8 Wealthtech Jobs

Job Description Product Manager (Broking) Location: Mumbai / Noida Experience: 610 years (Minimum 3 years in Broking) About the Role: We are looking for an experienced Product Manager Broking to join our team at Paytm Money . The ideal candidate will have a strong background in broking products, trading platforms, and capital markets , with hands-on experience in building scalable, user-centric products. You will be responsible for driving product strategy, managing the lifecycle, and collaborating with cross-functional teams to deliver seamless investment experiences to our users. Key Responsibilities: Own the end-to-end product lifecycle for broking and trading products (Equity, Derivatives, Commodities, ETFs, etc.). Define product vision, roadmap, and strategy in alignment with business goals. Work closely with technology, design, operations, compliance, and business teams to deliver high-quality product features. Conduct market research, competitor analysis, and user behavior studies to identify opportunities for innovation and differentiation. Translate customer needs into clear product requirements and user stories. Ensure compliance with regulatory requirements while designing new products/features. Track product performance using analytics, feedback, and KPIs; continuously optimize for better adoption and retention. Stay updated on market trends, SEBI regulations, and emerging technologies in the broking/investment domain. Requirements: 6–10 years of total experience , with a minimum of 3 years in Broking / Capital Markets domain. Strong understanding of trading platforms, order management systems, KYC, compliance, risk, and settlement processes . Proven experience in managing products in retail broking, wealth tech, or fintech companies. Strong analytical, problem-solving, and stakeholder management skills. Excellent communication and presentation abilities. Ability to thrive in a fast-paced, high-growth fintech environment. Good to Have: Exposure to digital platforms / app-based broking . Understanding of mutual funds, wealth products, and investment advisory . Prior experience in scaling B2C fintech products.

As an Executive Director within the 55ip team, you will spearhead initiatives and serve as the India Product Team Site Lead. Reporting directly to the Head of Product, your primary focus will be on overseeing 55ip product initiatives. Your leadership will play a crucial role in fostering collaboration with cross-functional teams, including Technology, Operations, and Quant, to develop and deliver innovative products and platforms tailored for asset and wealth management. You will be responsible for delivering the product roadmap by effectively leading a talented, diverse, equitable, and inclusive team of product managers. This involves creating an environment that values diverse perspectives, encourages innovation, and promotes collaboration. Providing strategic guidance and coaching to team members will be essential, fostering opportunities for career growth and cultivating a positive and dynamic team culture within our India offices located in Mumbai and Bangalore. Leading the team through the entire lifecycle of product development will be a key aspect of your role. From initial discovery and conceptualization to development and successful go-to-market activities, you will guide the team in creating innovative products that meet market demands and exceed customer expectations. Collaboration with Technology teams to optimize Agile work practices and ensure efficient product development processes will be a critical part of your responsibilities. In addition, you will partner with Technology and Quant teams to align resources effectively and gain a deep understanding of delivery plans to meet roadmap objectives. Collaborating with the Operations team to identify opportunities for process improvement and innovation will also be part of your role, driving continuous improvement across the organization. Ensuring seamless cross-functional collaboration among Product Managers, key stakeholders, and business units will be essential for aligning on product design, requirements, and delivery objectives. Your demonstrated ability to foster and maintain strong cross-functional collaboration, ensuring seamless communication and alignment among diverse teams to achieve strategic objectives, will be paramount. Furthermore, you will be responsible for developing and implementing comprehensive reporting frameworks to track progress, measure success, and provide actionable insights to Product leadership. This will facilitate informed decision-making and strategic planning, contributing to the overall success of the product initiatives. Required qualifications for this role include over ten years of experience in Product Management and Product Delivery within WealthTech, Fintech, or Investment Technology, as well as collaborative experience working across Product, Technology, and Design teams. Proficiency in critical thinking, analytical leadership, and project management tools like MS Project is essential. A BA/BS degree in a related field is required, along with expertise in using Confluence and JIRA for initiative and sprint tracking. Preferred qualifications include expertise in Agile methodologies, with a proven track record of enhancing team performance and delivering high-quality solutions in dynamic environments. Agile Scrum Master certification is a plus for this role.,

