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Equentis - Senior Product Manager

Equentis - Senior Product Manager

EquentisMumbai, India
13 days ago
Job description

Job Title : Vice President-Technology.

Lead Location : Mumbai.

Department : Technology / IT.

Experience Required : 10-15+ years in IT leadership, ideally within BFSI or CRM side.

Job Summary :

We are seeking a leader who led the digital transformation and technology function of our company.

  • The ideal candidate will bring strong experience in financial services technology, with a solid understanding ofinvestment platforms, CRM systems, data privacy regulations, and digital client engagement tools.
  • This leadership role is critical in aligning technology with our firm's mission to deliver personalized, secure, and scalable wealth management services.

Key Responsibilities :

  • Technology Strategy s Leadership.
  • Develop and execute the firm's technology roadmap in line with business goals.
  • Partner with leadership to drive innovation in client servicing, portfolio management, and operational efficiency.
  • Lead the adoption of digitaltools, platforms, and client engagement channels across the organization.

    • Platforms CRM Management :

  • Oversee the selection, implementation, and optimization of Internal CRM platforms and Salesforce or equivalent.
  • Ensure seamless integration with portfolio management systems, risk profiling tools, and client portals.
  • Enhance client onboarding, reporting, and servicing through technology-enabled workflows.
  • Data Management & Security.
  • Establish robust data governance policies, ensuring client data privacy, security, and compliance (e., SEBI, RBI, GDPR, etc.
  • Manage cybersecurity risk and IT infrastructure to support a secure digital environment.
  • Drive the use of data analytics for clientinsights,reporting, and decisionmaking.
  • Operational Efficiency - Automate and digitize internal processes such as compliance checks, documentation, and transaction processing.
  • Evaluate and implementfinancial planning and investment advisory tools to support advisors and clients.
  • Team s Vendor Management - Build and lead a technology team or manage outsourced tech vendors / partners.
  • Evaluate and manage relationships with fintech vendors, custodians, and tech platforms.
  • Manage IT budgets, procurement, and system maintenance.

    • Required Qualifications :

  • Bachelor's or master's degree in computer science, Information Technology, or related field.
  • 10-15+ years oftechnology leadership experience, preferably in financial services, wealth management, orfintech.
  • Strong experience with CRM systems, investment platforms, API integrations, and cybersecurity frameworks.
  • Deep understanding of regulatory compliance (SEBI, RBI, GDPR, etc) as it relates to technology.
  • Proven ability to lead technology strategy, manage digitaltransformation, and deliver scalable solutions.

    • (ref : iimjobs.com)

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    Senior Product Manager • Mumbai, India