Univest - Product Lead - Advisory Products

Description:

Location: Gurgaon (Work from Office)

Experience: 8+ years

Type: Full-time.

About Univest:

Univest is building Indias most comprehensive investment platform - simplifying research, advisory, and execution across equities, F&O, commodities, and mutual funds.

Were a fast-scaling Series-A stage fintech backed by a strong thesis: Advisory + Execution + Real-time insights = Smarter wealth outcomes.

About the role:

You will lead the end-to-end strategy and execution of Univests 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.

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.

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 PM's.

- High ownership mindset: bias for action, loves solving hard user problems.

Good to Have:

- Built/ worked on trading products.

- Understanding of SEBI compliances.

- Experience working on subscription-based products.

- Exposure to investment advisory services.

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).