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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.
Data Science
Data Analytics
R Programming
PythonWhat you will do:
- Identifying alternate data sources beyond financial statements and implementing them as a part of assessment criteria
- Automating appraisal mechanisms for all newly launched products and revisiting the same for an existing product
- Back-testing investment appraisal models at regular intervals to improve the same
- Complementing appraisals with portfolio data analysis and portfolio monitoring at regular intervals
- Working closely with the business and the technology team to ensure the portfolio is performing as per internal benchmarks and that relevant checks are put in place at various stages of the investment lifecycle
- Identifying relevant sub-sector criteria to score and rate investment opportunities internally
Desired Candidate Profile
What you need to have:
- Bachelor’s degree with relevant work experience of at least 3 years with CA/MBA (mandatory)
- Experience in working in lending/investing fintech (mandatory)
- Strong Excel skills (mandatory)
- Previous experience in credit rating or credit scoring or investment analysis (preferred)
- Prior exposure to working on data-led models on payment gateways or accounting systems (preferred)
- Proficiency in data analysis (preferred)
- Good verbal and written skills
Data AnalyticsOur client is a vertical fintech play focused on solving industry-specific financing gaps in the food sector through the application of data. The platform provides skin-in-the-game growth capital to much-loved F&B brands. Founded in 2019, they're VC funded and based out of Singapore and India-Bangalore.
Founders are the alumnus of IIT-D, IIM-B and Wharton. They have 12+ years of experience as Venture capital and corporate entrepreneurship at DFJ, Vertex, InMobi, VP at Snyder UAE, investment banking at Unitus Capital - leading the financial services practice, and institutional equities at Kotak. They've a team of high-quality professionals coming together for this mission to disrupt the convention.
As a Data Analyst - Underwriting & Risk, you will be developing a first of its kind risk engine for revenue-based financing in India and automating investment appraisals for the company's different revenue-based financing products
What you will do:
- Identifying alternate data sources beyond financial statements and implementing them as a part of assessment criteria.
- Automating appraisal mechanisms for all newly launched products and revisiting the same for an existing product.
- Back-testing investment appraisal models at regular intervals to improve the same.
- Complementing appraisals with portfolio data analysis and portfolio monitoring at regular intervals.
- Working closely with the business and the technology team to ensure the portfolio is performing as per internal benchmarks and that relevant checks are put in place at various stages of the investment lifecycle.
- Identifying relevant sub-sector criteria to score and rating investment opportunities internally.
What you need to have:
- Bachelor’s degree with relevant work experience of at least 3 years with CA/MBA (mandatory).
- Experience in working in lending/investing fintech (mandatory).
- Strong Excel skills (mandatory).
- Previous experience in credit rating or credit scoring or investment analysis (preferred).
- Prior exposure to working on data-led models on payment gateways or accounting systems (preferred).
- Proficiency in data analysis (preferred)
- Good verbal and written skills.
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