Product Manager - Mutual Fund

Role SummaryWe are looking for a results-driven professional to lead digital sales for mutual fund products with a strong focus on driving SIP (Systematic Investment Plan) and Lumpsum investments through digital channels and owned assets. The role will be responsible for maximizing customer acquisition, activation, and investment conversion across digital journeys. Doing Orchestration between marketing campaigns & other channels - B2B & B2C.The ideal candidate should have experience in digital financial services, investment products, performance marketing coordination, customer funnel optimization, and revenue growth through app/web ecosystems.

Key ResponsibilitiesDigital Revenue & Investment GrowthDrive SIP and lumpsum investment volumes through digital assets including:Mobile AppWebsitePartner ecosystems - Bajaj & Other PartnersCampaign landing pagesOwn monthly and quarterly investment KPIs:SIP registrationsSIP book growthLumpsum AUM inflowConversion rateDigital revenue contributionFunnel & Conversion OptimizationImprove customer journey from discovery to investment completion.Analyze drop-offs and optimize onboarding, KYC, payment, and transaction funnels.Work closely with Product, UX, Analytics, and Tech teams to enhance digital conversion.Campaign ManagementExecute targeted campaigns for:New SIP acquisitionSIP top-upsLumpsum investments during market opportunitiesCross-sell and upsell opportunitiesCoordinate with marketing teams for:Push notificationsWhatsApp campaignsEmail journeysPaid digital campaignsCustomer Segmentation & AnalyticsLeverage customer behavior, demographics, and transaction data to create targeted investment propositions.Track campaign effectiveness and ROI using dashboards and analytics tools.Stakeholder ManagementCollaborate with:Mutual Fund product teamsDigital product managersMarketing teamsCompliance & operationsTechnology teamsEnsure regulatory and compliance adherence in all customer communications and journeys.

Key Performance Indicators (KPIs)Monthly SIP count and valueNet SIP book growthLumpsum investment inflowsDigital AUM growthConversion rate improvementCost per acquisition (CPA)Customer activation and repeat investment rateCampaign ROIApp/Web investment journey completion %

Desired Candidate ProfileExperience4-8 years of experience in:Digital salesWealth-tech / fintechMutual fundsBanking or investment platformsExperience in driving investment products through digital channels is preferred.Educational QualificationMBA / PGDM preferredNISM certifications preferredSkills RequiredStrong understanding of mutual fund products and investor behaviorKnowledge of SIP, STP, SWP, and lumpsum investment journeysDigital funnel managementCampaign analytics and performance trackingSQL / Google Analytics / CRM tools exposure preferredStrong stakeholder management and communication skills

Preferred BackgroundCandidates from the following industries/platforms would be preferred:AMC digital teamsWealth-tech platformsBanks / broking platformsFintech investment appsDigital acquisition teams in BFSI