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Investment product Manager
Investment product Manager
Wealthy's logo

Investment product Manager

Suchoritha  Chatterjee 's profile picture
Posted by Suchoritha Chatterjee
2 - 6 yrs
₹10L - ₹20L / yr
Bengaluru (Bangalore)
Skills
Mutual funds
Market analysis
Market Research
Investment analysis

We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions.

Key Responsibilities:

● - Own and evolve the investment products roadmap, with a strong focus on mutual funds.

● Understand advisor/distributor needs and translate them into intuitive product experiences.

● Collaborate closely with Tech, design, and sales to deliver high-impact product features.

● Conduct data-driven analysis to identify trends, performance, and growth opportunities.

● Ensure regulatory compliance and smooth integration with AMCs and backend systems.

● Conceptualise and run campaigns for employees and partners to drive product engagement and sales.

● Drive product adoption and engagement with internal teams and end users.

Requirements:

● 3+ years of product management or relevant experience in the financial services industry.

● Solid knowledge of investment products, especially mutual funds.

● Strong analytical and problem-solving skills with a data-oriented mindset.

● High attention to detail and structured thinking.

● Bonus: experience in sales or working closely with sales/distribution teams.

● Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders.

● Business-savvy with a passion for improving customer outcomes. 

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Shubham Vishwakarma

Full Stack Developer - Averlon
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About Wealthy

Founded :
2015
Type :
Product
Size :
100-500
Stage :
Profitable

About

Wealthy is a robo-advisor platform that enables users to invest in tax-saving mutual funds starting from INR 2000. It partners with ICICI Prudential, Reliance, and Axis Mutual Fund to provide a diverse portfolio. Wealthy raised $250K in March '16 from TracxnLabs, Zishaan Hayath, Investopad founders Arjun and Rohan Malhotra, CoCubes co-founder Harpreet Singh Grover, and Gagan Dugal of Matrix Cellular.
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Shubham Vishwakarma

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