As a Product Manager at Investwell, you will play a crucial role in understanding and representing user needs. You will be responsible for developing and improving strategies for core product modules, assessing the core problem that the product is solving, and working on the product roadmap and lifecycle. Your vision for the product and alignment of stakeholders around it will be key to the success of our enterprise software for financial planners in India. You will be expected to prioritize product features and capabilities, collaborate with product owners on executing the product pipeline, and monitor the market for customer feedback while developing competitive analysis. With 2-5 years of core Product Management experience, preferably in a Fintech company, you will bring valuable expertise in agile methodologies and product lifecycle management. Your knowledge of product management tools such as JIRA, Trello, and Asana will be essential in effectively managing product development. Additionally, your good research, analytical, marketing, and management skills will be beneficial in shaping our product offerings. You should demonstrate strategic thinking, possess strong documentation skills, and have the ability to work collaboratively with cross-functional teams. At Investwell, you will enjoy a 5-day workweek with flexible timings and engage in regular fun activities in the office. We offer free group medical insurance for all permanent employees up to 3 lakhs, free consultation with financial planners for your own financial planning, and guidance on starting your personal investment journey. Join us at Investwell and be part of a company that is set to revolutionize the way millions of people invest.,
As a Product Manager at Investwell, you will play a crucial role in shaping the core product modules and ensuring alignment with user needs and company goals. Your responsibilities will include: - Understanding and representing user needs to drive product development. - Developing and improving strategies for core product modules. - Assessing the core problem the product solves and defining the product roadmap. - Aligning stakeholders around the vision for the product. - Prioritizing product features and capabilities, collaborating with product owners. - Monitoring customer feedback and conducting competitive analysis. To excel in this role, you should have: - 2-5 years of core Product Management experience, preferably in a Fintech company. - Experience with agile methodologies and product lifecycle management. - Knowledge of product management tools such as JIRA, Trello, or Asana. - Strong research, analytical, marketing, and management skills. - Demonstrated strategic thinking and documentation skills. About Investwell: Investwell (Excel Net Solutions Pvt. Ltd.) is a pioneer in Enterprise Software for Financial Planners in India. Collaborating with top financial advisors, we facilitate prudent financial planning for individuals. Our product suites empower Financial Advisors to optimize investors" portfolios, execute numerous transactions daily, and achieve financial goals effectively. Join Investwell to be part of a company revolutionizing investment practices for millions of people. Perks and Benefits: - 5 days working with flexible timings and engaging office activities. - Free group medical insurance up to 3 lakhs for permanent employees. - Consultation with financial planners for personal financial planning. - Guidance on initiating a personal investment journey.,
Key Responsibilities Design, develop, and maintain scalable, secure, and efficient server-side applications and APIs using Node.js. Design and optimize database schemas in MySQL, write efficient queries, and ensure data integrity and security. Provide technical guidance, conduct code reviews, and mentor other engineers to maintain a high standard of code quality and software development best practices. Identify and resolve system bottlenecks, and optimize applications for maximum speed, scalability, and reliability. Work closely with front-end developers, product managers, and other stakeholders to translate business requirements into technical solutions. Integrate third-party APIs and services, and manage data exchange between the server and user-facing elements. Collaborate with DevOps teams to streamline CI/CD pipelines, containerization (Docker, Kubernetes), and application Skills & Qualifications Experience : 6-8 years of professional experience in backend Core Languages : Expert proficiency in JavaScript (ES6+) and Node.js is a must. Knowledge of TypeScript is a strong Frameworks : Deep experience with Node.js frameworks such as Express.js, NestJS, or Databases : Strong hands-on experience with MySQL, including database design, query optimization, and schema migration. Experience with other databases like PostgreSQL or NoSQL is a APIs : Proven ability to design and implement RESTful and/or GraphQL Architectural Patterns : Solid understanding of microservices, event-driven architecture, and asynchronous & Platforms Version Control : Git is Cloud : Experience with major cloud platforms like AWS, GCP, or Containerization : Familiarity with Docker and Testing : Experience with testing frameworks like Jest, Mocha, or Monitoring : Experience with monitoring and logging tools like Prometheus or Problem-Solving : Excellent analytical and problem-solving skills, with a strong foundation in data structures and Attributes Communication : Strong written and verbal communication Teamwork : Ability to work effectively in a collaborative, agile environment (ref:hirist.tech)
