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



capital-gains statements, and tax-loss harvesting insights
n• Partner Integrations — RTA integrations with CAMS and KFintech, exchange MF platforms (BSE
nStAR MF / NSE MFSS), and AMFI data feeds
nCore Responsibilities:
nCross-Platform Product Ownership
n• Own the MF roadmap across mobile (iOS, Android) and web, ensuring parity where it matters and
nplatform-native experiences where it counts
n• Define the end-to-end information architecture for mutual funds — discovery, fund detail, transaction, holdings, and reports
n• Partner with design to craft a consistent visual and interaction language for fund data across
nsurfaces Journey Design & Conversion
n• Design seamless first-SIP and first-lumpsum journeys that minimise drop-offs between intent and
nexecution
n• Simplify complex MF concepts
n• Build re-engagement journeys for SIP pause, resume, top-up, and renewal; own the full SIP
nlifecycle, no

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