Remote: Hybrid

Role PurposeOwns 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 AreasThe Product Manager – Mutual Funds will directly own the following product surfaces and journeysacross mobile app and web:- Discovery & Research — Fund discovery, categorisation, ratings, comparisons, curated collections, and Current 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 (BSEStAR MF / NSE MFSS), and AMFI data feedsCore Responsibilities:Cross-Platform Product Ownership- Own the MF roadmap across mobile (iOS, Android) and web, ensuring parity where it matters andplatform-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 acrosssurfaces Journey Design & Conversion- Design seamless first-SIP and first-lumpsum journeys that minimise drop-offs between intent andexecution- Simplify complex MF concepts- Build re-engagement journeys for SIP pause, resume, top-up, and renewal; own the full SIPlifecycle, not just setup- Drive discovery through curated collections, themes, ratings, and personalized recommendationsbased on goals and risk profilePartner & Regulatory Coordination- Work with RTAs (CAMS, KFintech), exchange MF platforms (BSE StAR MF / NSE MFSS), AMCs, andAMFI 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, andscheme-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 andCAs 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 investorsengaged beyond the first SIP- Benchmark MF experiences against leading IndianCandidate ProfileExperience- 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 — oneither 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 acomparable roleSkills & Attributes- Strong understanding of the Indian mutual fund ecosystem — AMCs, RTAs, AMFI, SEBIcategorisation (equity / debt / hybrid / index / ETF / international), direct vs regular, and distributoreconomics- 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 externalpartners (AMCs, RTAs, exchanges)- Clear written and verbal communication; able to translate

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