You will be joining Fintract Global, a prominent player in the fintech and investing sectors, dedicated to revolutionizing financial systems and software development. The primary focus is on enhancing consumer experiences and boosting profitability through cutting-edge financial platforms that streamline processes, aggregate data, and offer real-time insights. The organization is deeply committed to establishing sustainable ecosystems and delivering outstanding long-term returns for global public and private entities. The team at Fintract Global is a diverse mix of exceptional professionals from Europe, Asia, and America, united in their drive to conquer unprecedented challenges and shape the future of fintech. As a full-time hybrid Private Equity PL Partner based in New Delhi with some remote work flexibility, your responsibilities will include managing investment portfolios, conducting due diligence, analyzing financial data, and formulating investment strategies. The role also entails collaborating with stakeholders, evaluating market opportunities, and ensuring the growth and profitability of portfolios. In this role, you will be tasked with analyzing investment opportunities, creating financial models, overseeing due diligence processes, and spearheading business development initiatives. Collaboration with cross-functional teams, mentoring junior staff, and effective communication with stakeholders to facilitate strategic decision-making and ensure successful investments are key aspects of this position. The candidate will have the opportunity to be considered for full-time roles with FinTract Global's new business ventures in London and FINANCIAL Capital LLC. We are seeking individuals who embody traits such as honesty, loyalty, ethics, diligence, and excellence, particularly those who rank in the top 1% of their alma mater's iconic and prestigious colleges. The compensation offered for this role is lucrative, with exciting prospects post-assessment, including the chance to collaborate with top FS & PE firms and potential bonuses. The key focus areas for this role encompass client onboarding, business development, account management, relationship management, and due diligence. Portfolio research and due diligence will revolve around sectors such as Saas, Fintech, Reg Tech, WealthTech, Hitech (GenAl, Signal, GIS, AI, API, Cloud, Security, Data, Analytics), Audit & Accounting Software, M&A (Buy & Build Side), and InsurTech. To excel in this role, candidates should possess strong analytical skills, financial acumen, experience in investments and private equity, proficiency in due diligence and financial analysis, excellent written and verbal communication abilities, and the capacity to work autonomously as well as part of a team. Prior experience in the fintech or financial services industry would be advantageous, with a Bachelor's degree in Finance, Economics, or a related field required, while an MBA or relevant advanced degree is preferred.,

As a Private Equity PL Partner at Fintract Global, you will play a pivotal role in managing investment portfolios, conducting due diligence, analyzing financial data, and developing investment strategies. Your responsibilities will also include collaborating with stakeholders, assessing market opportunities, and ensuring portfolio growth and profitability. You will be part of a dynamic team at Fintract Global, a leading innovator in the fintech and investing sectors. Our company is dedicated to transforming financial systems and software development to enhance consumer experiences and increase profitability. We strive to build state-of-the-art financial platforms that automate procedures, compile data, and provide real-time insights, with a focus on creating sustainable ecosystems and delivering exceptional long-term returns for organizations worldwide. The ideal candidate for this full-time hybrid role based in New Delhi should possess strong analytical skills, financial acumen, and experience in investments and private equity. Proficiency in due diligence and financial analysis, along with excellent written and verbal communication skills, are essential. You should be able to work both independently and as part of a team, with a preference for candidates with experience in the fintech or financial services industry. Your role as a Private Equity PL Partner will involve analyzing investment opportunities, conducting financial modeling, overseeing due diligence processes, and driving business development initiatives. You will collaborate with cross-functional teams, train junior staff, and communicate effectively with stakeholders to support strategic decision-making and ensure successful investments. At Fintract Global, we value honesty, loyalty, ethics, and hard work. We are seeking top talents from prestigious colleges to join our diverse team of exceptional individuals from Europe, Asia, and America. The compensation for this position is high, with exciting opportunities to work with top financial services and private equity firms, including bonuses based on performance. Key focus areas for this role include client onboarding, business development, account management, relationship management, and due diligence in portfolio research. The sectors of interest for investment opportunities include SaaS, Fintech, Reg Tech, WealthTech, Hitech, Audit & Accounting Software, M&A, and InsurTech. If you are a motivated professional with a Bachelor's degree in Finance, Economics, or a related field (an MBA or relevant advanced degree is preferred), and meet the criteria mentioned above, we encourage you to apply for this challenging and rewarding position at Fintract Global.,

