Role & 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 collections, themes, ratings, and personalized recommendations based on goals and risk profile

Partner & Regulatory Coordination

- Work with RTAs (CAMS, KFintech), exchange MF platforms (BSE StAR MF / NSE MFSS), AMCs, and AMFI data providers for order execution and data accuracy
- Ensure compliance with SEBI MF regulations, AMFI guidelines, KYC/FATCA norms, and distributor vs RIA positioning
- Coordinate with compliance and legal teams on product disclosures, risk communication, and scheme-document handling

Data, Reconciliation & Reporting

- Own reconciliation of MF orders, folios, units, and NAVs between the platform, RTAs, and AMCs
- Design holdings, XIRR, and capital-gains reporting that is audit-grade and easy for end-users and CAs to consume
- Partner with data and analytics teams to surface portfolio insights asset allocation drift, under-performers, goal shortfalls, tax-harvesting opportunities

Engagement & Long-Term Value





- Drive SIP book growth, folio additions, and long-term AUM not just first-transaction conversion
- Build habits around monthly reviews, annual summaries, and goal tracking to keep MF investors engaged beyond the first SIP
- Benchmark MF experiences against leading Indian

Preferred candidate profile

- 4-8 years of Product Management experience, with at least 2 years in mutual funds, wealth-tech, broking, or adjacent fintech
- Hands-on ownership of MF or SIP journeys discovery, transaction, portfolio, or reporting on either mobile or web, ideally both
- Prior exposure to RTA integrations (CAMS, KFintech) and exchange MF platforms (BSE StAR MF / NSE MFSS) strongly preferred
- Demonstrated impact on SIP setup conversion, folio growth, AUM, or long-term retention in a comparable role

Skills & Attributes

- Strong understanding of the Indian mutual fund ecosystem — AMCs, RTAs, AMFI, SEBI categorisation (equity / debt / hybrid / index / ETF / international), direct vs regular, and distributor economics
- Fluency with MF concepts — NAV, AUM, expense ratio, exit load, XIRR, risk-o-meter, capital gains (STCG / LTCG, equity vs debt, Section 112A)
- Comfort with data — SQL, analytics dashboards, funnel analysis, cohort analysis, and reconciliation logic
- Strong product sense for simplifying dense financial information into explicit, trustworthy experiences
- Ability to work cross-functionally with engineering, design, compliance, ops, finance, and external partners (AMCs, RTAs, exchanges)
- Clear written and verbal communication; able to translate regulatory and financial complexity into simple product decis

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