Posted By
328
Posted in
Banking & Finance
Job Code
1646981
Product Lead - Advisory Products
Location: Gurgaon (Work from Office) | Experience: 8+ years | Type: Full-time
A. About Univest
Univest is building India's most comprehensive investment platform - simplifying research, advisory, and execution across equities, F&O, commodities, and mutual funds We're a fast-scaling Series-A stage fintech backed by a strong thesis: Advisory + Execution + Real-time insights = Smarter wealth outcomes
B. About the role
You will lead the end-to-end strategy and execution of Univest's advisory experience across equities, F&O, commodities, and mutual funds - working closely with a strong cross-functional team.Being an active options trader is a must-have for this role - the only way to build for traders is to deeply understand how they think, react, and make decisions in live markets.
C. Your Key Responsibilities
Product Strategy & Ownership:
- Lead the roadmap and delivery of advisory products across equities, F&O, commodities & mutual funds (obviously with a team)
- Prioritize experiences that drive business goals and real user outcomes
Trader-Focused Product Development
- Convert real trading insights & strategies into intuitive product experiences
- Work hands-on with research teams to deliver high-adoption experience
Data and Feedback Driven Iterations
- Define and track performance metrics across the full advisory funnel - signal quality, adoption, exits, risk adherence, retention & monetization
- Run structured experiments to improve execution success, repeat usage and paid conversions Build tight user feedback loops - especially with active traders
Cross-Functional Leadership
- Partner with Product, Business, Design, Engineering, CRM, Compliance and CX to ship high-quality business outcomes.
D. Who are you?
- 8+ years of product management experience in fast-paced startups
- Have owned and scaled multiple product lines end-to-end
- Proven to ship 0 - 1 and then scale 1 - n with clear business impact
- Strong analytical decision-making - fluent with product metrics and experiments
- Active options trader - deep empathy for trader behaviour in live markets
- Experience managing and mentoring a team of 2-4 PMs
- High ownership mindset: bias for action, loves solving hard user problems
E. Good to Have
- Built/ worked on trading products
- Understanding of SEBI compliances
- Experience working on subscription-based products.
- Exposure to investment advisory services.
F. Why Join Univest?
- Shape how India trades and invests - real users, real money, real impact
- Fast-paced environment with full ownership and room to experiment
- Work closely with founders on strategy and P&L
- Competitive compensation + high-value ESOPs (grow your wealth with us too)
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Posted By
328
Posted in
Banking & Finance
Job Code
1646981
