(21 / 10 / 2025) Senior Product Manager - Wealth Management

About Yubi Market

Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.

About the role-

The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following :

The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc

Management of discretionary managed programs; ensure compliant design and delivery of our solutions / Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket

Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements

Domestic and international competitive intelligence

Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review / insights of product sales, assets and profitability

Determine ongoing product evolution / development priorities

Own the design of the client and advisor product experience

Develop business cases for new products or product enhancements

Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen

Manage key enterprise stakeholder relationships and product advisory groups

Ensure that product management function is audit-ready at all times

Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.

Foster proactive and productive relationships with channel and support partners

Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace

Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams.

Requirements

Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products

Minimum 10+ years of experience in Product Management in Wealth Management Firm

Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business

Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions.

Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience.

Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority.

Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling / up-selling opportunities and implementing them

Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution

Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels

To ensure high quality launch materials, customer presentations and sales training.

Have a keen eye to track the latest offering and developments in the market and become a repository for market