Product Manager – CRM & Platform – Mumbai (1)

Compoundexpress Private Limited; Mumbai; Presencial; INR 1.800.000 - 3.200.000; Jornada completa

Descripción de la vacante

Compoundexpress Private Limited is seeking a Product Manager for CRM & Platform to own end-to-end roadmap across CRM, insurance modules, AI-led reporting, and platform infra.

This builder role requires 5–7 years in product management within fintech, hands-on ownership, cross-functional leadership, and a bias for automation-first releases to ensure trusted experiences for distributors and clients.

Formación

• Engineering degree (BE, BTech, etc.).
• Mode of Working: Regular in-office collaboration; Not a remote role.
• Experience of 5–7 years in product management, fintech focus.
• Direct ownership of CRM and/or Insurance modules with shipped features.
• Strong data-modeling instincts for edge cases in fintech.

Responsabilidades

• Own the CRM product roadmap including client data architecture and reporting.
• Lead self-service capabilities for clients to manage profiles, transactions, and reports.
• Drive third-party and partner integrations (insurance, AI-led analytics, payments).
• Own platform infrastructure decisions (identity, billing, white-labelling).
• Support cross-functional initiatives and run release governance with phased rollouts.

Conocimientos

CRM

Product ownership

Data modeling

APIs integrations

Release automation

Stakeholder management

Educación

Engineering degree

MBA or equivalent preferred

Herramientas

AppSmith

Keycloak

CRM platforms

Descripción del empleo

Department: Product

Positions: 1

What Is This Role About?

Product Manager – CRM & Platform At compoundexpress, we're building the operating system for India's mutual fund distributors the CRM, client experience, and integration fabric behind every advisor-client interaction on the platform. This is a builder's seat: end-to-end ownership of the products that turn fragmented, manual workflows into a modern, self-serve fintech experience.

We're looking for someone who thinks like a challenger, not a custodian who walks in from outside financial-services convention and asks "why does this still work this way?" You'll own a dense, high-leverage roadmap spanning CRM, insurance, AI-led reporting, and platform infrastructure, and ship it through disciplined, phased releases that never break trust with distributors managing real client money.

Responsibilities

• Own the CRM product roadmap - client data architecture, communication workflows, data quality and anomaly resolution, task/workflow automation, and reporting
• Lead client-facing self-service capabilities, enabling clients to manage their own profiles, transactions, and reports with minimal manual intervention
• Drive third-party and partner integrations - insurance, AI-led analytics and reporting, payments, and other ecosystem partnerships that extend the platform's capabilities
• Own platform infrastructure decisions - identity and access management, subscription and billing workflows, and white-labelling for partner-branded instances
• Support strategic, cross-functional initiatives as directed by leadership
• Run release governance - phased rollouts, automation-first testing, predictable release cadence, and minimal production disruption
• Assign and track responsibilities clearly across engineering, QA, DevOps, and leadership for every module you own
• Report progress and risks to leadership in structured, concise updates

Must-Have Skills

• Engineering degree (BE, BTech, etc..) , MBA or equivalent preferred
• Mode of Working: Regular in-office collaboration with engineering, QA, and leadership; Not a remote role
• Experience of 5–7 years in product management, majority of it within fintech (not traditional BFSI/insurance companies)
• Direct, hands-on product ownership of CRM and/or Insurance modules — has shipped features in this space, not just adjacent to it
• Functional & Tech Skills: Strong data-modeling instincts: comfortable designing for edge cases (KYC/PAN anomalies, minor accounts, family/entity relationships) without defaulting to manual workarounds
• Functional & Tech Skills: Experience owning integrations with external partners/APIs (payment gateways, SSO, data-sharing pipelines) — has coordinated a multi-party integration roadmap, not just consumed a single API
• Functional & Tech Skills: Track record of running phased, automation-first release cycles with minimal production disruption
• Functional & Tech Skills: Clear, structured written communication — able to translate messy operational requirements into a spec/PRD an engineering team can execute
• Soft Skills: Comfortable owning a wide, ambiguous, multi-module charter and sequencing it independently
• Soft Skills: Strong stakeholder management — can hold their own with engineering, QA, DevOps, and leadership at the same time
• Soft Skills: Demonstrated "outside-in" thinking: can point to a specific instance of redesigning a workflow around the end-user rather than around internal process or legacy constraints
• Soft Skills: Resilient under a dense, fast-moving roadmap without losing attention to detail

Preferred Skills

• Exposure to wealth-tech or investment platforms (MF, PMS, AIF, stock broking)
• Familiarity with AppSmith, Keycloak, or CRM platforms used for workflow/task orchestration
• Experience with WhatsApp Business API or transactional-messaging platforms
• Prior work on white-labelled/multi-tenant product architecture
• Exposure to lending products (LAP/LAMF) or P2P lending platforms
• Startup or scale-up experience where the PM function also covered light program/delivery management

This Role Is Not a Fit If You

• If you have spent your career primarily in traditional AMC/insurance/banking product teams, with no fintech (startup/scale-up) exposure
• If you are used to long, waterfall-style release cycles or heavy sign-off processes, and are not comfortable with automation-first, phased releases
• If you operate as a "requirements gatherer" — translating stakeholder asks 1:1 without questioning the underlying workflow
• If you have no direct CRM or Insurance product ownership on your track record — pure lending or pure payments experience alone, with no CRM/insurance exposure, is not a fit for this seat