Senior Manager - Product - ULIP & Investment Marketing

Job Description - Senior Manager, Product (ULIP & Investment Marketing)

1. Role Purpose:

We are looking for a passionate, market-aware, investment-savvy Senior Manager to elevate HDFC Life's ULIP business through smarter customer engagement, sharper investment narratives, and thoughtful end-to-end lifecycle management.

This role is designed for a strategic thinker who understands markets, loves decoding investment trends, and can weave compelling stories around funds that keep customers invested year after year.

2. What Makes This Role Exciting:

- You directly influence how customers perceive HDFC Life's ULIP investment capabilities.

- You get to shape fund narratives, promote focus funds, and strengthen our positioning in the investment-led insurance space.

- You own the entire ULIP lifecycle, ensuring customers stay engaged, informed, and confident about staying with HDFC Life.

3. Key Responsibilities:

A. Investment Marketing & Fund Promotion:

- Build strong, relatable narratives around HDFC Life's investment philosophy, fund performance and market views.

- Create periodic fund insights, investment outlook notes, and storytelling-based content for customers and distributors.

- Promote focus funds strategically through data-backed communication campaigns.

- Work closely with Investment/IC/Finance teams to translate market trends into actionable, customer-friendly communication.

B. Market Insights & Strategy:

- Maintain a strong pulse on equity, debt, hybrid markets and macro-economic developments.

- Translate market movements into simplified insights for leadership, distributors, and customers.

- Benchmark ULIP funds and propositions against competitors to identify differentiation opportunities.

- Support product refresh recommendations aligned to market cycles and customer expectations.

- Support distribution channels with crisp training content, investment narratives, and competitive positioning.

4. Required Domain Expertise:

A. Understanding of Markets:

- Strong grasp of equity and debt markets, macro trends, interest rate cycles, asset allocation and risk-return dynamics.

- Ability to simplify market movements and explain fund performance drivers clearly.

B. Customer Lifecycle & Investment Communication:

- Experience in designing lifecycle journeys and investment-led retention strategies.

- Ability to craft engaging, trustworthy communication that resonates with diverse customer profiles.

5. Experience & Qualifications:

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

- Strong understanding of market-linked products (MFs, ETFs, Hybrid Funds).

- MBA/PGDM in Finance, Marketing or related field preferred.