Insurance Dekho - Senior Manager/Manager - AMC Relations & Supply Ops

About the Role:-

We are looking for a mutual fund domain expert to lead our AMC partnerships, product shelf strategy, and supply operations for the Mutual Fund distribution business at InsuranceDekho. This role will be the central bridge between AMCs, internal product/tech teams, and our partner agent ecosystem-ensuring we bring the right products to market in a compliant, scalable, and advisor-friendly way.

As we build this business from the ground up, you'll be instrumental in shaping how mutual funds are distributed across Bharat-digitally and via assisted channels.

Key Responsibilities

Launch Phase

- Identify, evaluate, and onboard key AMCs to build a diverse and high-performing fund shelf.

- Define fund curation and recommendation frameworks aligned with investor goals, segments, and risk profiles.

- Work closely with product and engineering teams to enable seamless integrations with AMCs and RTAs (e.g., BSE Star MF, CAMS, MFU).

- Collaborate with Sales, L&D, and Operations to create agent playbooks, investor education content, and knowledge tools for distribution partners.

- Ensure all supply-side processes adhere to SEBI guidelines and AMC-specific protocols, building a fully compliant and audit-ready platform.

- Set up standard operating procedures (SOPs) for fund onboarding, updates, and payout processing to streamline day-to-day supply operations.

- Establish performance metrics and reporting dashboards for monitoring AMC engagement, fund performance, and shelf effectiveness.

- Create documentation and workflows for operational audit trails, partner due diligence, and data compliance requirements.

Scale-Up Phase

- Deepen AMC partnerships to unlock preferential commercial arrangements, co-branded campaigns, and ecosystem access.

- Feed AMC insights (fund outlooks, strategy notes, performance trends) into product, sales, and marketing teams to optimize offerings.

- Enhance the fund recommendation engine by integrating AMC-provided data and third-party research inputs.

- Track regulatory changes, fund performance trends, and competitor moves to keep our strategy ahead of the curve.

- Identify and close gaps in supply-side tech infrastructure, working with Product to automate fund updates, switch-ins/outs, and payouts.

- Facilitate quarterly business reviews (QBRs) with key AMCs to strengthen strategic alignment and improve mutual fund shelf performance.

- Expand the fund universe by introducing new categories (e.g., ETFs, international funds, thematic offerings, other Financial Service lines) based on customer trends and advisor feedback.

What We're Looking For

- 6-8 years of experience in mutual fund AMCs, fintech platforms, RIAs, or wealth distribution channels.

- Proven ability to build and manage strategic relationships with AMC product and distribution teams.

- Deep understanding of mutual fund operations, SEBI regulations, and platform integrations with AMCs/RTAs.

- Ability to synthesize regulatory and technical knowledge into actionable strategies for business and product stakeholders.

- Strong communicator, collaborative mindset, and bias for execution in high-growth, fast-paced environments.

- Passion for simplifying financial products and driving investor literacy at scale.