Business/product Strategist mutual Fund - Mumbai, Maharashtra, India - Arin Consultancy

Deepika Kaur

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Deepika Kaur

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Description
Finance Mumbai _Mumbai Western Suburbs_ April 19, April 20, 2025 Mutual Fund


Job Overview:

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Office Location (Area) Mumbai
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Required Education - Bachelor's degree in finance, business, or a related field. An advanced degree (MBA, CFA) is highly desirable
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Course Type Full Time
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Min Required Experience (Years) 5
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Max Required Experience (Years) 10


Key Responsibilities:


  • Develop and implement longterm strategic plans to grow the mutual fund business,
aligning with company goals and market trends.

  • Identify and analyse different investor segments based on demographics, risk appetite,
investment goals, and behaviour to tailor products and marketing strategies
accordingly.

  • Develop strategies to increase the share of wallet from existing investors through cross selling additional products or services and upselling highervalue investment options.
  • Identify opportunities for acquiring new investors through targeted marketing
campaigns, distribution channel expansion, or product innovation.

  • Drive product positioning and messaging based on market research and customer
insights. Collaborate with various stakeholders to develop a clear and compelling
product vision aligning with the company's strategic objectives.

  • Strategize scheme pitchbooks and monthly collaterals for all our existing funds.
  • Track and analyse the performance of existing mutual fund products, benchmarking
against industry standards and investor expectations and make recommendations for
enhancements.

  • Analyse market trends and customer behaviour to adapt the product strategy to
changing market conditions.

  • Ensure compliance with regulatory requirements and industry best practices in all
business and product development activities.

  • Stay informed about macroeconomic factors such as interest rates, inflation, GDP
growth, and geopolitical events that could impact investment decisions and market
dynamics.

  • Conduct market research and presentation to identify new product opportunities,
analyse competitor offerings, and stay up to date with industry trends.

  • Collaborate with crossfunctional teams such as investment management, sales and
marketing, investment & research team to help scale business from existing & new
investors.

  • Regular interaction with Sales team and provide product related support. Ability to
provide training on products if required to external partners also

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