Product Manager

We are seeking an experienced Product Manager with strong expertise in financial services, website products, and digital product management to lead the strategy, development, and growth of our financial advisory website and wealth products platform. The ideal candidate will have deep knowledge of the finance domain, a customer-first mindset, and the ability to leverage AI and modern product practices to build innovative, scalable digital experiences.

The core responsibilities for the job include the following:

Product Strategy and Roadmap:

• Define and own the product vision, strategy, roadmap, and execution for website products and financial advisory solutions, aligned with business objectives.
• Prioritize features and initiatives based on customer needs, market trends, business impact, and data.
• Drive end-to-end product lifecycle management from ideation to launch and continuous optimization.
• Improve website user experience, engagement, SEO performance, and conversion funnels.

Website Product Management:

• Own and enhance the company's financial advisory website, ensuring seamless user journeys across web experiences.
• Optimize landing pages, calculators, blogs, dashboards, customer onboarding, and lead generation flows.
• Work closely with SEO, content, marketing, design, and engineering teams to improve website traffic, engagement, and conversions.
• Define website KPIs, including user acquisition, retention, engagement, conversion rate, and organic growth.

Customer Research and Market Analysis:

• Conduct customer interviews and usability testing and gather continuous customer feedback.
• Analyze customer pain points and translate insights into impactful website and product features.
• Perform competitor benchmarking and stay updated on the latest trends in financial services, wealth management, fintech, and digital products.
• Monitor regulatory changes, market developments, and emerging investment products.

Financial Domain Expertise:

• Strong understanding of financial planning, wealth management, mutual funds, insurance, tax planning, retirement planning, and investment advisory.
• Understand customer financial journeys and advisory workflows.
• Work closely with financial advisors to build products that enhance customer outcomes.

Product Development and Execution:

• Write detailed Product Requirement Documents (PRDs), user stories, and acceptance criteria.
• Collaborate with engineering, design, QA, marketing, SEO, and business teams to deliver high-quality digital products.
• Manage product backlogs and sprint priorities using Agile methodologies.
• Track KPIs and product performance to drive continuous improvements.

AI and Modern Product Management:

• Understand AI-assisted product workflows and identify opportunities to integrate AI into customer experiences and internal processes.
• Leverage AI tools to improve product discovery, documentation, prioritization, research, and execution.
• Stay updated with emerging AI technologies and evaluate their application within financial products.
• Experience with low-code/no-code prototyping tools (Figma, Lovable, Bolt, Bubble, Retool, FlutterFlow, etc. ) to quickly validate ideas and accelerate product development.

Product Adoption and Growth:

• Develop strategies to increase website traffic, product adoption, engagement, and customer retention.
• Work closely with marketing, growth, SEO, and sales teams to drive product awareness and successful launches.
• Define go-to-market strategies for new features and products.
• Monitor adoption metrics and optimize onboarding and customer journeys.

Stakeholder and People Management:

• Collaborate effectively with leadership, engineering, design, compliance, advisors, and business teams.
• Communicate product vision, priorities, and progress to stakeholders.
• Manage cross-functional dependencies and align teams toward common goals.
• Mentor junior product team members and foster a culture of ownership and collaboration.

Requirements:

• 3-5 years of product management experience.
• Experience in FinTech, wealth management, investment advisory, banking, financial services, or digital website products is mandatory.
• Experience managing web-based products, financial platforms, or customer-facing digital experiences from concept to launch.
• MBA in Finance or equivalent.
• Bachelor's degree in engineering, business, finance, or a related field.

Certification:

• Preferred: NISM Series X-A (Investment Adviser Level 1).
• Candidates who are not certified must successfully clear the NISM Series X-A examination before joining.

Product Management:

• Product strategy and roadmap planning.
• Website product management.
• Product lifecycle management.
• Prioritization frameworks (RICE, MoSCoW, value vs. effort).
• Agile/Scrum methodologies.
• Data-driven decision-making.
• Customer-centric product development.
• Website optimization, CRO, and basic SEO knowledge.

Finance Domain:

• Investment products and advisory.
• Wealth management.
• Financial planning.
• Taxation and retirement planning.
• Regulatory awareness (SEBI, NISM, financial compliance).

Technical Knowledge:

• Basic understanding of the Software Development Lifecycle (SDLC).
• Ability to work effectively with engineering teams.
• Familiarity with APIs, databases, and web/mobile technologies.
• Experience using analytics platforms such as GA4 Mixpanel, or Amplitude.
• Understanding of website analytics, SEO metrics, and conversion tracking.

AI and Innovation:

• AI-assisted product management workflows.
• Prompt engineering and AI productivity tools (ChatGPT, Claude, Gemini).
• AI-driven customer experiences and automation.
• Low-code/no-code prototyping tools.

Customer and Market Orientation:

• Customer interviews and feedback analysis.
• Market research and competitor analysis.
• Website optimization and growth strategies
• Product adoption and customer engagement.
• Customer retention.

Leadership and Communication:

• Excellent stakeholder management.
• Strong communication and presentation skills.
• People management and mentoring experience.
• Strong execution, ownership, and problem-solving mindset.

Skills

banking, digital, financial services, fintech, investment advisory, product, wealth management, web, website