Product Strategist - Mutual Fund

Job Description - Business / Product Strategist

We are seeking an experienced and knowledgeable individual to join our team as a Mutual Fund Product Manager. This role requires a minimum of 5 years of experience within the mutual fund sector. If you have a passion for financial products, a deep understanding of mutual funds, and a proven track record in product management, we would love to hear from you.

The suitable candidate is expected to contribute meaningfully in all aspects of products development for both new and existing products, w.r.t products feature changes, positioning against the peer group, preparing sales pitch and related collaterals, market intelligence etc. He/she would be updated about key asset classes viz, equities, fixed income, gold etc and also a sound knowledge on macro-economic front.

Key Responsibilities:

- Develop and implement long-term strategic plans to grow the mutual fund business, aligning with company goals and market trends.

- Identify and analyse different investor segments based on demographics, risk appetite, investment goals, and behaviour to tailor products and marketing strategies accordingly.

- Develop strategies to increase the share of wallet from existing investors through cross-selling additional products or services and up-selling higher-value investment options.

- Identify opportunities for acquiring new investors through targeted marketing campaigns, distribution channel expansion, or product innovation.

- Drive product positioning and messaging based on market research and customer insights. Collaborate with various stakeholders to develop a clear and compelling product vision aligning with the company's strategic objectives.

- Strategize scheme pitchbooks and monthly collaterals for all our existing funds.

- Track and analyse the performance of existing mutual fund products, benchmarking against industry standards and investor expectations and make recommendations for enhancements.

- Analyse market trends and customer behaviour to adapt the product strategy to changing market conditions.

- Ensure compliance with regulatory requirements and industry best practices in all business and product development activities.

- Stay informed about macro-economic factors such as interest rates, inflation, GDP growth, and geopolitical events that could impact investment decisions and market dynamics.

- Conduct market research and presentation to identify new product opportunities, analyse competitor offerings, and stay up to date with industry trends.

- Collaborate with cross-functional teams such as investment management, sales and marketing, investment & research team to help scale business from existing & new investors.

- Regular interaction with Sales team and provide product related support. Ability to provide training on products if required to external partners also.

Requirements:

- Bachelor's degree in finance, business, or a related field. An advanced degree (MBA, CFA) is highly desirable.

- Proven experience (5-7 years) in product management within the mutual fund sector.

- Strong knowledge of mutual fund products, investment strategies, and market dynamics.

- Excellent analytical skills with the ability to interpret complex data and make informed decisions.

- Exceptional communication and presentation skills, with the ability to effectively convey product information to both internal and external stakeholders.

- Demonstrated leadership abilities, with the capacity to collaborate and influence across various teams.

- Strong attention to detail and organizational skills