4+ Mutual funds Jobs in Bangalore (Bengaluru) | Mutual funds Job openings in Bangalore (Bengaluru)

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. 

Graduate/Post Graduate/MBA with 1 year of experience from BFSI

Work Experience 1+ Years of Sales experience,

Preference to NISM Certified candidates with experience in new client acquisition

Critical Skills Required

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills 

Effective Communication 

Result oriented with proper adherence to compliance

Negotiation skills

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling, and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a bird’s eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of the client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in the Wealth Management space

• Must have completed an MBA from a premier business school.

• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

• English is mandatory and command of the local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Role/Title: Functional QA

Location: Mumbai/Bangalore 

Fulltime/Permanent role

Notice period should not exceed more than 60days

Job Responsibilities:

Test Analyst:

• Good Communicator, 4 to 7 years, BFSI domain exp.(Investment banking/Capital Market/Wealth Management) is a must.

Skills & tools needed:

• Agile exp. and knowledge, end to end testing, UAT, regression, automation test frameworks.

Testing tools: JIRA, ALM

• Hands-on experience on test planning/test strategy, defect validation, sending status reports