5Paisa - Portfolio/Product Manager

1 week ago


Mumbai, Maharashtra, India 5paisa Capital Full time

Responsibilities:

Product Strategy & Development:

  • Lead the development of the product roadmap and strategy for portfolio and reporting modules, focusing on user needs and market trends.
  • Manage the entire product development lifecycle from ideation to launch, iterating based on user feedback and market data.
  • Develop and maintain comprehensive product documentation, including user stories, acceptance criteria, and functional specifications.

Growth & User Experience:

  • Define and implement product strategies to drive growth and widespread adoption of the portfolio and reporting modules.
  • Champion an intuitive user experience by ensuring the design and functionality of these tools are clear and efficient.
  • Track key performance indicators (KPIs) to measure the success of the products and identify areas for improvement.

Market Insights & Reporting Expertise:

  • Conduct thorough user research to understand client needs, emerging market trends, and the competitive landscape.
  • Develop robust reporting frameworks that provide clear, accurate, and actionable insights for wealth management professionals.
  • Ensure product compliance with all relevant financial regulations and industry standards.

Analytics & Collaboration:

  • Leverage data analytics to monitor product performance, analyze user feedback, and drive continuous improvement.
  • Possess strong communication and collaboration skills to influence and work effectively with crossfunctional Master's degree in Finance, Business Administration, or a related field (preferred).
  • Minimum of 5+ years of experience in product management, preferably within the WealthTech or Fintech industry.
  • Strong understanding of wealth management principles, portfolio management strategies, and reporting functionalities.
  • Proven ability to develop and implement successful product roadmaps and launch strategies.
  • Demonstrated experience with user research methodologies and data analysis.
  • Excellent communication, interpersonal, and collaboration skills.
  • Ability to work independently and manage multiple priorities in a fastpaced environment.
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