Lead - Investment Analytics

Job Description

Role snapshot

You will lead Investment Analytics for Aditya Birla Capital Digital (ABCD), owning the end-to-end analytics agenda across mutual funds, wealth, and investment products. This role will drive data-led decision-making across acquisition, portfolio growth, customer engagement, and advisory, with a focus on personalization and lifecycle value creation.

This is a leadership role requiring strong hands-on expertise in analytics/data science, combined with deep understanding of investment products and the ability to influence senior stakeholders and build a high-performing team.

Location: Thane / Mumbai

About Aditya Birla Capital

Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group. With subsidiaries/JVs spanning Protecting, Investing and Financing solutions, ABCL serves customers across their entire financial lifecycle.

Powered by 34,000+ employees, with a presence across 1,200+ branches and 2,00,000+ partners, ABCL operates at scale while being part of the global Aditya Birla Group-spanning 36 countries with over 140,000 employees.

About the Team: Aditya Birla Capital Digital (ABCD)

. ABCD is a wholly owned subsidiary established in 2023 to drive digital distribution and customer engagement across financial services
. It is building a D2C omni-channel platform (app + web) for seamless customer journeys across investing, lending, insurance, and payments
. ABCD enables cross-sell, digital servicing, and personalized engagement across channels including app, web, calling, and branches
. The team is focused on leveraging data, technology, and analytics to build a high-growth digital financial services platform

About the Role: Investment Analytics & Data Science

We are looking for a senior analytics leader with strong experience in investments (mutual funds, wealth, broking, PMS/AIF) who can drive growth and engagement through data-driven insights.

You will help ABCD unlock value in the investments business by:
. Driving acquisition and activation of investment customers
. Increasing AUM, customer stickiness, and portfolio depth
. Delivering personalized investment journeys and advisory
. Improving cross-sell between investment and other financial products

Key responsibilities

. Define investment analytics strategy across mutual funds, wealth, and advisory-aligning analytics initiatives with AUM growth, customer engagement, and revenue targets

. Drive acquisition & activation use-cases including investor onboarding, SIP conversions, first investment journeys, and reactivation of dormant users

. Build portfolio and lifecycle analytics frameworks covering segmentation, investor behavior, retention, churn, and lifetime value (LTV)

. Enable personalized investment journeys through Next Best Action/Offer (NBA/NBO), goal-based recommendations, and risk-profile-based product matching

. Develop and deploy ML models such as propensity-to-invest, SIP continuation likelihood, churn prediction, portfolio optimization signals, and product affinity

. Partner with product & advisory teams to embed analytics into investment journeys including portfolio insights, rebalancing nudges, and wealth recommendations

. Leverage AI-first approach including GenAI-assisted insights, intelligent dashboards, and conversational analytics for business teams (with strong governance and compliance)

. Drive AUM growth & engagement metrics through targeted campaigns, cohort strategies, and omni-channel activation (app, web, RM/tele-calling, partners)

. Design experimentation frameworks (A/B testing, cohort analysis) to optimize campaigns, nudges, and advisory interventions

. Collaborate with data engineering to build investment-specific datasets, customer 360 views, and scalable data models

. Define KPIs & reporting frameworks across funnel metrics (activation, SIP start, repeat investment), AUM growth, and campaign ROI

. Ensure regulatory & compliance adherence (SEBI guidelines, suitability norms, data privacy) across all analytics-driven decisioning

. Build and lead a strong analytics team, driving capability in investment analytics, mentoring team members, and setting high standards for delivery

What you bring

. Bachelor's/Master's degree in Mathematics, Statistics, Engineering, Finance, or a related quantitative field

. 8-12 years of experience in analytics/data science with strong exposure to investment/wealth/mutual fund analytics

. Strong understanding of investment products, investor behavior, and wealth management journeys

. Hands-on expertise in Python, SQL, PySpark experience working on modern data platforms and cloud ecosystems

. Experience in customer segmentation, lifecycle analytics, campaign analytics, and personalization frameworks

. Familiarity with portfolio analytics, risk profiling, and investment advisory models is strongly preferred

. AI-first mindset, with exposure to GenAI or advanced analytics tools for business decisioning

. Ability to translate business problems into analytical solutions and drive execution end-to-end

. Proven experience in stakeholder management and influencing senior leaders

. Experience in building and managing analytics teams

Why join ABCD

. Be part of a fast-growing digital financial services platform within a strong enterprise ecosystem

. Own a high-impact charter in the investments space-directly influencing AUM growth and customer engagement

. Work across multiple business lines with rich datasets and omni-channel customer journeys

. Opportunity to shape investment analytics, advisory, and personalization capabilities from the ground up

. Build and scale a high-performing analytics team and drive innovation in AI-led financial services

Skills Required
Pyspark, Sql, Customer Segmentation, Risk Profiling, Campaign Analytics, Python