Investment product Manager at Wealthy · Bengaluru (Bangalore) · 2 - 6 years · ₹10L - ₹20L / yr · Profitable · Posted 3 Jul 2025

We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions.
Key Responsibilities:
● - Own and evolve the investment products roadmap, with a strong focus on mutual funds.
● Understand advisor/distributor needs and translate them into intuitive product experiences.
● Collaborate closely with Tech, design, and sales to deliver high-impact product features.
● Conduct data-driven analysis to identify trends, performance, and growth opportunities.
● Ensure regulatory compliance and smooth integration with AMCs and backend systems.
● Conceptualise and run campaigns for employees and partners to drive product engagement and sales.
● Drive product adoption and engagement with internal teams and end users.
Requirements:
● 3+ years of product management or relevant experience in the financial services industry.
● Solid knowledge of investment products, especially mutual funds.
● Strong analytical and problem-solving skills with a data-oriented mindset.
● High attention to detail and structured thinking.
● Bonus: experience in sales or working closely with sales/distribution teams.
● Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders.
● Business-savvy with a passion for improving customer outcomes.

About Wealthy
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We believe that experience is everything. Experience.com has built the most impactful Experience Management Platform (XMP) available anywhere, with features to drive operational and behavioral change, in real-time, during the moments that matter. XMP delivers impactful business outcomes including increased customer satisfaction, brand loyalty, online reputation and visibility, as well as improved employee engagement, and compliance - making every experience matter more.
Founded in 2015 and originally founded as SocialSurvey, Experience.com is headquartered in San Ramon, Calif. and backed by SavantGrowth (fka Kennet Partners), Silicon Valley Data Capital, Tri-Valley Ventures, and Wilson Sonsini Goodrich & Rosati.
Indian Registered name: Buyers Road India Private Limited
URL: www.experience.com
Job Description
This is a remote position.
Our Core Value
- Client Success: Our clients’ success is our success
- Extreme Ownership: We own our work and its outcomes fully
- Proactive Collaboration: Teamwork elevates us all
- Quality with Pragmatism: We aim for excellence with a focus on practical solutions
- Effective Feedback: Honest, constructive feedback fosters improvement
- Proactive Collaboration: Teamwork elevates us all
Experience Level
We're looking for a seasoned Product Manager with at least 4 years of experience building user-centric products. You should be a "product craftsperson" who can demonstrate a history of driving tangible, impactful results
Role Overview
As a Product Manager, you will be responsible for the entire product lifecycle, from initial concept to launch and beyond. You'll act as the central hub, working with stakeholders and clients to define product roadmaps and success metrics.
A key part of your role will be to deeply understand customer and business needs and translate them into clear, actionable requirements for the development team. You will own the product backlog, analyze performance data to identify opportunities, and partner closely with design and engineering to ensure successful execution
Key Responsibilities
- Product Strategy & Execution: You will define and document product requirements, create and maintain a prioritized backlog, and ensure business needs are met throughout the design, development, and delivery phases.
- Data-Driven Decision Making: You will use your strong analytical and problem-solving skills to gather, analyze, and interpret data to prove or disprove hypotheses and guide product evolution. Expertise in Excel and SQL is essential for this.
- Stakeholder & Client Management: You will communicate with internal and external teams, including clients, to manage expectations, present product status, and gather feedback. Strong consultative, listening, and presentation skills are crucial.
- Cross-Functional Collaboration: You will coordinate with various teams—including design, engineering, sales, and support—to build, manage, and evolve the product. A solid understanding of software engineering concepts will help you drive product strategy effectively
Requirements
What We're Looking For
- Product Mindset: You'll be a central figure, coordinating with various teams to build and support the product
- Agile Experience: You must have experience working within Agile and Extreme Programming methodologies in a continuous deployment environment
- Technical Acumen: You should have a solid understanding of software engineering concepts to help drive product strategy
- Exceptional Communication: You should have strong consultative, listening, and presentation skills to effectively communicate with clients and stakeholders
- Analytical and Problem-Solving Skills: We need someone with a strong ability to understand complex business environments and to dive into data using Excel and SQL to derive meaningful insights.
- Attention to Detail: You will need to create clear and precise product documentation and assist in the sales and pre-sales process
Benefits
What We Offer
- Dedicated Learning & Development Budget: Fuel your growth with a budget dedicated solely to learning.
- Conference Talks Sponsorship: Amplify your voice! If you’re speaking at a conference, we’ll fully sponsor and support your talk.
- Cutting-Edge Projects: Work on exciting projects with the latest AI technologies
- Employee-Friendly Leave Policy: Recharge with ample leave options designed for a healthy work-life balance.
