Assistant Manager/Manager - Applied Behavioral Research

Description:

Role Assistant Manager/ Manager- Applied Behavioral Research

Internal Level Assistant Manager/Manager

Reports To SVP Behavioral Finance & Consumer Insights.

Location Mumbai

Responsibility Level Middle Management

Works With:

Internal: Yes

External: Yes

Key Responsibilities

- Conduct applied behavioral and consumer research related to investing, retirement planning, risk behavior, savings, and spending.

- Design and execute surveys, experiments, and data analyses to understand investor preferences, beliefs, and decision-making patterns.

- Analyze large datasets using statistical and analytical tools to generate actionable insights.

- Develop behavioral frameworks and models to explain investor behavior across segments and over time.

- Partner with product, marketing, and sales teams to embed behavioral insights into product design, investor communication, and advisor tools.

- Translate research findings into clear, practical recommendations for internal stakeholders.

- Prepare research summaries, reports, and presentations for senior management and internal forums.

- Support thought leadership initiatives through articles, whitepapers, or conference participation (as relevant).

Key Performance Indicator

- Number of behavioral research projects completed and delivered on time.

- Quality of actionable insights adopted by internal teams (product, marketing, sales).

- Number of behavioral frameworks or tools developed and implemented.

- Stakeholder feedback on clarity and usefulness of research outputs.

- Contribution to thought leadership (articles, presentations, or workshops conducted).

Competencies Required

- Strong grounding in statistical methods such as regression analysis, experimental design, survey analysis, and basic modeling.

- Technical skills: Hands-on experience with analytical tools such as Python, R or equivalent and data mining and anaytics capability.

- Experience designing surveys and working with primary and secondary research data.

- Ability to communicate complex behavioral insights clearly to non-technical audiences.

- Strong interest in investing, financial markets, and investor behavior.

Preferred / Good to Have

- Experience in asset management, wealth management, financial services, or adjacent sectors.

- Exposure to product development, digital journeys, or investor communication design.

- Familiarity with behavioral finance concepts and real-world application.

- Experience contributing to research publications, reports, or internal knowledge assets.

Key Attributes

- Curious, structured thinker with a strong problem-solving mindset

- Comfortable balancing rigor with practical business relevance

- Collaborative and able to work across teams

- Detail-oriented, with the ability to see broader behavioral patterns

Qualification

Postgraduate degree in psychology, behavioral economics, economics,sociology, behavioral finance, or a related discipline.

Work Experience

2 to 5 years of relevant experience in behavioral research, consumer insights, analytics, or applied social science roles.