Lead Product Manager Investments & Wealth

Experience: 5+ Years
Role: Lead Product Manager
Domain: Fintech / Wealth-Tech / Investments

About the Role

We are looking for a hands-on Lead Product Manager to own investment and wealth products across mutual funds, Indian equities, U.S. stocks, portfolio management, and related financial services.

The ideal candidate has experience building and scaling real investment journeys and can work across customer experience, transaction infrastructure, APIs, portfolio data, compliance, operations, and business priorities.

Key Responsibilities
Define product strategy, roadmap, priorities, and success metrics for investment and wealth products.
Own end-to-end mutual fund journeys including discovery, investments, SIPs, redemptions, switches, mandates, order tracking, settlement, and servicing.
Build and improve Indian equity and advisory experiences including suitability, consent, portfolio allocation, rebalancing, execution, and reconciliation.
Shape U.S. stock investing journeys covering onboarding,



brokerage/custody integrations, funding, FX, trading, holdings, corporate actions, and tax reporting.
Build a reliable multi-asset portfolio layer covering mutual funds, equities, ETFs, U.S. stocks, NPS, EPF, deposits, and other assets.
Define API/data contracts, transaction states, failure handling, data lineage, and reconciliation processes.
Ensure asynchronous financial workflows provide accurate and trustworthy transaction status to customers.
Work closely with Engineering, Design, Compliance, Tax, Operations, Finance, Support, and external partners.
Create PRDs, workflows, state machines, acceptance criteria, launch plans, and operational playbooks.
Monitor product metrics such as activation, transaction completion, mandate success, reconciliation, portfolio growth, retention, and support volume.
Analyse customer issues, failed transactions, and operational edge cases to continuously improve product qual

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