- Comprehensive Medical & Term Insurance: Full coverage for you and your family’s peace of mind.
- And More: Extra perks to support your well-being and professional growth.
Work Environment
- Remote-First Culture: At Incubyte, we thrive on a culture of structured flexibility — while you have control over where and how you work, everyone commits to a consistent rhythm that supports their team during core working hours for smooth collaboration and timely project delivery. By striking the perfect balance between freedom and responsibility, we enable ourselves to deliver high-quality standards our customers recognize us by. With asynchronous tools and push for active participation, we foster a vibrant, hands-on environment where each team member’s engagement and contributions drive impactful results.
- Work-In-Person: Twice a year, we come together for two-week sprints to collaborate in person, foster stronger team bonds, and align on goals. Additionally, we host an annual retreat to recharge and connect as a team. All travel expenses are covered.
- Proactive Collaboration: Collaboration is central to our work. Through daily pair programming sessions, we focus on mentorship, continuous learning, and shared problem-solving. This hands-on approach keeps us innovative and aligned as a team.
Incubyte is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Associate Product Manager TAP INVEST
Location: Bangalore · On-site, 5 days/week in office
Experience: 1–3 years, in Product, Analytics, or Consulting Function:
Product Management
About Tap Invest
Tap Invest is India's leading Fixed Income Investment Platform, committed to empowering investors with secure and smart investment opportunities. Join us in the pursuit of Financial Freedom through our innovative approach to wealth creation. The Role As a Associate Product Manager at Tap Invest, you will own end-to-end product structure for your area - from framing the problem to shipping and measuring the outcome. You'll drive growth-centric features that move core metrics, and lead the infrastructural and platform changes that let the product scale reliably.
What You'll Do → Own end-to-end product structure — from problem framing and scoping to shipping and measuring outcomes. → Build growth-centric features that move activation, engagement, and retention metrics. → Lead infrastructural and platform changes needed to scale the product reliably. → Work closely with engineering, design, and stakeholders to turn strategy into shipped product. → Build high-impact product experiences that help users make smarter investment decisions. → Own outcomes, not just features or sprints. → Tackle complex, ambiguous problems across investments, user engagement, and more.
What We're Looking For → 1–3 years of experience in Product Management, Analytics, or Consulting. → Strong hands-on SQL skills — comfortable pulling and interpreting data independently. → Proven ability to scope problems and write clear PRDs from ambiguous inputs. → A strong sense of ownership — you drive things to closure without being told to. → Ability to lead with clarity, aligning engineering, design, and stakeholders around a shared plan. → Strong with data — comfortable using it to prioritize, validate, and course-correct.
Good to Have → Prior experience in Fintech or BFSI — a strong plus.
About Us
We believe the future of software development is AI-native — where engineers operate at a higher level of abstraction and quality remains non-negotiable.
Incubyte is a software craft consultancy where the “how” of building software matters as much as the “what”.
We partner with companies of all sizes, from helping enterprises build, scale, and modernize to early-stage founders bringing their ideas to life.
Our engineers operate in an AI-native development model, using AI as a collaborator across the SDLC to accelerate development while upholding the discipline of software craftsmanship. Guided by Software Craftsmanship and Extreme Programming practices, we build reliable, maintainable, and scalable systems with speed, without compromising quality. If this way of building software resonates with you, we’d like to talk.
Our Guiding Principles
These principles define how we work at Incubyte. They are non-negotiable.
Relentless Pursuit of Quality with Pragmatism
We build high-quality systems without losing sight of delivery.
Extreme Ownership
We take responsibility end-to-end for decisions, execution, and outcomes.
Proactive Collaboration
We collaborate closely, challenge each other, and solve problems together.
Active Pursuit of Mastery
We continuously improve our craft and raise our bar.
Invite, Give, and Act on Feedback
We seek, give, and act on feedback to get better every day.
Ensuring Client Success
We act as trusted partners and focus on real outcomes, not just output.
Job Description
This is a remote position.
Our Core Value
- Client Success: Our clients’ success is our success
- Extreme Ownership: We own our work and its outcomes fully
- Proactive Collaboration: Teamwork elevates us all
- Quality with Pragmatism: We aim for excellence with a focus on practical solutions
- Effective Feedback: Honest, constructive feedback fosters improvement
- Proactive Collaboration: Teamwork elevates us all
Experience Level
We're looking for a seasoned Product Manager with at least 4 years of experience building user-centric products. You should be a "product craftsperson" who can demonstrate a history of driving tangible, impactful results
Role Overview
As a Product Manager, you will be responsible for the entire product lifecycle, from initial concept to launch and beyond. You'll act as the central hub, working with stakeholders and clients to define product roadmaps and success metrics.
