Category Manager - Mutual fund Product

Skillventory; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Skillventory, a Mumbai-based fintech firm, seeks a seasoned business development professional to expand mutual fund distribution and wealth management partnerships. You will shape strategy, negotiate with AMCs, and design competitive pricing structures.

You will also conduct market research, develop training programs, and create compelling marketing content to engage channel partners and drive growth.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• MBA or equivalent qualification is a plus.

Responsibilities

• AMC Liaising: Build and strengthen relationships with AMCs, including price negotiations and strategic partnerships.
• Business Development & Strategy: Drive growth through planning, budgeting, and collaboration with channel development, sales, and KAM teams.
• Product & Market Research: Research products and markets to curate client portfolios and recommend mutual fund schemes.
• Brokerage & Payout Structures: Design brokerage and payout structures, benchmark rates, and create pricing frameworks.
• Business Process Automation (Optional): Improve efficiency by translating requirements into automated workflows.
• Partner & Employee Training: Deliver trainings, organize weekly market outlook calls and monthly masterclasses.
• Marketing Content Development: Create newsletters, presentations, and one-pagers with strong research support.
• Lead Generation: Support marketing-driven lead generation to boost partner activation and growth.

Skills

Stakeholder management

Negotiation

Strategic thinking

Cross-functional collaboration

Analytical mindset

Communication skills

Training delivery

Market research

Education

Bachelor's degree in Finance/Business/Economics

MBA or equivalent

Tools

Process automation exposure

Job description

Roles & Responsibilities:

• AMC Liaising: Manage and strengthen relationships with Asset Management Companies (AMCs), including price negotiations, coordination of sales drive initiatives, and building strategic partnerships.
• Business Development & Strategy: Drive business growth through business modelling, strategic planning, budgeting, and close collaboration with channel development, sales, and Key Account Management (KAM) teams.
• Product & Market Research: Conduct in-depth product and market research to curate client portfolios, develop financial planning tools, and recommend suitable mutual fund schemes.
• Brokerage & Payout Structures: Design and manage brokerage and payout structures to optimize financial performance. Benchmark industry rates and develop competitive pricing frameworks.
• Business Process Automation (Optional): Improve operational efficiency by understanding business logic, translating requirements into automated workflows, and reducing manual effort in day-to-day processes.
• Partner & Employee Training: Deliver training sessions on new products and market trends for partners and internal teams. Organize weekly market outlook calls and monthly masterclasses.
• Marketing Content Development: Create mutual fund newsletters, presentations, and one-pagers backed by strong research to support channel partners in client engagement.
• Lead Generation: Support lead generation through marketing initiatives in collaboration with the sales team to improve partner activation and overall business growth.

Qualifications & Experience

• Bachelors degree in Finance, Business Administration, Economics, or a related field.
• MBA or equivalent qualification is a plus.
• 4 - 8 years of experience in mutual fund distribution, wealth management, AMC relationship management, or fintech.
• Strong understanding of mutual fund products, market dynamics, and regulatory environment.
• Experience working with AMCs, distributors, IFAs, or channel partners.
• Prior exposure to brokerage models, payout structures, and pricing frameworks preferred.

Key Skills & Competencies

• Strong stakeholder management and negotiation skills.
• Strategic thinking with hands-on execution ability.
• Analytical mindset with experience in product comparison and market research.
• Ability to work cross-functionally with sales, KAM, marketing, and tech teams.
• Excellent communication and presentation skills, with the ability to conduct trainings and masterclasses.
• Comfortable working in a fast-paced, growth-oriented fintech environment.
• Exposure to process automation, tools, or basic tech workflows will be an added advantage.