Job Description
- Product Consultant Who are we? IDfy is Asia’s leading TrustStack, trusted by the best, with global expertise and enterprise-grade tech, we’re solving trust challenges, making compliance easy, fraud detection smarter, and onboarding seamless. Our clients include HDFC Bank, Zomato, Amazon, PhonePe, Paytm, HUL and many others. With more than 13+ years of experience and 2 million verifications per day, we are pioneers in this industry. IDfy’s three platforms
- OnboardIQ, OneRisk, and Privy
- come together to form one seamless solution enabling trust. OnboardIQ An onboarding platform that accelerates growth with frictionless omni-channel onboarding, while mitigating fraud and improving quality of account. OneRisk A fraud and risk management platform to mitigate financial, legal, and reputational risks and avoid losses with proactive fraud prevention. It covers individual risk, entity risk, and asset risk. Privy A privacy and data governance platform to ensure DPDPA compliance through trust and privacy governance suite and avoid monetary and reputational loss. From opening a bank account to landing a job, from securing a loan to making a payment—IDfy is there, ensuring that trust is built, fraud is eliminated, and businesses can operate with confidence.

About The Role
The Product Consultant is the bridge between IDfy's product and its clients. You will own how our Video KYC and onboarding products are understood, solutioned, integrated and grown at banks, NBFCs, fintechs and other regulated enterprises. You will sit at the centre of Product, Pre-Sales, Customer Success, Delivery, and Tech. Your job is to turn client needs into working solutions, get new clients live faster, and bring the voice of the customer back into the roadmap. You will own each client engagement end to end: understanding the problem, solutioning, aligning stakeholders on the solution, delivering it to Production,



and keeping track of the value delivered.

Location:
Mumbai
• Team: Product
• Type: Full-time

Key responsibilities
Product expertise
• Build deep knowledge of the product, both existing features and the upcoming roadmap, working closely with the Product team.
• Develop a working understanding of the technology behind it, especially APIs and integration patterns, so you can speak credibly with client tech teams. Requirements and solutioning
• Lead discovery with existing and prospective clients to understand their objectives, workflows, compliance constraints and desired outcomes.
• Design solutions using existing features and capabilities, or propose workable alternatives, and advise clients on the best path.
• Weigh effort, complexity and cost-to-serve against client value, and challenge assumptions so solutions are feasible, secure and supportable.
• Before committing to clients, align on solutions with Support, Tech and Product.
• Capture and synthesise voice-of-customer insights and feed them into the product roadmap. Integrations and go-lives
• Lead integration and solutioning for new client go-lives and for new integrations at existing clients.
• Partner with Tech Delivery and PMO to standardise solutioning and shorten time to go-live.
• Deliver new features to clients alongside Client Success Managers, from scoping to adoption. Technical advisory and support
• Handle escalated support issues: debugging, root-cause analysis (RCA) and clear explanations to clients.




• Answer basic technical queries in day-to-day operations, such as webview integrations, BYOK, API documentation, authentication, others. Documentation and knowledge
• Create and maintain solution documents, workflow definitions, integration guides, FAQs and audit responses.
• Spot recurring client requirements and technical patterns that could become reusable product capabilities, and bring them forward.
• Build repeatable playbooks for discovery, scoping, go-live and measurement, and template or automate repeat questions and processes. What we're looking for Must-have
• 3–6 years overall experience with 2 years in product consulting, solutions consulting, implementation, pre-sales or technical account management at a B2B SaaS company.
• Basic technical understanding of APIs, integrations, data flows, enough to work credibly with client tech teams.
• Strong client-facing communication: you can explain technical trade-offs to a bank's business head and to its engineers.
• Structured problem solving and the judgement to say no, or offer an alternative, when a request doesn't fit the product.
• An ownership mindset, comfort with ambiguity, and clear written documentation habits. Good to have
• Experience with BFSI clients and RBI-regulated workflows such as KYC, V-CIP or onboarding. What success looks like
• Every client engagement has an agreed scope and defined success criteria with high client satisfaction with lower need for product customizations
• Recent client go-lives happen faster, with fewer surprises
• Client requirements reach Product as clear, prioritised inputs rather than one-off asks.
• Recurring client needs turn into reusable product capabilities and playbooks.
• Support escalations are resolved with explicit RCAs, and repeat questions decline as documentation improves.

📌 Product Consultant (Mumbai)
🏢 IDfy
📍 Mumbai