Job Description

Role & responsibilities

Cross-Platform Product Ownership

• Own the MF roadmap across mobile (iOS, Android) and web, ensuring parity where it matters and platform-native experiences where it counts
• Define the end-to-end information architecture for mutual funds discovery, fund detail, transaction, holdings, and reports
• Partner with design to craft a consistent visual and interaction language for fund data across surfaces

Journey Design & Conversion

• Design seamless first-SIP and first-lumpsum journeys that minimise drop-offs between intent and execution
• Simplify complex MF concepts
• Build re-engagement journeys for SIP pause, resume, top-up, and renewal; own the full SIP lifecycle, not just setup
• Drive discovery through curated collections, themes, ratings, and personalized recommendations based on goals and risk profile

Partner & Regulatory Coordination

• Work with RTAs (CAMS, KFintech), exchange MF platforms (BSE StAR MF / NSE MFSS), AMCs, and AMFI data providers for order execution and data accuracy
• Ensure compliance with SEBI MF regulations, AMFI guidelines, KYC/FATCA norms, and distributor vs RIA positioning
• Coordinate with compliance and legal teams on product disclosures, risk communication, and scheme-document handling

Data, Reconciliation & Reporting

• Own reconciliation of MF orders, folios, units, and NAVs between the platform, RTAs, and AMCs
• Design holdings, XIRR, and capital-gains reporting that is audit-grade and easy for end-users and CAs to consume
• Partner with data and analytics teams to surface portfolio insights asset allocation drift, under-performers, goal shortfalls, tax-harvesting opportunities

Engagement & Long-Term Value

• Drive SIP book growth, folio additions, and long-term AUM not just first-transaction conversion
• Build habits around monthly reviews, annual summaries, and goal tracking to keep MF investors engaged beyond the first SIP
• Benchmark MF experiences against leading Indian

Preferred candidate profile

• 4-8 years of Product Management experience, with at least 2 years in mutual funds, wealth-tech, broking, or adjacent fintech
• Hands-on ownership of MF or SIP journeys discovery, transaction, portfolio, or reporting on either mobile or web, ideally both
• Prior exposure to RTA integrations (CAMS, KFintech) and exchange MF platforms (BSE StAR MF / NSE MFSS) strongly preferred
• Demonstrated impact on SIP setup conversion, folio growth, AUM, or long-term retention in a comparable role

Skills & Attributes

• Strong understanding of the Indian mutual fund ecosystem — AMCs, RTAs, AMFI, SEBI categorisation (equity / debt / hybrid / index / ETF / international), direct vs regular, and distributor economics
• Fluency with MF concepts — NAV, AUM, expense ratio, exit load, XIRR, risk-o-meter, capital gains (STCG / LTCG, equity vs debt, Section 112A)
• Comfort with data — SQL, analytics dashboards, funnel analysis, cohort analysis, and reconciliation logic
• Strong product sense for simplifying dense financial information into clear, trustworthy experiences
• Ability to work cross-functionally with engineering, design, compliance, ops, finance, and external partners (AMCs, RTAs, exchanges)
• Clear written and verbal communication; able to translate regulatory and financial complexity into simple product decis

More Info

Education