Role Purpose
Owns the end-to-end mutual fund experience on both mobile app and website from discovery and first SIP to long-term portfolio growth and exits. This role is responsible for turning mutual funds into a flagship wealth product for the platform, with a clean, trustworthy, and habit-forming experience across every user journey.

Key Ownership Areas
The Product Manager – Mutual Funds will directly own the following product surfaces and journeys
across mobile app and web:
• Discovery & Research — Fund discovery, categorisation, ratings, comparisons, curated collections, and Recent Fund Offers (NFOs)
• Transaction Journeys — Lump-sum, SIP setup, SIP modifications, step-up SIP, STP, SWP, switch, and redemption flows
• Onboarding & Mandates — MF-specific KYC, FATCA declaration, nominee registration, and bank mandate / e-NACH setup
• Goals & Portfolios — Goal-based investing, recommended baskets, and model portfolios for long- term wealth creation
• Holdings & Reporting — MF holdings, XIRR, absolute and category-relative returns, capital-gains statements,



and tax-loss harvesting insights
• Partner Integrations — RTA integrations with CAMS and KFintech, exchange MF platforms (BSE
StAR MF / NSE MFSS), and AMFI data feeds

Core 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

📌 Product Manager- Mutual Funds (Worli)
🏢 Ashika Group
📍 Worli