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Yogita Loke

@yogitaloke

Product Manager at Unity Small Finance Bank, owning the MF Portal and supporting mutual fund launches on mobile and internet banking.

India

Message

At Unity Small Finance Bank, I own the MF Portal, including new features and UAT, and work with the Digital Team on mutual fund launches across mobile and internet banking. I also coordinate product onboarding and training with AMCs.

At Andromeda Wealth, I was Product Owner of the wealth management portal, handling new functionalities and UAT. I also coordinated product onboarding and operations across AMCs, PMS, AIF, bonds providers, BSE and NSE.

At CRISIL, I led a team of 9 data analysts working on databases covering the domestic mutual fund, PMS and AIF industries. That data supported analytics and tools including CRISIL Fund Analyser (CFA 7), and I worked with application development teams on requirements and UAT.

Experience

Work history, roles, and key accomplishments

Current

AVP - Product Manager - Mutual Fund

Current

Unity Small Finance Bank

Jan 2025 - Present (1 year 9 months)

Liaise with AMCs for product onboarding, training, and commercial negotiation. Oversee MF operations, MIS & analytics teams, and coordinate with digital teams for launching MFs on banking platforms.

Product Management Mutual Funds Stakeholder Coordination UAT Compliance MIS Analytics Training

Sr. Manager

Andromeda Wealth

Mar 2024 - Jan 2025 (10 months)

Coordinated with AMCs, PMS, AIF, bonds providers, and exchanges for product onboarding and operations. Managed back-end operations on BSE & NSE platforms and led the operations team.

Product Management Wealth Management BSE NSE Operations Training Audit Customer Service

Assistant Manager

CRISIL

Nov 2011 - Feb 2024 (12 years 3 months)

Led a team of 9 data analysts capturing and appending databases for the mutual fund, PMS, and AIF industries. Maintained quality checks, onboarded new client mandates, and generated performance reports.

Data Management Team Leadership Mutual Funds PMS AIF UAT Client Onboarding Reporting Mentorship

Senior Analyst

CafeMutual

Jan 2011 - Oct 2011 (9 months)

Prepared analytical reports and articles on the MF industry for the website. Updated mutual fund news, fact sheets, and data, and coordinated with AMCs for information.

Mutual Funds Research Content Management Data Analysis Website Management

Content Executive

ICRA Analytics

Nov 2007 - Dec 2010 (3 years 1 month)

Updated mutual fund news on the website and generated reports from MFI explorer covering risk-adjusted performance metrics. Prepared weekly and monthly research reports for AMCs.

Mutual Funds Research Content Management MFI Explorer Report Generation Client Queries

Customer Service Executive

Sprism Investments Services

Apr 2005 - Oct 2007 (2 years 6 months)

Maintained and updated client portfolios in MFI-Explorer and Portfolio Tracker. Coordinated with mutual fund houses and prepared monthly analysis reports and presentations for clients.

Customer Service Portfolio Management MFI Explorer Client Relations Reporting Presentation Skills

Account Assistant

BSE

Sep 2003 - Mar 2005 (1 year 6 months)

Prepared sales and purchase invoices in Tally and followed up on debtor and creditor payments. Prepared clearing house bills and handled queries from BSE members.

Accounting Tally Invoicing Clearinghouses Customer Queries