Website HR LOBBY
Product Lead – Advisory Products
Location: Gurgaon (Work from Office) | Experience: 8+ years | Type: Full-time
A. About Univest
Univest is building India’s most comprehensive investment platform – simplifying research, advisory, and execution across equities, F&O, commodities, and mutual funds We’re a fast-scaling Series-A stage fintech backed by a strong thesis: Advisory + Execution + Real-time insights = Smarter wealth outcomes
B. About the role
You will lead the end-to-end strategy and execution of Univest’s advisory experience across equities, F&O, commodities, and mutual funds – working closely with a strong cross-functional team.Being an active options trader is a must-have for this role – the only way to build for traders is to deeply understand how they think, react, and make decisions in live markets.
C. Your Key Responsibilities
Product Strategy & Ownership:
– Lead the roadmap and delivery of advisory products across equities, F&O, commodities & mutual funds (obviously with a team)
– Prioritize experiences that drive business goals and real user outcomes
Trader-Focused Product Development
– Convert real trading insights & strategies into intuitive product experiences
– Work hands-on with research teams to deliver high-adoption experience
Data and Feedback Driven Iterations
– Define and track performance metrics across the full advisory funnel – signal quality, adoption, exits, risk adherence, retention & monetization
– Run structured experiments to improve execution success, repeat usage and paid conversions Build tight user feedback loops – especially with active traders
Cross-Functional Leadership
– Partner with Product, Business, Design, Engineering, CRM, Compliance and CX to ship high-quality business outcomes.
D. Who are you?
– 8+ years of product management experience in fast-paced startups
– Have owned and scaled multiple product lines end-to-end
– Proven to ship 0 – 1 and then scale 1 – n with clear business impact
– Strong analytical decision-making – fluent with product metrics and experiments
– Active options trader – deep empathy for trader behaviour in live markets
– Experience managing and mentoring a team of 2-4 PMs
– High ownership mindset: bias for action, loves solving hard user problems
E. Good to Have
– Built/ worked on trading products
– Understanding of SEBI compliances
– Experience working on subscription-based products.
– Exposure to investment advisory services.
F. Why Join Univest?
– Shape how India trades and invests – real users, real money, real impact
– Fast-paced environment with full ownership and room to experiment
– Work closely with founders on strategy and P&L
– Competitive compensation + high-value ESOPs (grow your wealth with us too)
To apply for this job please visit www.iimjobs.com.
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