Product Manager-Mutual Fund

About the role

The Product Manager – Mutual Fund will be responsible for managing and expanding the investment product suite, including Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). The role involves onboarding new products, conducting due diligence, ensuring regulatory compliance, and building financial planning models.

What you'll do

• Onboard new investment products (MF, PMS, AIF) through evaluation, due diligence, suitability assessment, commercial negotiations, and process setup
• Manage relationships with AMCs, third-party product providers, and internal business partners
• Ensure adherence to legal and compliance requirements for all investment products
• Participate in fund manager calls and contribute insights where relevant
• Ideate and propose enhancements to the product basket to meet evolving customer needs

What you need

• 5–9 yrs of experience
• Mutual funds
• CFA
• Wealth management
• Financial modelling
• Data analysis
• Due diligence
• Chartered Accountant or CFA or MBA

Good to have

• MIS reporting
• Portfolio management