Role Objective

Own and drive the product experience of the Phillip Capital App as a hands-on trader and investor first. Use your own live trading and investing across brokers’ apps to benchmark competition, test every feature for real-world usability, and shape a customer experience that makes life measurably easier for traders and investors – driving adoption, volumes, brokerage revenue, and customer delight.

Key Responsibilities

- Trader-Led Product Ownership: Use the P9 app and competing apps daily as an active trader and investor; experience every journey first-hand – login, onboarding, funds, order placement, positions, and exits – and turn your own friction points into product priorities.
- Competition Teardown & Feature Usability: Hands-on analysis of all competing broking and trading apps (top brokers and emerging fintech’s); go beyond feature checklists to test how each feature actually works in live market conditions, rate its usability, and recommend whether to build, improve, or skip before any feature is built.
- Customer Experience Obsession: Champion simplicity, speed, and clarity across the app; map end-to-end journeys across cash, futures & options, and mutual funds; remove friction, reduce taps and clicks, and ensure traders can act quickly and confidently during volatile markets.
- Trader & Investor Workflow Design: Understand what active traders (options, intraday, F&O;) and long-term investors need – charts, option chain, basket and bracket orders, watchlists, alerts, positions and P&L; views, portfolio analytics, SIPs – and design workflows that save time and reduce errors.
- Product Lifecycle Management: Own product vision, roadmap,



and backlog; prioritize using RICE and MoSCoW; write user stories and acceptance criteria that reflect real trading scenarios.
- Customer Feedback & Ratings: Monitor app ratings, reviews, and social/trader community feedback; speak regularly with active traders and investors; drive initiatives to improve satisfaction and NPS.
- Usage & Revenue Metrics: Own key metrics – active traders, orders per user, activation, retention, and brokerage generated; publish regularly to management with insights and actions.
- Feature Validation & Testing: Personally test new features and releases on live devices before go-live; define acceptance criteria and test cases; collaborate with QA on defect resolution; sign off only when the experience meets trader expectations.
- Performance & Error Monitoring: Monitor app speed, stability, and order execution experience, especially during peak market hours; track and resolve critical errors (login, order placement, transactions) with engineering using proactive monitoring tools.
- A/B Testing & Data-Driven Decisions: Run experiments on new features and UI/UX; combine behavioural analytics with first-hand trader insight to drive evidence-based decisions on adoption and ROI.
- Digital Asset Parity & Device Testing: Maintain parity across app, web, and desktop; test across iOS/Android versions and devices,



including low-end phones and varying network conditions.
- Compliance, Security & Data Privacy: Work with risk, compliance, and InfoSec to ensure all features meet SEBI/RBI and data privacy requirements before release.
- Innovation & Emerging Tech: Explore AI/ML, personalization, smart alerts, and insight tools that genuinely help traders and investors decide better; evaluate fintech partnerships.
- Stakeholder Communication: Act as the voice of the trader and investor within the organization; align engineering, design, marketing, compliance, and business teams around a clear product vision and KPIs.

Required Skills & Experience

-6–10 years in digital product management or ownership roles, with proven hands-on experience in mobile apps (iOS/Android), preferably in broking, trading, or fintech. Active trader and investor with own live trading experience in equities, derivatives, and/or mutual funds, and familiarity with multiple broking apps as a user. Strong understanding of capital markets, trading platforms, order types, and F&O.; -------Demonstrated customer-first mindset with solid UX sensibility and a track record in journey design, competitor benchmarking, usability testing, and A/B testing. Experience with RICE/MoSCoW, Agile methodologies, performance monitoring, and security and accessibility standards. Analytical mindset with strong stakeholder management skills.

Good to Have

NISM certifications (Series VIII or similar); experience with charting, option chain, or algo/API trading; exposure to analytics tools (Mixpanel, CleverTap, Firebase); personal following or content on markets or trading communities.

📌 Digital Product Owner – Phillip Capital App (Mumbai)
🏢 PhillipCapital India
📍 Mumbai