A key part of your role will be to deeply understand customer and business needs and translate them into clear, actionable requirements for the development team. You will own the product backlog, analyze performance data to identify opportunities, and partner closely with design and engineering to ensure successful execution
Key Responsibilities
- Product Strategy & Execution: You will define and document product requirements, create and maintain a prioritized backlog, and ensure business needs are met throughout the design, development, and delivery phases.
- Data-Driven Decision Making: You will use your strong analytical and problem-solving skills to gather, analyze, and interpret data to prove or disprove hypotheses and guide product evolution. Expertise in Excel and SQL is essential for this.
- Stakeholder & Client Management: You will communicate with internal and external teams, including clients, to manage expectations, present product status, and gather feedback. Strong consultative, listening, and presentation skills are crucial.
- Cross-Functional Collaboration: You will coordinate with various teams—including design, engineering, sales, and support—to build, manage, and evolve the product. A solid understanding of software engineering concepts will help you drive product strategy effectively
Requirements
What We're Looking For
- Product Mindset: You'll be a central figure, coordinating with various teams to build and support the product
- Agile Experience: You must have experience working within Agile and Extreme Programming methodologies in a continuous deployment environment
- Technical Acumen: You should have a solid understanding of software engineering concepts to help drive product strategy
- Exceptional Communication: You should have strong consultative, listening, and presentation skills to effectively communicate with clients and stakeholders
- Analytical and Problem-Solving Skills: We need someone with a strong ability to understand complex business environments and to dive into data using Excel and SQL to derive meaningful insights.
- Attention to Detail: You will need to create clear and precise product documentation and assist in the sales and pre-sales process
Benefits
What We Offer
- Dedicated Learning & Development Budget: Fuel your growth with a budget dedicated solely to learning.
- Conference Talks Sponsorship: Amplify your voice! If you’re speaking at a conference, we’ll fully sponsor and support your talk.
- Cutting-Edge Projects: Work on exciting projects with the latest AI technologies
- Employee-Friendly Leave Policy: Recharge with ample leave options designed for a healthy work-life balance.
- Comprehensive Medical & Term Insurance: Full coverage for you and your family’s peace of mind.
- And More: Extra perks to support your well-being and professional growth.
Work Environment
- Remote-First Culture: At Incubyte, we thrive on a culture of structured flexibility — while you have control over where and how you work, everyone commits to a consistent rhythm that supports their team during core working hours for smooth collaboration and timely project delivery. By striking the perfect balance between freedom and responsibility, we enable ourselves to deliver high-quality standards that our customers recognize us by. With asynchronous tools and a push for active participation, we foster a vibrant, hands-on environment where each team member’s engagement and contributions drive impactful results.
- Work-In-Person: Twice a year, we come together for two-week sprints to collaborate in person, foster stronger team bonds, and align on goals. Additionally, we host an annual retreat to recharge and connect as a team. All travel expenses are covered.
- Proactive Collaboration: Collaboration is central to our work. Through daily pair programming sessions, we focus on mentorship, continuous learning, and shared problem-solving. This hands-on approach keeps us innovative and aligned as a team.
Incubyte is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skill: The Expertise Required
Must-Haves for this Role
5-8 years of Product Management experience in health-tech, wellness, or science-backed products.
Strong consumer product experience with a proven track record of solving user problems.
Ability to simplify complex scientific/clinical logic into clear, intuitive, and actionable user experiences.
Top-tier college mandatory.
Product Manager / Associate Product Manager
Turn messy real-world problems into simple products.
AbleCredit builds software for complex enterprise workflows where AI, APIs, business rules, human decisions, and real-world operations have to work together reliably. We care about building products that work in production - not just in demos. Our customers don't arrive with clean product requirements. They have operational problems involving people, policies, existing systems, edge cases, and workflows built over years. Product at AbleCredit means understanding that complexity deeply and turning it into reusable, simple product capabilities.
What You'll Own?
• Spend time with customers and internal teams to understand workflows, constraints, and the real problem behind requests.
• Translate ambiguous operational problems into clear product requirements, user journeys, and measurable outcomes.
• Work closely with engineering and design from discovery through rollout rather than handing off specifications.
• Prioritize based on customer impact, product strategy, effort, risk, and reuse across customers.
• Define success metrics and evaluate whether shipped products actually improve the workflow.
• Own launches, feedback loops, adoption, and iteration after release.