As an experienced professional with 6-9 years of relevant experience, you will be responsible for the following key responsibilities at Investwell: - Leading the team of Backend Engineers - Implementing RESTful services and Dynamic Web development using cutting-edge technology - Ensuring sub-second server response time - Implementing relational, document, key, object, or graph data-stores as required - Implementing Index stores - Implementing Messaging Queues - Running and maintaining Cloud infrastructure - Presenting tech designs To be successful in this role, you are required to have: - At least 5+ years of experience in Node.js, Express.js, and Javascript - Proficiency in System Design Architecture and complex problem solving - Good knowledge of MySQL, MongoDB, and Elasticsearch - Expertise in Database and System Design - A B.Tech in Computer Science or equivalent professional experience - DevOps knowledge would be a plus - Good Problem Solving and Algorithm Skills Investwell, a leader in Enterprise Software for Financial Planners in India, offers the following perks and benefits to its employees: - 5 days working with flexible timings and regular fun activities in the office - Free group medical insurance for all permanent employees up to 3 lakhs - Free consultation with financial planners for your own life stage financial planning - Guidance on getting started on a personal investment journey Join Investwell if you want to be part of a company that is set to revolutionize the way millions of people invest.,
As a Product Manager at Investwell, you will play a crucial role in developing and improving the core product modules. Your responsibilities will include: - Understanding and representing user needs effectively. - Developing and enhancing strategies for core product modules. - Assessing the core problem that the product addresses and working on the product roadmap and lifecycle. - Defining a vision for the product and aligning stakeholders around it. - Prioritizing product features and capabilities while collaborating with product owners on execution. - Monitoring the market for customer feedback and conducting competitive analysis. To excel in this role, you should have: - 2-5 years of core Product Management experience, preferably in a Fintech company. - Hands-on experience with agile methodologies and product lifecycle management. - Proficiency in product management tools such as JIRA, Trello, or Asana. - Strong research, analytical, marketing, and management skills. - Demonstrated strategic thinking and excellent documentation skills. About Investwell: Investwell (Excel Net Solutions Pvt. Ltd.) is a leading provider of Enterprise Software for Financial Planners in India. Our products empower financial advisors to optimize their clients" investments, manage daily transactions efficiently, and achieve their financial objectives. Join us at Investwell and be part of a company that is reshaping the investment landscape for millions of people. Perks and Benefits: - 5 days working with flexible timings and engaging office activities. - Free group medical insurance coverage of up to 3 lakhs for permanent employees. - Complimentary consultations with financial planners for personal financial planning. - Guidance on initiating a personal investment journey.,
As a Product Manager at Investwell, you will play a crucial role in developing and enhancing our core product modules to meet user needs and ensure a seamless experience for our clients. Your responsibilities will include: - Understanding and representing user needs effectively - Developing and improving strategies for core product modules - Assessing the core problem our product solves and working on the product roadmap and lifecycle - Defining a vision for the product and aligning stakeholders around it - Prioritizing product features and capabilities - Collaborating with product owners on executing the product pipeline - Monitoring the market for customer feedback and conducting competitive analysis To excel in this role, you should have: - 2-5 years of core Product Management experience, preferably in a Fintech company - Experience with agile methodologies and product lifecycle management - Knowledge of product management tools such as JIRA, Trello, and Asana - Strong research, analytical, marketing, and management skills - Demonstrated strategic thinking and excellent documentation skills Investwell (Excel Net Solutions Pvt. Ltd.) is a pioneering enterprise software provider for Financial Planners in India, dedicated to enabling prudent financial planning for all. Our product suites empower Financial Advisors to optimize their clients" investments, handle numerous transactions daily, and achieve their financial goals. Join us at Investwell and be part of a company that is set to revolutionize the investment landscape for millions of people. In addition to the challenging work environment and impactful projects, we offer the following perks and benefits: - 5 days working with flexible timings and regular fun activities in the office - Free group medical insurance for all permanent employees up to 3 lakhs - Free consultation with financial planners for personal financial planning - Guidance on starting a personal investment journey Join us at Investwell and be a part of our mission to transform the way people invest for a secure financial future.,
