Product Manager - Mutual Funds

ICICIDirect; Navi Mumbai; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services company is seeking a candidate for revenue management and online marketing roles within the mutual funds sector. Responsibilities include analyzing trends, strategizing marketing activities, training sales teams, and ensuring compliance. The ideal candidate will have a strong understanding of the Mutual Fund Industry and effective communication skills, alongside proficiency in Microsoft Office products.

Qualifications

• Sound knowledge of Mutual Fund Industry, Equity & Fixed Income Markets.
• Ability to communicate effectively (both oral & written) with individuals at all levels.
• Ability to work under pressure and with minimum supervision.

Responsibilities

• Ensure revenue targets through online and digital marketing are achieved.
• Analyze trends in the Mutual Funds industry & provide recommendations.
• Strategize marketing activities for customer activation and achieve sales targets.
• Coordinate with Asset Management Companies for product availability and revenue targets.
• Train sales force on Mutual Fund products and website features.
• Build strong relations with internal organizations to improve customer experience.
• Track regulatory changes and manage compliance.
• Be aware of info-security protocols for product team.

Skills

Knowledge of Mutual Fund Industry

Excellent computer skills

Interpersonal skills

Effective communication skills

Self-starter

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Macros

Job description

Job Responsibilities:

- Revenue Management; Responsible for ensuring the revenue targets through Online and digital marketing are achieved, shared responsibility of overall MF revenue targets along with segments

- Business Analytics; Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations. Identifying business approach that addresses segment/customer level product fitment based on financial needs/trends/triggers.

- Online Marketing; Strategize, plan marketing activities & for customer activation, achieve up-sell and cross-sell targets for DIY customers

- Coordination with Principal; Responsible for coordination with Asset Management Companies for empanelment, ensuring availability of their products, pay-out negotiations and achieving revenue targets from their marketing activities through online channel.

- Product Training; Responsible for training of sales force on Mutual Fund products and website features

- Inter-departmental Management; Coordinate and build strong working relations with various internal organizations including Marketing, Technology, Projects, Operations, Compliance & Research to ensure continuous customer engagement and improvement in customer experience.

- Compliance – track all regulatory changes and governing guidance’s, asses, understand and define the impact and manage transitions to be complained.

- Info-Security – Be completely aware on all info-security protocols for product team and be fully compliant.

Skills required:

Having sound knowledge of Mutual Fund Industry, Equity & Fixed Income Markets

- Candidate should possess excellent computer skills in Microsoft Excel, Word, PowerPoint, and also preferably macros.

- Should have strong interpersonal and effective communication skills; should be able to communicate effectively (for both oral & written) with individuals at all levels.

- A self-starter with the ability to work under pressure and with minimum supervision.