Senior Product Manager / Product Lead - Equity Products & KYC

About Univest

Univest is building India's most comprehensive investment platform - simplifying research, advisory,

and broking solutions 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.

The Role

You will own the end-to-end journey from a user signing up to completing KYC to making their first

equity investment on Univest. This is the funnel that feeds both the advisory business and the

broking business.

What You Owns

User Onboarding & KYC: Own the end-to-end onboarding experience across all products -

from first sign-up step to trading-ready. Minimum friction, maximum first-time-right rate.

Equity investing experience: Own the full equity product surface - from stock discovery and

portfolio tracking to SIPs, ETFs, pledging, MTF, and every widget and feature that touches the

investor journey. If an investor interacts with it, it's yours.

User activation: Getting a KYC-complete user to make their first trade. The gap between

account ready and first investment placed is yours to close.

Compliance integration: Working with the compliance team to ensure all onboarding and

investing flows are SEBI/CDSL compliant.

Operational Efficiency: Own internal ops workflows from approvals to rejections to

automations. If the ops team is firefighting KYC issues daily, you haven't done your job.

KYC Vendor and Cost Management: Own all vendor relationships across the KYC stack -

performance monitoring, SLA enforcement, fallback routing, and cost optimisation. You

negotiate, you track, you switch when needed.

What We Need

• 4-7 years in product management at a stock broking platform
• Deep ownership in at least one: the equity product suite (stock investing, SIPs, IPOs,

pledging, MTF, etc.) OR KYC/onboarding funnels. You must have owned one end-to-end

• Regulated environment experience: You've worked under SEBI / RBI constraints.
• Analytical depth: You pull data yourself (SQL), build your own funnels, and don't wait for an

analyst to tell you where users are dropping.

• Gurgaon-based or willing to relocate. This is a work-from-office role.

Strong-to-Haves

• Experience in Fintech or subscription business
• Experience in the advisory, wealth, and broking industry
• Are you an active trader/investor
• Experience working in an SEBI/RBI-regulated environment.