Technical Architect / Principal Software Engineer Experience: 4-8 years Location: Gurugram Investwell is the leading B2B SaaS platform empowering wealth managers and overseeing an impressive ₹6 lakh crore in Mutual Fund AUM (and growing!). We are looking for a passionate Engineering Leader to join our growing technology team as we scale into our next phase of growth to make financial advisory 20x more accessible. If you thrive in high-growth environments, excel at building scalable, high-performance systems, and are passionate about driving engineering excellence, this role could be the perfect next step in your technical journey. We’re seeking someone who can: 🔹 Architect robust backend systems 🔹 Ensure the delivery of efficient, secure, and scalable solutions 🔹 Drive technical strategy and innovation 🔹 Strong experience with backend technologies (Node.js/Python/Java/Go) 🔹 Experience architecting databases (MySQL, Elasticsearch, MongoDb) 🔹 Familiarity with cloud platforms (AWS) and containerization technologies If you're ready to create meaningful impact and shape the future of wealth-tech, we’d love to hear from you, Please apply. Alternatively, to express interest or refer a deserving candidate, share the resume at career@investwellonline.com
Company Description At Investwell, we power 4,000+ wealth advisors managing ₹5 Lakh Crore+ in Mutual Funds through our leading SaaS platform. As we scale, we’re looking for an AVP – Sales to drive strategic growth and help us deepen our market presence across the wealth management ecosystem Role Description As AVP – Sales, you will be responsible for leading and executing high-impact sales strategies to expand our client base among wealth management firms, financial advisors, and large distributors. You’ll work closely with the leadership team to identify key market opportunities, shape our go-to-market approach, and build long-term relationships that contribute to sustainable revenue growth. This role demands a strong understanding of the B2B SaaS landscape, especially in the financial services domain, and a proven ability to lead enterprise sales cycles from prospecting to closure. You will manage and mentor a growing sales team, drive performance through data-backed decision-making, and ensure customer success by closely partnering with product and support teams. Ideal candidates have 10+ years of B2B sales experience, preferably in a product-based or fintech company, with a consistent track record of meeting or exceeding targets in a fast-paced, high-performance environment. Qualifications Sales strategy development and implementation Client relationship management Team leadership and collaboration Strong negotiation and communication skills Knowledge of financial products and services Experience in the financial industry Bachelor's degree in business, Sales, Marketing, or related field Professional certification in Sales or related field is a plus Job Locations: Mumbai Employment Type: Full Time
Job Category: Sales Job Type: Full-time Job Location: Chennai Cochin Requirements: Bachelor’s / Master's Degree in Management/ Technology or related field Experience: 2+ years of relevant experience About Investwell Investwell (Excel Net Solutions Pvt. Ltd.) is the leader in the field of Enterprise Software for Financial Planners in India. We partner with the top financial advisors in India to enable prudent financial planning for everyone. Our Product suites are used by Financial Advisors to rebalance their investor’s investments, carry out lakhs of transactions per day and ensure that their financial goals are met. You should come join us at Investwell if you want to be part of the company that will revolutionize the way millions of people invest. Key Responsibilities Gaining experience and perspective by working in different departments of the organisation, such as sales, marketing, product training, support & customer services Collaborating with managers to plan work output for the organisation. Approach warm leads and convert them into paying customers. Strategize and carry out sales development activities and marketing campaigns Conceptualize and create graphics and videos to support marketing efforts through social media with the help of the design team Help new clients get acquainted with the InvestWell software and provide after-sales support. Manage existing client queries regarding the InvestWell software. Communicate client feedback and collaborate across Product and Design teams. Required Experience Bachelor’s / Master’s Degree in Management/ Technology or related field. A keen interest in Finance and Investments will be an added advantage. Candidates should have some experience in sales, marketing, or customer service. Should have good communication skills, both written and verbal Fluency in regional languages will be an advantage The ability to work individually and as part of a team. A high degree of self-motivation and ability to cope with rejections Experience in creating marketing materials will be an added advantage. Perks and Benefits 5 days working with flexible timings and regular fun activities in the office. Free group medical insurance for all permanent employees upto 3 lakh. Free consultation with financial planners for your own life stage financial planning. Guidance on getting started on a personal investment journey.
