Job Description Role Purpose
n 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.
n
n Key Ownership Areas
n The Product Manager – Mutual Funds will directly own the following product surfaces and journeys
n across mobile app and web:
n • Discovery & Research — Fund discovery, categorisation, ratings, comparisons, curated collections, and New 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
n StAR MF / NSE MFSS), and AMFI data feeds
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n Core Responsibilities:
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n Cross-Platform Product Ownership
n • Own the MF roadmap across mobile (iOS, Android) and web, ensuring parity where it matters and
n platform-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




n surfaces Journey Design & Conversion
n • Design seamless first-SIP and first-lumpsum journeys that minimise drop-offs between intent and
n execution
n • Simplify complex MF concepts
n • Build re-engagement journeys for SIP pause, resume, top-up, and renewal; own the full SIP
n lifecycle, not just setup
n • Drive discovery through curated collections, themes, ratings, and personalized recommendations
n based on goals and risk profile
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n Partner & Regulatory Coordination
n • Work with RTAs (CAMS, KFintech), exchange MF platforms (BSE StAR MF / NSE MFSS), AMCs, and
n AMFI data providers for order execution and data accuracy
n • Ensure compliance with SEBI MF regulations, AMFI guidelines, KYC/FATCA norms, and distributor vs RIA positioning
n • Coordinate with compliance and legal teams on product disclosures, risk communication, and
n scheme-document handling
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n Data, Reconciliation & Reporting
n • Own reconciliation of MF orders, folios, units, and NAVs between the platform, RTAs, and AMCs
n • Design holdings, XIRR, and capital-gains reporting that is audit-grade and easy for end-users and
n CAs to consume
n • Partner with data and analytics teams to surface portfolio insights — asset allocation drift, under-
n performers, goal shortfalls, tax-harvesting opportunities
n Engagement & Long-Term Value
n • Drive SIP book growth,



folio additions, and long-term AUM — not just first-transaction conversion
n • Build habits around monthly reviews, annual summaries, and goal tracking to keep MF investors
n engaged beyond the first SIP
n • Benchmark MF experiences against leading Indian
n Candidate Profile
n
n Experience
n • 4–8 years of Product Management experience, with at least 2 years in mutual funds, wealth-tech,
n broking, or adjacent fintech
n • Hands-on ownership of MF or SIP journeys — discovery, transaction, portfolio, or reporting — on
n either mobile or web, ideally both
n • Prior exposure to RTA integrations (CAMS, KFintech) and exchange MF platforms (BSE StAR MF /
n NSE MFSS) strongly preferred
n • Demonstrated impact on SIP setup conversion, folio growth, AUM, or long-term retention in a
n comparable role
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n Skills & Attributes
n • Solid understanding of the Indian mutual fund ecosystem — AMCs, RTAs, AMFI, SEBI
n categorisation (equity / debt / hybrid / index / ETF / international), direct vs regular, and distributor
n economics
n • Fluency with MF concepts — NAV, AUM, expense ratio, exit load, XIRR, risk-o-meter, capital gains
n (STCG / LTCG, equity vs debt, Section 112A)
n • Comfort with data — SQL, analytics dashboards, funnel analysis, cohort analysis, and reconciliation logic
n • Strong product sense for simplifying dense financial information into clear, trustworthy experiences
n • Ability to work cross-functionally with engineering, design, compliance, ops, finance, and external
n partners (AMCs, RTAs, exchanges)
n • Clear written and verbal communication; able to translate

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