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Product Manager – CRM & Platform – Mumbai

Department: Product

Location: Hybrid, Mumbai

Positions: 1

What Is This Role About?

Product Manager – CRM & Platform

- Job is based at the Mumbai (HQ)
- Reports to Head of Product

At compoundexpress, we're building the operating system for India's mutual fund distributors the CRM, client experience, and integration fabric behind every advisor-client interaction on the platform. This is a builder's seat: end-to-end ownership of the products that turn fragmented, manual workflows into a modern, self-serve fintech experience. We're looking for someone who thinks like a challenger, not a custodian who walks in from outside financial-services convention and asks "why does this still work this way?" You'll own a dense, high-leverage roadmap spanning CRM, insurance, AI-led reporting, and platform infrastructure, and ship it through disciplined, phased releases that never break trust with distributors managing real client money.

Responsibilities

- Own the CRM product roadmap - client data architecture, communication workflows, data quality and anomaly resolution, task/workflow automation, and reporting
- Lead client-facing self-service capabilities, enabling clients to manage their own profiles, transactions, and reports with minimal manual intervention
- Drive third-party and partner integrations - insurance, AI-led analytics and reporting, payments, and other ecosystem partnerships that extend the platform's capabilities
- Own platform infrastructure decisions - identity and access management, subscription and billing workflows, and white-labelling for partner-branded instances
- Support strategic, cross-functional initiatives as directed by leadership
- Run release governance - phased rollouts, automation-first testing, predictable release cadence, and minimal production disruption
- Assign and track responsibilities clearly across engineering, QA, DevOps, and leadership for every module you own
- Report progress and risks to leadership in structured, concise updates

Must-Have Skills
- Engineering degree (BE, BTech, etc..) , MBA or equivalent preferred
- Mode of Working: Regular in-office collaboration with engineering, QA, and leadership; Not a remote role
- Experience of 5–7 years in product management, majority of it within fintech (not traditional BFSI/insurance companies)
- Direct, hands-on product ownership of CRM and/or Insurance modules — has shipped features in this space,



not just adjacent to it
- Functional & Tech Skills: Strong data-modeling instincts: comfortable designing for edge cases (KYC/PAN anomalies, minor accounts, family/entity relationships) without defaulting to manual workarounds
- Functional & Tech Skills: Experience owning integrations with external partners/APIs (payment gateways, SSO, data-sharing pipelines) — has coordinated a multi-party integration roadmap, not just consumed a single API
- Functional & Tech Skills: Track record of running phased, automation-first release cycles with minimal production disruption
- Functional & Tech Skills: Clear, structured written communication — able to translate messy operational requirements into a spec/PRD an engineering team can execute
- Soft Skills: Comfortable owning a wide, ambiguous, multi-module charter and sequencing it independently
- Soft Skills: Strong stakeholder management — can hold their own with engineering, QA, DevOps, and leadership at the same time
- Soft Skills: Demonstrated "outside-in" thinking: can point to a specific instance of redesigning a workflow around the end-user rather than around internal process or legacy constraints
- Soft Skills: Resilient under a dense, quick-moving roadmap without losing attention to detail

Preferred Skills

- Exposure to wealth-tech or investment platforms (MF, PMS, AIF, stock broking)
- Familiarity with AppSmith, Keycloak, or CRM platforms used for workflow/task orchestration
- Experience with WhatsApp Business API or transactional-messaging platforms
- Prior work on white-labelled/multi-tenant product architecture
- Exposure to lending products (LAP/LAMF) or P2P lending platforms
- Startup or scale-up experience where the PM function also covered light program/delivery management

This Role Is Not a Fit If You
- If you have spent your career primarily in traditional AMC/insurance/banking product teams, with no fintech (startup/scale-up) exposure
- If you are used to long, waterfall-style release cycles or heavy sign-off processes, and are not comfortable with automation-first, phased releases




- If you operate as a "requirements gatherer" — translating stakeholder asks 1:1 without questioning the underlying workflow
- If you have no direct CRM or Insurance product ownership on your track record — pure lending or pure payments experience alone, with no CRM/insurance exposure, is not a fit for this seat

Application Process Please send your resume to [email protected] To help us evaluate your profile efficiently, please include all of the details below in your email.

Technical Experience:-

Please answer the following briefly. Keep your responses specific to work you personally performed. Candidates will be shortlisted based on these responses before an interview is scheduled.

- Describe a CRM, client-data, or insurance feature you owned end-to-end at a fintech company — from problem definition to shipped outcome. What made it hard?
- Tell us about a time you designed a workflow around a messy real-world edge case rather than pushing it to manual ops. What did you build?
- Describe an integration you drove with more than one external partner or API. How did you manage sequencing and scope creep?
- Give an example of a process or product decision you changed because the existing approach only made sense internally, not to the end customer.
- How do you approach release governance? Describe your experience with automation-first testing and phased rollouts, and a time a phased approach prevented a bad release from hitting all users.
- This role spans 10+ concurrent workstreams (CRM, insurance integrations, client self-service, AI/data partnerships, platform identity, and more). How would you prioritize and sequence a backlog this wide in your first 30 days?

Candidate Details
- Total Experience:
- Current Location:
- Open to Relocation to Mumbai: (In case you are not located in Mumbai)
- Current CTC: Fixed ₹ + Variable/Bonus ₹ = TOTAL CTC ₹____
- Expected CTC:
- Notice Period / Earliest Joining Date:
- Offer in Hand: Yes / No. If yes, mention offered CTC and joining timeline.

Important Providing the above information is part of our initial screening process. Applications with incomplete Candidate Details or without responses to the Technical Experience questions may not be considered for shortlisting.

We do not expect lengthy answers. Concise, specific responses based on your actual hands-on experience are preferred.

If you have strong product fundamentals and enjoy solving complex problems, we encourage you to apply even if you do not meet every preferred skill listed in the .

📌 Product Manager – CRM & Platform – Mumbai
🏢 compoundexpress
📍 Mumbai