The smallcase Credit team is dedicated to developing liquidity solutions for retail investors in India, starting with loan against mutual funds and branching out to other types of assets and credit products. As a Product Manager for smallcase Credit, you will play a crucial role in solving complex problems and enabling businesses to provide liquidity solutions to their users. Your responsibilities will include co-owning the product roadmap in collaboration with leadership, managing sprint cycles, creating spec documents, overseeing development and delivery with engineering, design, data, and QA teams, collaborating with users, analytics, and CX team to track and measure business and product success, working closely with the team to develop original solutions to challenges, conducting user research to gather insights and feedback, and managing multiple simultaneous projects across various teams. The ideal candidate for this role will have 5-8 years of product experience in building and shipping tech-first products, excellent communication skills to articulate ideas, gather feedback, and share opinions, the ability to troubleshoot with engineers and identify necessary fixes, a strong inclination towards data-driven decision-making, proficiency in copywriting and A/B Testing, prior development experience or a relevant tech degree, and previous exposure to the Fintech or WealthTech space or a keen interest in the same. smallcase is revolutionizing investment practices in India by providing investment products and platforms to over 10 million Indians. Founded in July 2015 by three IIT Kharagpur graduates, Vasanth Kamath, Anugrah Shrivastava, and Rohan Gupta, smallcase is a dynamic team of 250+ individuals based in Bangalore. The company is committed to offering innovative investing experiences and technology, utilized by over 300 of India's top financial brands and institutions. With support from esteemed investors in the capital markets, smallcase is dedicated to enabling better financial futures for every Indian. Life at smallcase is characterized by a focus on making a lasting impact on the wealth and assets landscape through unique technology and an expanding ecosystem. The company values innovation, transparency, integrity, and long-term thinking. People are central to smallcase's success, and individuals are empowered to excel and contribute meaningfully to the organization. The working environment promotes flexibility, ownership, and continuous feedback loops to foster growth and evolution.,

The Product Manager for smallcase Credit will play a crucial role in developing liquidity solutions for retail investors in India. You will collaborate with the product team to address intricate challenges and enable businesses to provide liquidity solutions to their users. Your responsibilities will include co-owning the product roadmap, managing sprint cycles, creating spec documents, and ensuring timely development and delivery in coordination with engineering, design, data, and QA teams. You will work closely with users, analytics, and CX team to monitor and evaluate business and product performance. Additionally, you will engage in user research to gather insights and feedback for product enhancement. The ideal candidate should possess 2-5 years of experience in building and launching tech-first products, along with exceptional communication skills, troubleshooting abilities, data-driven decision-making skills, and proficiency in copywriting and A/B testing. Prior experience in the Fintech or WealthTech sector would be advantageous. smallcase, a pioneering provider of investment products and platforms to millions of Indians, is revolutionizing investment practices in India. With a team of over 250 professionals based in Bangalore, smallcase is committed to delivering innovative investment solutions through cutting-edge technology. Founded by three IIT Kharagpur alumni in July 2015, smallcase has established itself as a trusted partner for over 300 financial brands and institutions in India. The company's mission is supported by top-tier investors who share the vision of fostering better financial outcomes for every Indian. Working at smallcase offers an opportunity to contribute to a business that is reshaping the wealth and assets landscape with its unique technology and expanding ecosystem. The company's culture prioritizes innovation, transparency, integrity, and long-term thinking. Recognizing its people as the cornerstone of success, smallcase nurtures a work environment that encourages autonomy, ownership, and continuous feedback to enable individuals to excel and create impactful work.,

