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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 up-to-date, 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, Q

📌 Product Manager – CRM (Mumbai)
🏢 compoundexpress
📍 Mumbai