About the Role
This is a senior leadership position responsible for shaping, launching, and managing investment products (mutual funds, PMS / AIF) across equity and debt. You'll connect market insights to product innovation, lead go-to-market planning, and ensure regulatory compliance-all while delivering investor-first outcomes.
Key Responsibilities :
1. Product Strategy & Definition
Design and define features, terms, and positioning of both new and existing products.
Develop compelling sales pitches and collateral to support multiple channels.
2. Regulatory Management & Compliance
Coordinate product filings, regulatory approvals, and compliance documentation.
Prepare and maintain detailed reports and dashboards.
3. Market Research & Intelligence
Track domestic and global financial product trends, fund launches, and competitive benchmarking.
Identify market opportunities and consumer gaps in equity and debt.
4. New Product Development & Launch Execution
Collaborate with fund managers and research teams to plan and launch products.
Manage internal and external stakeholder coordination to deliver market-ready products.
5. Sales Enablement & Channel Engagement
Align with business heads to tailor products for specific distribution channels.
Support regional or smaller partners with training and marketing resources.
6. Performance Monitoring & Reporting
Analyze AUM movement, investor behavior trends (SIPs, fund flows), and product performance vs peers.
Provide insights and reporting to management and board-level committees.
7. Communications & Content Development
Create product-related materials such as one-pagers, presentations, outlooks, and campaign content.
Support investor education initiatives and marketing campaigns.
8. Cross-Functional Coordination
Work closely with digital, front-office, marketing, HR, and L&D teams.
Serve as a bridge to empower internal teams for successful product delivery.
Skills & Competencies :
Strong research and analytical skills with a data-driven mindset.
Excellent verbal and written communication; adept at crafting polished materials.
Strong proficiency in MS Excel (macros desirable), PowerPoint, and MIS platforms.
Ability to thrive under pressure, multi-task, and take initiative.
In-depth understanding of regulatory frameworks for investment products.
Familiarity with investor education programs, as well as PMS / AIF platforms (advantageous).
Qualifications & Experience :
Education : Minimum postgraduate degree in Finance.
Experience : 13–15 years in the financial services industry, preferably in mutual funds, PMS, AIF product roles.
Head Product • Mumbai, MH, Maharashtra, IN