Wealthy.in - Investment Analyst - Mutual Fund

Key Responsibilities:

- Own and evolve the investment products roadmap, with a strong focus on mutual funds.

- Understand advisor/distributor needs and translate them into intuitive product experiences.

- Collaborate closely with Tech, design, and sales to deliver high-impact product features.

- Conduct data-driven analysis to identify trends, performance, and growth opportunities.

- Ensure regulatory compliance and smooth integration with AMCs and backend systems.

- Conceptualise and run campaigns for employees and partners to drive product engagement and sales.

- Drive product adoption and engagement with internal teams and end users.

Requirements:

- 3+ years of product management or relevant experience in the financial services industry.

- Solid knowledge of investment products, especially mutual funds.

- Strong analytical and problem-solving skills with a data-oriented mindset.

- High attention to detail and structured thinking.

- Bonus: experience in sales or working closely with sales/distribution teams.

- Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders.

- Business-savvy with a passion for improving customer outcomes.