If the mission to democratize financial services for billions of Indians excites you, we are seeking a Head of Product in our Wealth vertical. As the Product leader of this space, you will be responsible for leading both product strategy and execution across both our existing suite of Wealth products (comprising Fixed Deposits, Xtra, Gold, Mutual Funds, Insurance etc.) as well as ideating and bringing new best in class products to life. You will operate as an entrepreneur, articulating compelling user stories, defining customer and product requirements, own the product strategy and roadmap. You will work closely with design, engineering, marketing, finance, business and legal teams in an agile environment to launch products and scale them to tens of millions of customers. A successful candidate will be a self-starter with excellent business acumen & vision, product & program management skills, and a highly effective people leader who can work in a highly ambiguous environment. You will bring a heightened sense of ownership, thought leadership and product building expertise to a fast-pace start-up environment. Location: Gurgaon (Work from Office 5 days a week) Key responsibilities: Product Strategy & Vision: You will own defining the product strategy and vision (market opportunity, positioning, technology, GTM, engagement and product roadmap) for your product suite and obtaining buy in from senior leadership on the same. Execution & Delivery: You will own and oversee end to product development, including GTM and customer adoption by partnering extensively with internal stakeholders (engineering, business, marketing). You will make smart trade-offs, own prioritization, coordinate dependencies and maintain communication through the delivery processes to ensure a smooth and effective product delivery. You will also own working with engineering to continuously optimize product delivery cycles and help remove impediments for teams. Market Research & Competitor Analysis: You will analyse market trends, customer behaviour, and competitors to identify new opportunities and refine existing product offerings. Partnership Management: You will build and manage relationships with banks, NBFCs, Fintechs, Wealth Managers, Brokers, Insurers, Banks and other key players in the ecosystem. User Experience & Engagement: You will collaborate with design and engineering teams to create intuitive, user-friendly investment solutions. Regulatory Compliance: You will work closely with legal and compliance teams to ensure adherence to Wealth Business regulations. Data-Driven Decision Making: Leverage analytics and user insights to optimize product performance and enhance adoption. Scope and Influence: You will build artifacts, including but not limited to business cases and executive updates through data driven insights and review recommendations with senior leadership. Requirements: 12+ years of experience in product management 8+ years in WealthTech product management with a proven track record of building and scaling such products. Strong business acumen of investing and wealth products 5+ years of experience managing/overseeing partnerships (Banks, NBFCs, Wealthtechs, Brokers, Depositories etc.) Strong analytical, problem-solving, and decision-making skills. Excellent stakeholder management and communication skills. Experience leading cross functional teams in an agile environment. Why Mobikwik Work with a fast-paced and innovative team in one of Indias leading fintech companies.,

Kilde is a rapidly scaling fintech company with a mission to build the world's leading private wealth management platform. The investments marketplace at Kilde connects accredited investors with high-quality private credit opportunities and is expanding rapidly across Asia. If you thrive in a high-growth, international setting and aspire to make a significant impact on the future of wealth tech, this opportunity is for you. As a versatile Business Analyst at Kilde, you will play a crucial role in championing Quality Assurance and leading Scrum ceremonies. Your responsibilities will involve translating strategic objectives into actionable user stories, ensuring release quality, and fostering an agile culture that caters to both external customers (investors & partners) and internal customers (investment, compliance, and operations teams). Your key responsibilities will include engaging external investors, distribution partners, and internal stakeholders to capture business needs effectively. You will be responsible for translating strategic objectives into clear epics, user stories, and acceptance criteria that maximize customer value. Additionally, you will produce functional specifications, data models, and collaborate with designers on UI/UX wireframes and reporting layouts. In terms of Quality Assurance, you will own the end-to-end QA process, including defining test strategy, test plans, test cases, and ensuring traceability to requirements. You will execute functional, regression, API, and UAT cycles, as well as log and track defects to closure. Maintaining auditable QA documentation that meets regulatory and security standards will also be a key aspect of your role. As a leader in Agile Delivery, you will serve as the Scrum Master for up to two squads, facilitating sprint planning, daily standups, reviews, and retrospectives. You will foster an MVP mindset, remove impediments, and coach the team to achieve higher agile maturity levels with support from the CTO. Tracking delivery metrics such as velocity and burndown and continuously improving processes in a fast-paced scale-up environment will be essential. To excel in this role, you should have at least 8 years of experience in Business Analysis and/or Quality Assurance within an Agile/Scrum setting, with a preference for fintech or wealthtech background. Hands-on experience in eliciting requirements, documenting processes, and writing test cases is required. Strong Scrum Mastery (CSM/PSM) or a strong desire to enter the role with mentorship is essential. Excellent stakeholder management and communication skills across diverse cultures are a must. Proficiency in SQL and RESTful API testing, along with familiarity with test management tools like JIRA and TestRail, is preferred. A Bachelor's degree in IT, Computer Science, Engineering, or equivalent is also necessary. Joining Kilde offers you a chance to make a significant impact and grow with a venture aiming to create US$1 billion in Assets under Management in shareholder value within five years. You will have direct access to experienced founders and a CTO committed to your professional development. The role offers hybrid flexibility, allowing you to work both onsite at the Bangalore tech hub (HSR Layout) and from home. You will also have opportunities for cross-border collaboration, with quarterly team meetups in Bangalore and Singapore. Additionally, a competitive package that includes an attractive salary and ESOP is part of the offering.,