Digital Business Strategy and Growth (Mutual Funds)

About Us :

5paisa Capital Ltd. stands at the forefront of India's fintech revolution, offering a comprehensive digital platform for retail investors and traders. With a commitment to democratizing financial services, 5paisa provides a suite of products including Stocks, Futures & Options, Mutual Funds, IPOs, all accessible through user-friendly mobile applications and web platforms. Today 5paisa is a go-to platform for serious traders and investors.

About the Role :

We are looking for a dynamic professional with 2–3 years of experience in Digital Business Strategy & Growth (Junior / AM / DM level). The role involves defining the roadmap for Mutual Funds, enhancing customer journeys, and driving adoption, retention, and cross-sell opportunities. The ideal candidate will have hands-on experience in Mutual Funds, SIPs, and Cash Products, with strong analytical skills to track KPIs, derive insights, and implement growth strategies.

Responsibilities :

Define and execute the roadmap for Mutual Funds

Identify gaps in current offerings and design new features to drive customer engagement and adoption.

Benchmark industry practices and ensure competitive positioning through continuous innovation.

Drive initiatives to increase AUM, SIP, retention and cross-sell and increase digital adoption for inactive client base and for new onboarded in Mutual Funds and NFOs.

Embed nudges, journeys, and educational modules within digital platforms (app / web) to increase awareness and participation.

Partner with the Marketing team to design and execute targeted campaigns that boost acquisition and retention. Fair understanding of the working of the digital marketing platform to be able to create journeys, campaigns and derive insights.

Analyze drop-off journeys and implement solutions to improve conversion rates.

Collaborate with Product, Technology and Design teams to enhance platform UX / UI for Cash Market products.

Track and monitor key business KPIs, including AUM, SIP, Active / Inactive, Redemption, NFO, active delivery clients, Stock SIP AUM growth, and product-level client adoption.

Conduct deep dives into client behavior to identify opportunities for upsell, cross-sell, and engagement improvement.

Perform regular competitor benchmarking and market analysis to identify trends and maintain a strong competitive edge.

Qualifications :

Strong understanding of Mutual funds industry, Equity Markets & Retail Broking Business with hands-on experience in Mutual funds, Cash Product, SIP

Skilled in customer journey design, digital product management, and enhancing user experiences.

Strong analytical ability to interpret data, derive insights, and translate them into actionable strategies.

Effective stakeholder management and cross-functional collaboration with a track record of driving revenue-focused initiatives.

Preferred Skills :

Experience in Fintech is preferred.

2-3 years of experience preferred

Experience with automated testing frameworks and tools.

What You Can Expect :

Learning and Growth : Be part of a team that values continuous learning in the Legal and Compliance framework and encourages mentorship. Your journey with us will involve expanding your skill set and shaping your career path.

Dynamic Environment : Expect a dynamic and challenging work environment where your expertise directly influences the success of our private cloud platform.

Mentorship and Leadership : Experience a collaborative culture where your contributions matter. Foster a learning environment by providing mentorship and technical leadership. This isn’t just another job. It’s a front-row seat to the future of finance — and you’re invited.

Equal Opportunity Statement : We value diversity in all its forms — backgrounds, perspectives, experiences — and are committed to building an inclusive environment where every employee feels respected, heard, and empowered to grow. We do not discriminate based on race, religion, caste, color, gender identity or expression, sexual orientation, age, marital status, disability, or any other legally protected status. Our hiring decisions are based on merit, capability, and alignment with our values — always.