Digital Wealth Products & Growth

AXIS DIRECT; Navi Mumbai; On-site; INR 5,000,000 - 9,000,000; Full time

Job summary

Axis Direct in Navi Mumbai is seeking an entrepreneurial leader to own the digital growth of our Wealth Products business.

You will drive customer adoption, engagement and revenue across Mutual Funds, Bonds, Insurance, Investment Baskets, Global Investing and other wealth solutions, collaborating across Product, Growth, Marketing, Analytics and Customer Experience to build scalable digital wealth experiences.

Qualifications

• 8 to 12 years of experience in Wealth Management, Digital Products, Product Growth, Fintech or Financial Services.
• Strong understanding of investment products, including Mutual Funds, Bonds and Insurance.
• Experience managing digital product growth or wealth distribution businesses.
• Demonstrated ownership of business metrics and commercial outcomes.
• Strong analytical and problem-solving capabilities.
• Experience with customer lifecycle management, experimentation and digital growth.
• Excellent stakeholder management and execution skills.

Responsibilities

• Own the growth strategy for all digital wealth products.
• Drive customer acquisition, activation, engagement and repeat investment.
• Grow Assets Under Management (AUM), active investors and wealth revenues.
• Develop annual and quarterly business plans aligned with organizational goals.
• Identify new growth opportunities across products and customer segments.
• Define and prioritise enhancements across digital wealth journeys.
• Improve customer discovery, onboarding and investment experience.
• Simplify investment journeys to improve customer conversion.
• Partner with Product and Technology teams to launch new capabilities.
• Drive initiatives that improve customer engagement and long-term retention.
• Design initiatives that increase wealth product activation, repeat investments, cross-sell and wallet share.
• Own customer engagement across App, Web, Push Notifications, Email, WhatsApp, SMS and in-app communication.
• Drive adoption and growth across Mutual Funds, Bonds, Insurance, Investment Baskets, Global Investing and other offerings.
• Track and improve key metrics and build dashboards for actionable insights.

Skills

Wealth management

Digital product growth

Fintech

Analytical thinking

Stakeholder management

Experimentation

A/B testing

Personalization

Lifecycle management

Data-driven decision making

Job description

About the Role

We are looking for an entrepreneurial leader to own the digital growth of our Wealth Products business. This is a high-impact role responsible for driving customer adoption, engagement and revenue across our investment product portfolio, including Mutual Funds, Bonds, Insurance, Investment Baskets, Global Investing and other wealth solutions. You will work at the intersection of Product, Growth, Marketing, Analytics and Customer Experience to build scalable digital businesses beyond broking. The role requires end-to-end ownership of customer growth, product adoption, commercial performance and digital engagement. This is an opportunity to shape the future of digital wealth at AxisDirect by building customer-first investment experiences and accelerating the growth of our wealth ecosystem.

Key ResponsibilitiesOwn Digital Wealth Business Growth

1. Own the growth strategy for all digital wealth products.
2. Drive customer acquisition, activation, engagement and repeat investment.
3. Grow Assets Under Management (AUM), active investors and wealth revenues.
4. Develop annual and quarterly business plans aligned with organizational goals.
5. Identify new growth opportunities across products and customer segments.

Product & Customer Experience

1. Define and prioritise enhancements across digital wealth journeys.
2. Improve customer discovery, onboarding and investment experience.
3. Simplify investment journeys to improve customer conversion.
4. Partner with Product and Technology teams to launch new capabilities.
5. Drive initiatives that improve customer engagement and long-term retention.

Customer Growth & Lifecycle

Design initiatives that increase:

1. Wealth product activation.
2. Repeat investments.
3. Cross-sell across investment products.
4. Wallet share.
5. Customer lifetime value.

Own customer engagement across:

1. App
2. Web
3. Push Notifications
4. Email
5. WhatsApp
6. SMS
7. In-app communication

Commercial Growth

Drive adoption and growth across:

1. Mutual Funds
2. Bonds
3. Insurance
4. Investment Baskets
5. Global Investing
6. Unlisted Investments
7. Any future digital wealth offerings

Identify opportunities to increase product penetration and revenue contribution.

Data & Analytics

Track and improve key business metrics including:

1. Active wealth investors.
2. AUM growth.
3. Product-wise penetration.
4. Customer activation.
5. Repeat investments.
6. Cross-sell rate.
7. Revenue contribution.
8. Customer retention.
9. Campaign effectiveness.

Build dashboards and generate actionable business insights.

Experimentation & Optimization

Continuously improve customer experience through:

1. A/B testing.
2. Behavioral nudges.
3. Personalization.
4. Customer segmentation.
5. Journey optimization.
6. Product recommendations.
7. AI-driven engagement.
8. Campaign optimization.

Cross-functional Leadership

Partner closely with:

1. Product
2. Technology
3. Marketing
4. Sales
5. Research
6. Operations
7. Compliance
8. Analytics

Drive initiatives from concept to execution while ensuring alignment across stakeholders.

Market Intelligence

Stay updated on:

1. Wealth industry trends.
2. Competitor offerings.
3. Digital investment platforms.
4. Customer behavior.
5. Regulatory developments.
6. Emerging investment products.

Translate insights into business opportunities and product enhancements.

Desired Candidate Profile

1. 8 to 12 years of experience in Wealth Management, Digital Products, Product Growth, Fintech or Financial Services.
2. Strong understanding of investment products, including Mutual Funds, Bonds and Insurance.
3. Experience managing digital product growth or wealth distribution businesses.
4. Demonstrated ownership of business metrics and commercial outcomes.
5. Strong analytical and problem-solving capabilities.
6. Experience with customer lifecycle management, experimentation and digital growth.
7. Excellent stakeholder management and execution skills.