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 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 (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 col

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