What are we looking for?

A strategic, investment-savvy skilled who understands markets deeply and can translate complex investment concepts into simple, engaging communication. Someone who can strengthen HDFC Life’s ULIP brand through sharp fund narratives, customer-friendly insights, and strong lifecycle management. The ideal candidate must be market-aware, analytical, creative in storytelling, and comfortable collaborating across investment, finance, and product teams.

What does the job entail?

The Senior Manager for ULIP & Investment Marketing will be responsible for:

1. Investment Marketing & Fund Promotion

- Crafting compelling, relatable narratives around ULIP funds, investment philosophy, and market trends.
- Developing periodic fund insights, performance notes, investment outlooks, and storytelling-driven content.
- Promoting focus funds via data-backed campaigns.
- Translating market movements and financial trends into easy-to-understand communication for customers and distributors.
- Working closely with Investment, IC, and Finance teams to build transparent, trustworthy narratives.

2. Market Insights & Strategy

- Keeping strong awareness of equity, debt, hybrid markets, and macro-economic shifts.
- Simplifying market changes into actionable insights for leadership and distribution.
- Benchmarking competitor ULIP funds to find differentiation and strategic opportunities.




- Supporting product refresh ideas aligned to market cycles and customer expectations.
- Equipping distribution channels with crisp training content, investment stories, and competitive positioning.

3. Customer Lifecycle & Retention

- Designing end-to-end ULIP lifecycle journeys that improve customer engagement and retention.
- Creating communication strategies that build trust, reduce lapses, and encourage long-term investment holding.

Work Experience

5–10 years of experience in:

- Product Management
- Investment Communication
- Financial Product Marketing

Essential Qualification

MBA/PGDM in Finance, Marketing, or related fields (preferred).

Preferred Skills

- Storytelling with data – ability to convert complex financial trends into clear, engaging narratives.
- Execution agility – quick turnaround on marketing and communication needs.
- Influence & collaboration – ability to work closely with Investment/IC, Finance, Product, and Distribution teams.
- Communication excellence – strong writing, presentation, and customer-friendly explanation skills.
- Market awareness – continuous tracking of equity, debt, hybrid markets, and competitor funds.
- Lifecycle journey knowledge – designing communication that boosts ULIP persistency and retention.

📌 Senior Manager - Product Management (Mumbai)
🏢 HDFC Life
📍 Mumbai