Product Lead - Advisory Products

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)