and monopoly/quality investing frameworks. - Performance-linked incentives tied to fund growth. Interested candidates can send resumes on indeed