About the company
India's first social distribution AI fintech platform for the underserved aspirational middle-class
- delivering Secured & Unsecured loans, Insurance, and Investment products across 5,000+ small cities of India (referred as India-2). Founded in 2019, WeRize is at an annualized-run-rate of $60 Mn (Gross revenues) and $32Mn (Net) and $7Mn+ of net profits before taxes (3x Y-o-Y growth) with ROE > 20%. We are projecting ~2x growth in topline and ~3x growth in profits over the next 12 months. WeRize operates as a “category creator” three-sided marketplace connecting 17,000+ trained local freelancers with India-2 customers and partner financial institutions, all powered by a full-stack AI operating layer that creates a “flywheel of trust” with self-reinforcing network effects.
• Distributor trust: Freelancers are empowered through AI-led tools that help them act in the long-term best interests of their customers.
• Customer trust: End customers rely on WeRize’s assisted distributor, data-driven recommendations across both asset and liability products
• Manufacturer trust: Financial Institutions rely on WeRize’s data, risk management and distribution intelligence to reach small city customers that they can’t serve on their own. Key highlights: What do we do
• Large, underpenetrated market opportunity: India’s 300Mn+ aspirational middle-class captures ~30% of GDP, yet remains financially underserved across credit, insurance, and investments. Pure-digital models lack the required trust, while physical branches are economically unviable.
• Differentiated, asset-light social distribution:



WeRize leverages 17,000+ financially literate freelancers across 5,000+ small cities. This branchless, zero-sales-team model delivers high-trust human touchpoints, superb unit economics, and strong freelancer retention through a broad product suite.
• Proprietary AI driven tech stack: Trained on 20Bn+ data points across 4Mn+ households, WeRize’s AI powers end-to-end operations. For distribution, it optimizes lead gen, selling, and engagement—turning freelancers into skilled advisors. For manufacturing, it sharpens risk management, underwriting, and product structuring for high-margin expansion. To know more

about the company
, please visit: https://www.werize.com/ Role Overview: The Product & Research Analyst serves as the strategic bridge connecting our clients, product team, and marketing group. In this client-facing role, you will interact directly with customers to gather primary market intelligence, analyze user engagement, and identify performance gaps. Drawing on your hands-on experience with customer engagement platforms, you will synthesize raw client feedback into actionable data, driving cross-functional alignment and continuous product enhancement.

Key Responsibilities
• Conduct direct interviews, surveys,



and feedback sessions with clients to gather qualitative and quantitative research data.
• Analyze customer usage patterns and engagement metrics using platforms like WebEngage, MoEngage, or Braze to identify gaps between client expectations and product capabilities .
• Synthesize raw user feedback and analytics into structured insights, business requirements, and feature requests for the Product and Marketing teams.
• Act as a core liaison between Clients, Product Managers, and Marketing/Tech teams to ensure roadmap priorities align with market needs.
• Serve as a product representative in client interactions, clearly communicating value, feature updates, and upcoming enhancements. Required Skills & Qualifications
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Experience:
1–3 years of experience in product research, product analysis, or business analysis, ideally within a tech or product-based company.
• Tool Proficiency: Hands-on experience using customer engagement platforms such as WebEngage, MoEngage, CleverTap, Braze, or equivalent tools.
• Cross-Functional Collaboration: Proven ability to work closely with both Product and Marketing teams to align strategies and bridge operational gaps.
• Client & Research Expertise: Demonstrated track record of direct client interaction, primary research, and user feedback collection.
• Communication & Synthesis: Strong active listening skills with the ability to translate complex technical concepts into clear business insights for both internal and external stakeholders.

📌 Research Analyst (Bengaluru)
🏢 WeRize
📍 Bengaluru