• Lead a content team producing articles, videos, podcasts and emails to boost investor engagement, ensuring accuracy, compliance, and brand consistency.• Simplify mutual funds and complex financial concepts for diverse audiences - retail and institutional through the Wise Cast - an Investor Education initiative.• Analyse mutual funds and drive product positioning and messaging based on market research and customer insights.• Collaborate cross-functionally to develop material for… Show more • Lead a content team producing articles, videos, podcasts and emails to boost investor engagement, ensuring accuracy, compliance, and brand consistency.• Simplify mutual funds and complex financial concepts for diverse audiences - retail and institutional through the Wise Cast - an Investor Education initiative.• Analyse mutual funds and drive product positioning and messaging based on market research and customer insights.• Collaborate cross-functionally to develop material for sales and marketing, with inputs from the investment team to reflect market perspectives and strategies.• Manage the end-to-end training process, from need assessment to curriculum design, e-learning modules, and post-training evaluation and feedback for continuous improvement. Show less

• Led the mutual fund research division - tracking and analyzing funds to recommend suitable funds across categories.• Managed key relationships with asset management partners.• Developed category content for the website and marketing campaigns, enhancing brand visibility through authored articles, and fund reviews for the blog, and responses on Quora.• Built an algorithm for the Mutual Fund Robo-Advisory platform, and Investor Risk Profiling on the mobile application.•… Show more • Led the mutual fund research division - tracking and analyzing funds to recommend suitable funds across categories.• Managed key relationships with asset management partners.• Developed category content for the website and marketing campaigns, enhancing brand visibility through authored articles, and fund reviews for the blog, and responses on Quora.• Built an algorithm for the Mutual Fund Robo-Advisory platform, and Investor Risk Profiling on the mobile application.• Established core processes within the Customer Service/Operations team.• Collaborated across product, UI/UX, testing, marketing, customer service and legal teams to ensure accuracy in product features, services and content.• Periodically trained the CRO team to improve conversion rates. Show less

• Research and analyse the marketplace, assess industry trends and conduct competitive analyses to ensure proper positioning of products and services• Work directly with sales, investment, and marketing groups to create materials and presentations for internal and external use• Synchronize with the investment team to study the portfolio, liquidity of the funds and analyse the valuations & performance of peer funds• Prepare responses for Requests For Proposals and Due Diligence… Show more • Research and analyse the marketplace, assess industry trends and conduct competitive analyses to ensure proper positioning of products and services• Work directly with sales, investment, and marketing groups to create materials and presentations for internal and external use• Synchronize with the investment team to study the portfolio, liquidity of the funds and analyse the valuations & performance of peer funds• Prepare responses for Requests For Proposals and Due Diligence Questionnaire for Sharia, EPFO, ADIA, Kuwait Investment Authority and PFRDA• Analyse performance of products offered by Fund Houses during bullish and bearish phases of the markets • Prepare Product and Investor Education presentations • Create reports for the portfolio manager including writing commentaries on product outlook, performance and risk attribution• Meeting distributors, IFAs to give them regular performance updates and portfolio positioning• Collect and analyse business intelligence data from available industry reports, public information & field reports• Write articles on the monthly newsletter “The Wise Investor”• Assist sales and support staff through training and mentoring Show less