General Manager- Investments

Responsibilities will include

Managing and overseeing our partnerships with NBFC/Wealth-tech partners, driving strategic business objectives for the Investments platform, and supporting operational excellence.

1. Functional Expertise

• Drive the post-launch growth of financial services product including but not limited to leading initiatives for Growth/ Performance Marketing, co-creating product journeys contextual to target audience demands.
• Develop and execute strategies to accelerate the investments business.
• Own regulatory understanding to grow within & despite regulatory challenges (prior experience navigating this experience is a plus)
• Leverage existing relationship/ build relationships with manufacturers and vendors/ TSPs and manage partnerships with, ensuring smooth operations and integration cost/ revenue optimisations
• Lead data-driven decision-making by analysing business health and collaborating with data science teams.
• Ensure optimization & enhancements on the business KPIs by working closely with product and tech teams.
• Ability to understand and improve upon KPIs, as well as present the outlook to executive leadership

2.Problem Solving

• Collaborate with partners & internal stakeholders to develop processes, troubleshoot issues, and manage reconciliation processes.
• Develop strategies to ensure high customer satisfaction by addressing business pain points.
• Oversee customer and regulatory escalations, collaborating closely with support teams to ensure timely resolution within the specified TATs.
• Tackle challenges related to business growth and scalability through data insights and innovative ideas.

3. Interaction

• External- regulatory interfaces, FS providers (AMCs, Insurers, distributors etc), Fintech industry connects, channel partners etc
• Internal collaboration: Work cross-functionally with product, tech, growth, marketing, customer experience, risk/ compliance, Legal teams, to drive business initiatives and ensure smooth execution.
• Capability to present to executive leadership and drive ownership of your vertical.
• Lead cross-team efforts to execute campaigns and achieve business goals.

To succeed in the role

Qualifications

• Graduation / PG
• 6+ years in D2C Fintech (preferred background- high scale discount brokerage or mutual fund platforms) or Consumer Tech companies (having experience of high scale operations)

Skills, experiences & behaviors

• Business planning & strategy building
• Plan & drive growth initiatives (understanding P&L, impact analysis)
• Prior experience in onboarding & managing partnerships/alliances
• Ability to analyze & comprehend data to derive meaningful outcomes (SQL would be a plus)
• Project management
• Stakeholder management – internal & external