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VP - Mutual Fund

VP - Mutual Fund

Angel OneMumbai, Maharashtra, India
19 days ago
Job description

About Angel One :

Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science.

We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section!

Why You'll Love Working at Angel One!

  • Ranked Top 25 Companies to Work in India : 🏆We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years.
  • Innovative Culture : 💡Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning.
  • Be part of something huge : 🤝 Be at the Forefront of Fintech Innovation
  • Bold Approach : 💪We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more : more drive, more initiative, and a bolder way of working.

Job Title : VP – Mutual Fund

Location : Mumbai

What you will do :

We are looking for an experienced mutual fund professional to play a key role in scaling and managing our mutual fund distribution business. This role will be responsible for business delivery, customer experience, operational excellence, and AMC coordination — all built around our existing digital platform. The ideal candidate should bring strong domain expertise, a data-driven mindset, and proven experience in digital MF distribution.

Key Responsibilities :

Business Performance & Growth

  • Deliver on AUM, SIP acquisition, revenue, and customer activation targets.
  • Monitor and optimize key metrics like SIP book health, redemption trends, and portfolio diversification.
  • Work cross-functionally to execute data-led growth initiatives and improve investor engagement.

    • Customer Experience & Journey Optimization

  • Leverage the existing platform to enhance investor journeys — onboarding, transactions, SIPs, redemptions.
  • Identify gaps and suggest improvements to increase funnel conversions and portfolio stickiness.
  • Contribute to feature rollouts such as curated funds, smart recommendations, and investor nudges.

    • Operational Oversight

  • Ensure smooth functioning of mutual fund operations including order processing, reconciliation, and customer servicing.
  • Liaise with exchanges (BSE Star MF / NSE NMF) and RTAs for operational efficiency and compliance.
  • Continuously drive automation and process improvements for scale.

    • AMC Management & Internal Coordination

  • Work closely with AMCs for product insights, training, joint promotions, and updates.
  • Collaborate with compliance, legal, marketing, product, and analytics teams for end-to-end execution.
  • Stay updated on regulatory changes and ensure full adherence to SEBI norms.

    • Analytics & Reporting

  • Use data and insights to drive business decisions and investor strategies.
  • Regularly publish business performance dashboards and campaign impact reports.
  • Deep dive into segment-wise trends, funnel drop-offs, and behavioural insights to drive actions.

    • Who you are :

  • 10–15 years of experience in mutual fund distribution, platforms, or digital wealth businesses.
  • Strong knowledge of MF products, SEBI regulations, operational workflows, and investor behaviour.
  • Proven experience working with digital platforms and driving customer-centric outcomes.
  • Excellent analytical, communication, and stakeholder management skills.

    • What's in it for You?

  • Empowered Growth : 🚀 We invest in your growth and empower you to explore your full potential.
  • Exceptional Benefits : 🧘‍♀️ Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more.

    • For a deeper dive into our company culture and vision, explore our Company Deck.

    At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).

    As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.

    We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace

  • where your individuality is celebrated and embraced.
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    Fund • Mumbai, Maharashtra, India