• Identify patterns across customer requests and turn them into reusable platform capabilities instead of one-off customizations.
• Maintain clarity on what we are building, why we are building it, and what we deliberately are not building.
What We're Looking For?
• 1-5 years of product, engineering, analytics, consulting, operations, or adjacent experience; level will be calibrated to experience.
• Strong problem decomposition and structured thinking.
• Ability to understand technical systems, APIs, data flows, and constraints well enough to work deeply with engineers.
• Excellent written and verbal communication.
• Comfort speaking with customers and asking detailed questions until the underlying workflow is understood.
• Bias toward evidence, prototypes, and shipped outcomes rather than process for its own sake.
• Ability to operate with ambiguity and make sensible trade-offs.
Nice to Have
• Experience with B2B SaaS, enterprise software, workflow products, fintech, or AI-assisted products.
• Technical background or prior engineering experience.
• Experience working with APIs, integrations, analytics, or operational products.
• Experience taking a product from discovery through adoption.
How Product Works Here?
Product managers are expected to understand the problem deeply, not act as ticket routers. The best solution may be a new feature, a platform primitive, a workflow change, an API, or deciding not to build something. Success is measured by customer and product outcomes, not PRD volume.
Optimo Capital is an RBI-registered NBFC focused on secured MSME lending, primarily through Loan Against Property (LAP). We serve small businesses that are underserved by traditional banks, and we do it with a lean, technology-first operating model.
What makes us different is how close our product function sits to the actual business. We don't build software in a vacuum — we build tools directly out of the operational problems our credit, sales, collections, and ops teams run into every day. Our stack spans the full lending lifecycle: loan origination and servicing (LOS/LMS), a telecalling CRM, a communications orchestration platform, document management, bureau and data pipelines, and integrations with co-lending and channel partners.
If you like the idea of shipping products that a real team uses the next morning, this is the environment for it.
The Role
We're looking for an Associate Product Manager to help us build and improve the internal and partner-facing products that power our lending operations. You'll own features and workflows end to end — from understanding the problem, to writing the spec, to coordinating the build, to rolling it out and measuring whether it actually worked.
This is a hands-on, high-ownership role suited to someone early in their product career who wants to learn the craft by doing, inside a business where the feedback loop is short and the impact is visible.
What You'll Do
- Sit with the people who use our tools — telecallers, credit officers, ops, collections, sales — and turn their pain points into clear, well-scoped product requirements.
- Write crisp PRDs, user stories, and workflow specs that engineering and vendor partners can build from without guesswork.
- Coordinate delivery across in-house engineering and external technology vendors (e.g., our LOS/LMS provider), keeping timelines, dependencies, and priorities in order.
- Own UAT and rollout: test what gets built, catch the gaps before users do, write the documentation, and make sure adoption actually happens.
- Use data to inform and defend decisions — pull from dashboards and databases, look at funnel and operational metrics, and measure the impact of what you ship.
- Support integrations with co-lending partners and sourcing channels (DSAs) as our partnership footprint grows.
- Keep a pulse on the regulatory and operational context of lending so the products you build are compliant and practical, not just clever.
What We're Looking For
- 1–3 years of experience in product, business/data analytics, operations, consulting, or an early-stage/founder background — or a strong track record of building things.
- Structured thinking and clear writing. You can break an ambiguous problem into parts and explain your reasoning simply.
- Comfort with data. You're not intimidated by spreadsheets or a database, and you'd rather check a number than guess.
- Genuine curiosity about how lending, fintech, and financial services work.
- High agency. You chase down answers, follow through without being managed, and care about the outcome, not just the ticket.
- Strong communication and the ability to work across teams that don't naturally speak the same language (business, engineering, credit, compliance).
Nice to Have
- Exposure to fintech, NBFCs, banking, or lending operations.
- Working knowledge of SQL, or comfort with no-code/low-code tools (Retool, Airtable, and the like).
- Some ability to build — a bit of coding, scripting, or prototyping goes a long way here.
- Familiarity with the Indian lending stack (LOS/LMS, CRM, WhatsApp Business API, bureau data).
Why Join
- Real ownership from day one — you'll ship products, not slides.
- A short path from idea to impact, with users you can actually talk to.
- Deep exposure to how a modern NBFC works across credit, operations, technology, and partnerships.
- The chance to learn product management the way it's meant to be learned: close to the operator, close to the problem.
How to Apply
Send your CV and a short note on something you've built or shipped — a product, a tool, a process, anything — to [insert application email / link].
Job Title: Manager - Product, Finance & Actuarial
Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management
Location: Hyderabad
Job Type: Full-time
Job Summary
We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.
In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.
