Fund Manager - Navi AMC

Navi; Bengaluru; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

Navi AMC is seeking a Fund Manager to co-anchor the equity investment function, overseeing both active and passive schemes. This role is a SEBI-designated Key Managerial Position responsible for managing the full spectrum of equity schemes and mentoring a growing research and dealing team.

The Fund Manager will drive the investment process end-to-end, contribute to product ideation for new schemes, and represent Navi AMC's investment philosophy to distributors, advisors, media, and unitholders.

Qualifications

• 8–12 years of equity investing experience as a research analyst or fund manager.
• CFA, MBA-Finance from a Tier-1 institution, or CA.
• Strong understanding of Indian equity markets and macro dynamics.

Responsibilities

• Make buy/sell/hold decisions in line with SID and KIM Mandates.
• Manage passive schemes: tracking error, index rebalances, corporate actions, cash-equitisation.
• Drive active schemes: stock selection, sector allocation, position sizing, alpha generation.
• Own and shape the investment process with primary research, channel checks, and macro analysis.
• Mentor the equity research analyst team and coach analysts.

Skills

Equity investing

Fund management

Team leadership

Stakeholder management

Education

MBA Finance / CFA / CA

Job description

The Investments team at Navi manages our portfolio of investment products, including mutual funds and digital gold. The team is responsible for conceptualizing new investment solutions and expanding the customer base for existing products, driving growth and accessibility in the investment space.

About the Role

We are looking to hire a Fund Manager to co-anchor the equity investment function at Navi AMC. This role is a SEBI-designated Key Managerial Position responsible for managing our full spectrum of equity schemes — both active and passive. The Fund Manager will own the investment process end-to-end for their allocated schemes, mentor a growing research and dealing team, contribute to product ideation for new scheme launches, and be a visible representative of Navi AMC's investment philosophy to distributors, advisors, media, and unitholders.

Key Responsibilities

• Make all buy/sell/hold decisions in line with each scheme's Scheme Information Document (SID), Key Information Memorandum (KIM), and mandate
• For passive schemes: manage tracking error tightly, execute index rebalancing on schedule, handle corporate actions (dividends, splits, F&O rollovers, index reconstitution) and cash-equitisation efficiently
• For active schemes: drive fundamental stock selection, sector allocation, position sizing, and generate consistent alpha over the benchmark across market cycles
• Own and shape the investment process — generate high-conviction ideas through primary research, company management interactions, channel checks, industry deep-dives, and macro analysis
• Mentor and manage the equity research analyst team; develop analysts through sector coverage assignments, feedback on research quality, and structured coaching
• Ensure compliance with SEBI Mutual Fund Regulations, scheme-level exposure limits, and internal risk frameworks.
• Represent Navi AMC externally — investor conferences, distributor meets, media (TV, print, digital), and unitholder communication; own performance narrative in periods of both outperformance and drawdown.

Must Haves

• 8–12 years of equity investing experience as a research analyst or fund manager at a mutual fund, PMS, insurance, or proprietary book of comparable scale.CFA, MBA-Finance from a Tier-1 institution, or CA.
• Exceptional bottom-up stock-picking acumen through deep fundamental research; ability to develop differentiated theses on individual companies and conviction to size positions meaningfully when the evidence warrants.
• Deep understanding of Indian equity markets, macro dynamics, sectoral trends, and corporate India across market caps. Deep expertise in at least 3–4 sectors will be preferred.
• Strong people orientation — genuinely invested in developing the analyst bench through structured coaching, honest feedback, and career pathing; builds strong partnerships across Investments, Risk, Product, and Sales, contributing to a collaborative, process-driven investment culture.
• Familiarity with SEBI MF regulations, scheme compliance, and reporting obligations.

About Navi

We are on a mission to make finance simple, accessible and affordable for a billion Indians. Guided by a strong customer-first approach, we are building tech-first solutions that work at scale. Our offerings include a range of financial products and services across Loans, Insurance, Mutual Funds, Digital Gold and UPI.

Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India’s fastest-growing financial services organisations. But we’re just getting started!

To know more about us, our work, people, culture, values etc., check out navi.com/ca r eers.

Our Culture

At Navi, we’re a place where ambition meets opportunity and ideas turn into impact quickly. We empower people with high ownership from the start, encouraging them to solve meaningful problems and build with excellence. Teams here work in an environment that values speed, collaboration and craftsmanship, while celebrating learning, growth and shared wins along the way. Whether you’re shaping the future of fintech products or driving innovation behind the scenes, life at Navi means being part of a high-energy, talent-driven workplace where your contributions truly make a difference.

We’re guided by our own operating system - The Navi OS - a set of principles that shape how we work and win together. You can explore the m at navi.com/careers/values-at -navi to see what drives us everyday. If this feels like you, Navi is the place to grow, thrive and make a real impact.