Product Manager – CRM & Platform – Mumbai (1)

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