Job Category: Sales Job Type: Full-time Job Location: Mumbai Pune Requirements: Bachelor’s / Master's Degree in Management/ Technology or related field Experience : 4+ years of relevant experience About Investwell Investwell (Excel Net Solutions Pvt. Ltd.) is the leader in the field of Enterprise Software for Financial Planners in India. We partner with the top financial advisors in India to enable prudent financial planning for everyone. Our Product suites are used by Financial Advisors to rebalance their investor’s investments, carry out lakhs of transactions per day and ensure that their financial goals are met. You should come join us at Investwell if you want to be part of the company that will revolutionize the way millions of people invest. Key Responsibilities Gaining experience and perspective by working in different departments of the organisation, such as sales, marketing, product training, support & customer services Collaborating with managers to plan work output for the organisation. Approach warm leads and convert them into paying customers. Strategize and carry out sales development activities and marketing campaigns Conceptualize and create graphics and videos to support marketing efforts through social media with the help of the design team Help new clients get acquainted with the InvestWell software and provide after-sales support. Manage existing client queries regarding the InvestWell software. Communicate client feedback and collaborate across Product and Design teams. Required Experience Bachelor’s / Master’s Degree in Management/ Technology or related field. A keen interest in Finance and Investments will be an added advantage. Candidates should have some experience in sales, marketing, or customer service. Should have good communication skills, both written and verbal Fluency in regional languages will be an advantage The ability to work individually and as part of a team. A high degree of self-motivation and ability to cope with rejections Experience in creating marketing materials will be an added advantage. Perks and Benefits 5 days working with flexible timings and regular fun activities in the office. Free group medical insurance for all permanent employees upto 3 lakh. Free consultation with financial planners for your own life stage financial planning. Guidance on getting started on a personal investment journey.
Job Category: Tech Job Type: Full-time Job Location: Gurugram Requirements: 4 - 8 years of relevant experience B.Tech in Computer Science (or equivalent professional experience) Must have: Javascript | Node.js | Express.js | Go | MySQL | System Design Preferred: Python | Java | MongoDB | Elasticsearch About Investwell Investwell (Excel Net Solutions Pvt. Ltd.) is the leader in the field of Enterprise Software for Financial Planners in India. We partner with the top financial advisors in India to enable prudent financial planning for everyone. Our Product suites are used by Financial Advisors to rebalance their investor’s investments, carry out lakhs of transactions per day and ensure that their financial goals are met. You should come join us at Investwell if you want to be part of the company that will revolutionize the way millions of people invest. Key Responsibilities Lead the team of Backend Engineers Architect robust backend systems Implement RESTful services and Dynamic Web development with the cutting edge technology Ensure the delivery of efficient, secure, and scalable solutions Implement relational, document, key, object or graph data-stores as needed Drive technical strategy and innovation Implement Messaging Queues Run and maintain Cloud infrastructure Present tech designs Required Experience At least 5+ years of experience in Node.js, Express.js, Javascript, System Design, Architecture, complex problem solving is required. Good knowledge of MySQL/MongoDB/Elasticsearch Expertise in Database and System Design B.Tech in Computer Science (or equivalent professional experience) DevOps knowledge is a plus Good Problem Solving and Algorithm Skills Perks and Benefits 5 days working with flexible timings and regular fun activities in the office. Free group medical insurance for all permanent employees upto 3 lakh. Free consultation with financial planners for your own life stage financial planning. Guidance on getting started on a personal investment journey.
As a Backend Engineer at Investwell, you will play a crucial role in leading the team of Backend Engineers and architecting robust backend systems. Your responsibilities will include implementing RESTful services and Dynamic Web development using cutting-edge technologies. You will ensure the delivery of efficient, secure, and scalable solutions while implementing relational, document, key, object, or graph data-stores as needed. Additionally, you will be expected to drive technical strategy and innovation, implement Messaging Queues, run and maintain Cloud infrastructure, and present tech designs. Qualifications Required: - At least 5+ years of experience in Node.js, Express.js, Javascript, System Design, and Architecture - Good knowledge of MySQL, MongoDB, and Elasticsearch - Expertise in Database and System Design - B.Tech in Computer Science (or equivalent professional experience) - DevOps knowledge is a plus - Good Problem Solving and Algorithm Skills About Investwell: Investwell (Excel Net Solutions Pvt. Ltd.) is the leader in Enterprise Software for Financial Planners in India. The company partners with the top financial advisors in India to enable prudent financial planning for everyone. The product suites are utilized by Financial Advisors to rebalance their investors" investments, carry out numerous transactions daily, and ensure their financial goals are met. Join Investwell to be part of a company that is set to revolutionize how millions of people invest. Perks and Benefits: - 5 days working with flexible timings and regular fun activities in the office - Free group medical insurance for all permanent employees up to 3 lakh - Free consultation with financial planners for your own life stage financial planning - Guidance on getting started on a personal investment journey.,
