Senior Manager - Product Management

Role Overview

Investment Marketing and Fund Promotion

• Craft compelling narratives around ULIP funds, investment philosophy, and market trends.
• Develop periodic fund insights, performance notes, investment outlooks, and storytelling-driven content.
• Promote focus funds through data-backed campaigns.
• Translate market movements and financial trends into clear communication for customers and distributors.
• Work with Investment, IC, and Finance teams to build transparent and trustworthy narratives.

Market Insights and Strategy

• Track equity, debt, and hybrid markets along with macroeconomic shifts.
• Simplify market changes into actionable insights for leadership and distribution.
• Benchmark competitor ULIP funds to identify differentiation and strategic opportunities.
• Support product refresh ideas aligned with market cycles and customer expectations.
• Provide distribution channels with training content, investment stories, and competitive positioning.

Customer Lifecycle and Retention

• Design end-to-end ULIP lifecycle journeys that improve customer engagement and retention.
• Create communication strategies that build trust, reduce lapses, and encourage long-term investment holding.

Work Experience

• 5–10 years of experience in product management, investment communication, or financial product marketing.

Essential Qualification

• An MBA or PGDM in Finance, Marketing, or a related field is listed as preferred.

Preferred Skills

• Translate complex financial trends into clear and engaging narratives.
• Demonstrate execution agility for marketing and communication needs.
• Collaborate with Investment, IC, Finance, Product, and Distribution teams.
• Use strong writing, presentation, and customer-friendly explanation skills.
• Track markets and competitor funds continuously.
• Design lifecycle communication that improves ULIP persistency and retention.