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 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 (BSESt AR MF / NSE MFSS), and AMFI data feeds Core Responsibilities: Cross-Platform Product Ownership• Own the MF roadmap across mobile (i OS, 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, a

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