Univest - Product Lead - Advisory Products

4 weeks ago


Gurugram, India Univest Communication Technologies Private Limited Full time

Location: Gurgaon (Work from Office) | Experience: 8+ years | Type: Full-timeA. About UnivestUnivest is building India's most comprehensive investment platform - simplifying research, advisory, and execution across equities, F&O, commodities, and mutual fundsWe're a fast-scaling Series-A stage fintech backed by a strong thesis: Advisory + Execution + Real-time insights = Smarter wealth outcomesB. About the roleYou 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 ResponsibilitiesProduct 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 outcomesTrader-Focused Product Development- Convert real trading insights & strategies into intuitive product experiences- Work hands-on with research teams to deliver high-adoption experienceData 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 tradersCross-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 problemsE. 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) (ref:iimjobs.com)


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