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Univest - Product Lead - Advisory Products

Univest - Product Lead - Advisory Products

Univest Communication Technologies Private LimitedGurugram, India
14 days ago
Job description

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)

    • (ref : iimjobs.com)

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    Product Lead • Gurugram, India