Mutual Fund Product Strategist

2 days ago


Ahmedabad, Gujarat, India beBeeProductManagement Full time ₹ 45,00,000 - ₹ 85,00,000

About the Role

We are seeking a seasoned professional to lead the end-to-end lifecycle of mutual fund products. This role requires strong expertise in product management, regulatory compliance, sales strategy, and distribution management within the asset management industry.

Key Responsibilities

  • Conceptualize, design, and manage the launch and lifecycle of mutual fund products.
  • Conduct market research, competitor benchmarking, and investor behavior analysis to identify product gaps and opportunities for innovation.
  • Align products with the company's investment philosophy, SEBI regulations, and investor suitability norms.
  • Develop sales strategies to achieve AUM targets across retail, HNI, institutional, and digital distribution channels.
  • Build relationships with banks, IFAs, national distributors, and digital platforms to expand product reach.
  • Monitor product performance and provide insights for continuous improvement.
  • Collaborate with investment, compliance, operations, and marketing teams for smooth execution of product strategies.
  • Represent the company in regulatory discussions, industry forums, and product positioning initiatives.
  • Drive adoption of digital tools and platforms to enhance investor engagement and product penetration.
  • Lead cross-functional teams to ensure alignment with organizational goals.

Required Skillsets

  • Strong expertise in mutual fund product development and lifecycle management.
  • Deep understanding of SEBI regulations, compliance frameworks, and product suitability norms.
  • Proven track record in mutual fund sales strategy and distribution management.
  • Market research and analytical skills to identify product gaps and opportunities.
  • Stakeholder management and relationship-building skills across retail, HNI, institutional, and digital channels.
  • Leadership ability to manage and inspire cross-functional teams.


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