Role Overview We are looking for an experienced Senior Product Manager to own and investment products with a strong focus on Mutual Funds. The role will drive product strategy, roadmap, customer journeys, integrations and business outcomes across mobile and web platforms. The ideal candidate will have hands-on product management experience in a digital investment platform, wealth-tech company, fintech, bank or broking environment, and a strong understanding of the mutual fund investment lifecycle.

Key Responsibilities
1. Mutual Fund Product Ownership
• Own the end-to-end mutual fund product lifecycle across discovery, investment, servicing and portfolio management.
• Drive digital journeys for onboarding, KYC, risk profiling, lumpsum investments, SIP registration, mandate setup, purchase, redemption, switch, cancellation, SIP pause/modify and transaction tracking.
• Build and enhance fund discovery, scheme details, comparison, filters, portfolio views, performance analytics, goal-based investing and investor education features.
• Work on integrations with AMCs, RTAs, BSE StAR MF / relevant transaction platforms, payment gateways, banks and other ecosystem partners, as applicable.
• Improve funnel conversion, transaction success, SIP activation, repeat investments, AUM growth and customer retention.
• Ensure a seamless experience across direct and regular mutual fund propositions, where applicable.
• Digital Product Strategy & Execution
• Define product vision, strategy, roadmap, prioritisation and success metrics in line with business objectives and customer needs.
• Translate business requirements into BRDs, product requirement documents, user stories, use cases, process flows and acceptance criteria.
• Drive product discovery through customer insights, data analysis, market research and competitor benchmarking.
• Partner with UX/UI, engineering, QA, operations, compliance and business teams to deliver scalable and intuitive digital experiences.
• Lead sprint planning, backlog prioritisation, UAT, release management and post-launch monitoring.
• Wealth & Investment Products
• Work across adjacent investment products such as equities,



ETFs, fixed deposits, bonds, NCDs, NPS, digital gold, PMS and AIFs, based on business priorities.
• Identify opportunities to create integrated investment journeys, cross-sell relevant products and improve customer lifetime value.
• Collaborate with AMCs, banks, brokers, fintech partners and vendors for product launches and platform integrations.
• Analytics & Business Growth
• Define and track KPIs including visitor-to-investor conversion, KYC completion, SIP registrations, mandate success, order success, AUM, active investors and repeat transaction rates.
• Analyse customer behaviour, funnel drop-offs, cohorts and product usage to identify growth and experience improvements.
• Use experimentation, A/B testing and data-led prioritisation to optimise product journeys.
• Prepare product performance dashboards and business reviews for senior stakeholders.
• Regulatory, Risk & Compliance
• Work with compliance, legal and operations teams to translate applicable SEBI, AMFI, AMCs, RTA and other regulatory requirements into product features and controls.
• Ensure appropriate disclosures, risk profiling, suitability, consent, audit trails and transaction controls are incorporated into customer journeys.
• Support regulatory change implementation, issue resolution and applicable reporting requirements. Required Experience & Skills
• 10–14 years of overall experience, with substantial hands-on product management experience in mutual funds or digital investment platforms.
• Strong understanding of the mutual fund lifecycle, including onboarding/KYC, fund discovery, purchase, SIP, mandates, redemption, switch, portfolio tracking and servicing.
• Experience owning digital products on mobile apps and/or web platforms,



preferably in a high-volume consumer fintech or wealth-tech environment.
• Ability to define product strategy, write clear requirements, prioritise roadmaps and deliver measurable business outcomes.
• Experience working with engineering, design, QA, operations, compliance, business teams and external technology partners.
• Strong product analytics, funnel analysis, problem-solving, stakeholder management and communication skills.
• Working knowledge of APIs, payment flows, integrations, Agile delivery and UAT. Preferred Company Background Candidates from digital investment, wealth-tech, fintech, discount broking and online mutual fund platforms will be strongly preferred. Relevant target organisations may include:
• Groww
• Zerodha (especially Coin / mutual fund product teams)
• ET Money
• INDmoney
• Kuvera
• Paytm Money
• Upstox
• Angel One
• FundsIndia
• Scripbox
• Other comparable digital wealth or mutual fund investment platforms. Key: Prior experience in one of the above companies is a sourcing preference, not a substitute for relevant product ownership. Candidates must have directly worked on mutual fund product features, journeys or platform enhancements. Experience limited to sales, relationship management, distribution or back-office operations without digital product ownership would not be sufficient for this role. Educational Qualifications
• MBA / PGDM / MFM or postgraduate qualification in Finance, Management, Technology or a related discipline preferred.
• NISM or other relevant capital markets / mutual fund certifications will be an advantage. Key Performance Indicators
• Growth in mutual fund investors, AUM and SIP registrations.
• Improvement in onboarding, KYC, mandate and transaction conversion rates.
• Order success rate, journey completion and reduction in customer drop-offs.
• Feature adoption, active usage, repeat investments and customer retention.
• On-time delivery of roadmap commitments and quality of product releases.
• Regulatory readiness and timely implementation of compliance requirements.

📌 Senior Product Manager (India)
🏢 ABCD Aditya Birla Capital Digital
📍 India