01Responsibilities
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 profilePartner & 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 handlingData, 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 opportunitiesEngagement & 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 IndianCandidate ProfileExperience 48 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 roleSkills & 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) .