Key Responsibilities
- Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
- Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
- Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
- Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
- Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
- Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
- Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
- Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
- Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
- Create and maintain documentation for financial models, business processes, workflows, and product requirements.
- Support senior management with business analysis, product enhancements, and strategic initiatives.
Requirements
Qualifications & Skills
- Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
- Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
- 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
- Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
- Experience in financial modelling, reporting, and analytical problem-solving.
- Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
- Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
- Strong analytical, quantitative, and problem-solving abilities.
- Excellent communication and stakeholder management skills.
- Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
- Strong attention to detail with a continuous improvement mindset.
Junior Product Manager
Location: Mumbai (Looking for Mumbai-based candidates)
Responsibilities:
- Act as the bridge between business users and the development team to define and develop product features aligned with business requirements.
- Coordinate closely with internal engineering teams and client product teams.
- Create and manage release plans for product updates and new releases.
- Draft detailed Product Requirement Documents (PRDs) for internal use.
- Communicate client requirements effectively to the engineering team.
- Understand technical architecture and system workflows.
- Interpret product flows conveyed by the client and ensure accurate relay to the engineering team.
- Ensure changes implemented by the internal team are correct and aligned with requirements; suggest improvements where necessary.
- Take full product ownership and act as the single point of contact for all internal and external stakeholders.
Required Skills:
- Strong understanding of Financial Markets and Derivatives Markets.
- Proficiency in Figma and JIRA.
- Proven experience in drafting PRDs.
- Excellent communication and coordination skills.
- High attention to detail.
- Candidates from the FinTech domain preferred — must possess strong market knowledge and familiarity with financial products, trading systems, and market operations.
Job Role: Product Manager
Location: Noida / Bengaluru
Experience: 4–5 Years
Employment Type: Full-time
Industry: FinTech / Payments
About the Role
We are looking for an experienced Product Manager to join our team and drive the development and growth of our fintech and payment products.
The ideal candidate should have 4–5 years of overall Product Management experience, including a minimum of 3 years of experience in the FinTech industry. Hands-on experience in Subscription Management and Global Payments is mandatory.
The candidate will work closely with Engineering, Business, Operations, Compliance, and other cross-functional teams to define product strategy, manage the product roadmap, and deliver scalable and customer-focused payment solutions.
Key Responsibilities
- Own the end-to-end product lifecycle, from discovery and ideation to development, launch, and continuous optimization.
- Define product vision, strategy, roadmap, and priorities aligned with business objectives.
- Drive products and features related to Global Payments and Subscription Management.
- Gather customer, merchant, and business requirements and translate them into actionable product requirements.
- Prepare and maintain PRDs, user stories, product specifications, and acceptance criteria.
- Collaborate with Engineering, Design, Business, Operations, and Compliance teams to deliver products effectively.
- Manage and prioritize the product backlog based on customer needs, business impact, feasibility, and strategic priorities.
- Analyze product and transaction data to identify opportunities, bottlenecks, and areas for improvement.
- Define and monitor key product metrics and KPIs.
- Conduct market and competitor research to identify trends and opportunities in the global payments and fintech ecosystem.
- Drive improvements across payment journeys, subscription lifecycle, recurring billing, renewals, cancellations, refunds, settlements, and related workflows.
- Collect customer and stakeholder feedback and convert insights into product enhancements.
- Coordinate product launches and ensure effective communication across relevant teams.
- Ensure products are scalable, secure, reliable, and aligned with applicable regulatory and compliance requirements.
Mandatory Requirements
- 4–5 years of total Product Management experience.
- Minimum 3 years of Product Management experience in the FinTech industry.
- Hands-on experience in Subscription Management / Recurring Billing.
- Hands-on experience in Global Payments / Cross-Border Payments.
- Strong understanding of payment processing and fintech product ecosystems.
- Experience working closely with Engineering and other cross-functional teams.
- Strong product discovery, roadmap planning, prioritization, and execution skills.
- Excellent analytical, communication, and stakeholder-management skills.
Good to Have
- Experience with Merchant of Record (MoR) platforms.
- Experience with payment gateways, payment orchestration, checkout, or payment APIs.
- Exposure to international settlements, refunds, chargebacks, and reconciliation.
- Understanding of payment compliance and regulatory requirements.
- Experience working with B2B SaaS or API-based products.
- Familiarity with Agile/Scrum methodologies.
Key Competencies
- Product Strategy & Roadmap
- FinTech & Payment Products
- Global Payments
- Subscription Management
- Product Analytics
- Customer-Centric Product Development
- Stakeholder Management
- Agile Product Development
- Problem Solving & Decision Making