As an experienced professional with 6 - 9 years of relevant experience, you will be joining Investwell, a leading Enterprise Software provider for Financial Planners in India. Investwell partners with the top financial advisors in India to facilitate prudent financial planning for individuals. Your role at Investwell will involve: - Leading a team of Backend Engineers to ensure efficient project delivery. - Implementing RESTful services and Dynamic Web development using cutting-edge technologies. - Ensuring sub-second server response time for optimal user experience. - Implementing various data-stores such as relational, document, key, object, or graph databases as required. - Setting up and managing messaging queues for seamless communication. - Running and maintaining Cloud infrastructure to support business operations. - Presenting technical designs for review and feedback. To excel in this role, you are expected to have: - At least 5+ years of experience in Node.js, Express.js, and Javascript, with a strong foundation in System Design Architecture and complex problem-solving skills. - Proficiency in MySQL, MongoDB, and Elasticsearch. - Expertise in Database and System Design principles. - A B.Tech in Computer Science or equivalent professional experience. - Knowledge of DevOps practices would be advantageous. - Strong problem-solving and algorithmic skills. At Investwell, you will enjoy: - 5 days working with flexible timings and regular fun activities in the office. - Free group medical insurance for all permanent employees up to 3 lakh. - Free consultation with financial planners for personalized financial planning. - Guidance on initiating a personal investment journey. Join Investwell today to be a part of a company that is set to revolutionize how millions of people invest. As an experienced professional with 6 - 9 years of relevant experience, you will be joining Investwell, a leading Enterprise Software provider for Financial Planners in India. Investwell partners with the top financial advisors in India to facilitate prudent financial planning for individuals. Your role at Investwell will involve: - Leading a team of Backend Engineers to ensure efficient project delivery. - Implementing RESTful services and Dynamic Web development using cutting-edge technologies. - Ensuring sub-second server response time for optimal user experience. - Implementing various data-stores such as relational, document, key, object, or graph databases as required. - Setting up and managing messaging queues for seamless communication. - Running and maintaining Cloud infrastructure to support business operations. - Presenting technical designs for review and feedback. To excel in this role, you are expected to have: - At least 5+ years of experience in Node.js, Express.js, and Javascript, with a strong foundation in System Design Architecture and complex problem-solving skills. - Proficiency in MySQL, MongoDB, and Elasticsearch. - Expertise in Database and System Design principles. - A B.Tech in Computer Science or equivalent professional experience. - Knowledge of DevOps practices would be advantageous. - Strong problem-solving and algorithmic skills. At Investwell, you will enjoy: - 5 days working with flexible timings and regular fun activities in the office. - Free group medical insurance for all permanent employees up to 3 lakh. - Free consultation with financial planners for personalized financial planning. - Guidance on initiating a personal investment journey. Join Investwell today to be a part of a company that is set to revolutionize how millions of people invest.
Job Category: Product Job Type: Full-time Job Location: Gurugram Requirements: Education: B.Tech/ BE Skills: Product Management SAAS strategy Product Marketing Excel JIRA About Investwell Investwell (Excel Net Solutions Pvt. Ltd.) is the leader in the field of Enterprise Software for Financial Planners in India. We partner with the top financial advisors in India to enable prudent financial planning for everyone. Our Product suites are used by Financial Advisors to rebalance their investor’s investments, carry out lakhs of transactions per day and ensure that their financial goals are met. You should come join us at Investwell if you want to be part of the company that will revolutionize the way millions of people invest. Key Responsibilities Understanding and representing user needs. Develop and improve strategy for core product modules. Assess the core problem that the product is solving and work on the product roadmap and lifecycle. Defining a vision for a product and aligning stakeholders around the vision for the product. Prioritizing product features and capabilities. Collaborate with the product owners on execution of the product pipeline. Monitoring the market for customer feedback and developing competitive analysis. Required Experience 2-5 years of core Product Management experience preferably in a Fintech company Experience of agile methodologies and product lifecycle management Knowledge of product management tools viz JIRA Trello Asana Good research skills analytical skills marketing skills and management skills Should demonstrate good strategic thinking and possess documentation skills Perks and Benefits 5 days working with flexible timings and regular fun activities in the office. Free group medical insurance for all permanent employees upto 3 lakh. Free consultation with financial planners for your own life stage financial planning. Guidance on getting started on a personal investment journey.