Product Consultant – Product Management

Asset Vantage; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Asset Vantage, Mumbai-based, seeks a Product Solutions Specialist to become the product expert during client evaluations and pre-sales engagements. You will showcase capabilities, conduct detailed demonstrations, gather market feedback, and help prospects understand how the platform addresses business challenges.

You will collaborate with Sales, Product Management, Services, and Marketing, maintaining client-ready environments and tailoring demos to client workflows.

Qualifications

• Proven experience in product management, pre-sales, or solution consulting within SaaS/wealth tech.
• Strong presentation, storytelling, and client-facing skills.
• Knowledge of wealth management processes, reporting, and regulatory landscape.

Responsibilities

• Conduct detailed SaaS product demonstrations for prospective clients across family offices, wealth managers, OCIOs, RIAs, and accounting firms.
• Tailor demonstrations based on prospect requirements, workflows, and business challenges.
• Act as the product expert during discovery calls, demos, workshops, and proof-of-concept engagements.
• Collaborate with Sales teams throughout the sales cycle to improve conversion rates and customer confidence.
• Own and maintain client-ready demonstration environments.
• Continuously improve demo scenarios aligned with market trends and customer requirements.
• Create and maintain interactive product walkthroughs using AI tools.
• Work closely with Marketing to support campaigns, webinars, events, and product launches.
• Capture detailed client feedback, enhancement requests, objections, and competitive insights during sales interactions.

Skills

Product Management

Pre-Sales

Solution Consulting

Wealth Management

SaaS

Education

MBA Finance

CFA

CA (positive to have)

Job description

What the AV team builds
We build award-winning global SaaS technology products.

We help global families get control of their complex wealth through technology, accounting, and investment best practices to make well-informed financial decisions. Founded in 2011, we have a strong customer presence in North America, Middle East and India and expanding fast in other key geographies as well.

We are seeking a highly motivated Product Solutions Specialist to become the product expert during client evaluation and pre-sales engagements. This role will work closely with Sales, Product Management, Services, and Marketing teams to showcase Asset Vantage’s capabilities, conduct detailed product demonstrations, gather market feedback, and help prospects understand how the platform addresses their business challenges.

Key Responsibilities

• Conduct detailed SaaS product demonstrations for prospective clients across family offices, wealth managers, OCIOs, RIAs, and accounting firms.
• Tailor demonstrations based on prospect requirements, workflows, and business challenges.
• Act as the product expert during discovery calls, demos, workshops, and proof-of-concept engagements.
• Collaborate with Sales teams throughout the sales cycle to improve conversion rates and customer confidence.
• Own and maintain client-ready demonstration environments.
• Continuously improve demo scenarios aligned with market trends and customer requirements.
• Create and maintain interactive product walkthroughs using AI – tools.
• Work closely with Marketing to support campaigns, webinars, events, and product launches.
• Capture detailed client feedback, enhancement requests, objections, and competitive insights during sales interactions.

Collaborate with Product Management to translate market feedback into product recommendations and roadmap inputs.

Qualifications we seek in you

• CFA, MBA Finance, or equivalent financial services background preferred.
• CA (positive to have)

Experience

• 4–8 years of experience in Product Management, Business Analysis, Pre-Sales, Solution Consulting, or Wealth Technology.
• Deep understanding of wealth management industry trends, technologies, and regulatory landscape, with a passion for driving positive change and disrupting the status quo.
• Knowledge and experience with SAAS products are a significant advantage.

Experience working with one or more of the following

• Family offices
• Investment management / wealth management firms
• Private equity / Venture capital firms
• Accounting & Tax firms
• Fund administrators

Knowledge of

• Multi-entity accounting
• Alternative investments / Private equity / Hedge funds / Capital calls and distributions
• Performance reporting
• Waterfalls and carried interest
• Multi-currency accounting
• Consolidated financial reporting
• APIs and systems integration

Personality and Interpersonal Skills

• Strong understanding of wealth management, family office operations, investment reporting, accounting, or financial services.
• Excellent presentation, communication, and storytelling skills.
• Comfortable interacting with senior executives, CIOs, Principals, CFOs, Wealth Managers, and Operations teams.