The Product Manager – Mutual Fund will be responsible for managing and expanding the investment product suite, including Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). The role involves onboarding recent products, conducting due diligence, ensuring regulatory compliance, and building financial planning models. The incumbent will also manage relationships with Asset Management Companies (AMCs), third-party product providers, and internal stakeholders to drive product innovation and investor engagement.
Key Responsibilities
Primary Responsibilities
Onboard new investment products (MF, PMS, AIF) through evaluation, due diligence, suitability assessment, commercial negotiations, and process setup.
Manage relationships with AMCs, third-party product providers, and internal business partners.
Ensure adherence to legal and compliance requirements for all investment products.
Participate in fund manager calls and contribute insights where relevant.
Ideate and propose enhancements to the product basket to meet evolving customer needs.
Maintain high standards of internal and external communication
Data Analytics – Investment AUM and Sales across products and by different channels like Private Banking, Branches, NR, etc.
Revenue Analysis and Improvisation – Trail book analysis and identify opportunities to improve income. Brokerage on investment products to be monitored and improvised.
Collate and update weekly/monthly reports and presentations for internal stakeholders.
Secondary Responsibilities
Work closely with Analytics team for MIS / Dashboards and platform enhancements to improve product visibility and operational efficiency.
Support satisfactory completion of regulatory audits and compliances (EUIN, etc).
Run investor education campaigns and assist in awareness initiatives.
What We Are Looking For
Education
Postgraduation: CA / CFA / MBA / PGDM (Finance)
Experience
Minimum 5 years
📌 Product Manager-Mutual Fund (Mumbai)
🏢 IDFC FIRST Bank
📍 Mumbai
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