Head of Technology Product (Growth, Experience & Operations)

Company Overview

Not specified.

Job Summary

The Head of Technology Product is a strategic leadership role responsible for defining and executing the vision and roadmap for the company's customer lifecycle, operational automation, and partner enablement platforms. This role involves leading a high-performing team of Product Managers to deliver seamless user experiences, optimize internal operations, and develop growth tools for business partners. The position requires a blend of expertise in capital markets, regulatory compliance, CRM systems, communication workflows, and commercial negotiations, contributing directly to the company's growth and operational excellence.

Responsibilities

• Product Strategy & Team Leadership

  • Define the long-term product roadmap for client onboarding, engagement, retention, and partner technology stacks, aligning with overall business growth objectives.
  • Lead, mentor, and hold accountability for a team of Product Managers, fostering a culture of innovation, data-driven decision-making, and execution excellence.
  • Translate complex business and operational workflows into scalable product specifications and oversee execution across agile sprint cycles.

• Customer Lifecycle & Engagement Platforms

  • Own the enterprise CRM architecture, driving advanced marketing automation workflows, omni-channel customer service tracks, and customer segmentation tools to maximize lifetime value.
  • Oversee digital onboarding processes (e-KYC, Re-KYC) and profile modification systems, ensuring a frictionless, fully digital, and regulatory-compliant user journey.
  • Build and scale research publishing, distribution, and analytics tools, ensuring compliance with research analyst regulations while enhancing client engagement.

• Communications & Internal Infrastructure

  • Manage the product lifecycle of telephony and communication systems (IVR/DID), integrating them with CRM for intelligent call routing and analytics.
  • Direct the development of a centralized internal portal for cross-functional operations, compliance dashboards, and employee workflows.
  • Optimize and secure the Document Management System (DMS) for document storage, indexing, retrieval, and automated archival in compliance with regulatory mandates.

• Partner Enablement & B2B Solutions

  • Architect and evolve digital solutions for business partners, including partner dashboards, revenue sharing tools, and lead management systems.

• Market Intelligence, Evaluation & Cost Negotiation

  • Benchmark engagement and operational technology against market competitors and emerging fintech trends.
  • Evaluate "Build vs. Buy" scenarios for new applications and tools, conducting technical and functional assessments of third-party vendors.
  • Lead commercial negotiations with vendors for CRM, cloud telephony, SMS/Email gateways, and SaaS tools to optimize total cost of ownership.

Qualifications

• Experience: 12 – 15+ years in product management, with at least 6 – 8 years within the stockbroking, wealth management, or financial services ecosystem.
• Leadership: Proven track record of managing and developing teams of Product Managers and Business Analysts.
• Domain Expertise: Extensive experience managing enterprise CRMs (e.g., Salesforce, LeadSquared, Freshdesk), digital onboarding (KYC/CKYC) systems, and partner/affiliate tech portals.
• Technical & Communication Skills: Strong understanding of APIs, marketing automation technologies, workflow orchestration engines, and telephony integrations (CTI).
• Regulation Knowledge: Deep understanding of SEBI/Exchange guidelines related to client onboarding, KYC, research distribution, data privacy, and secure communications.
• Educational Qualifications: Bachelor’s degree in Engineering, Computer Science, Finance, or a related field. An MBA is highly advantageous.

Preferred Skills

• Experience with cloud-based infrastructure and SaaS solutions.
• Strong analytical and problem-solving skills.
• Excellent stakeholder management and negotiation abilities.
• Familiarity with fintech trends and emerging technologies.
• Ability to lead cross-functional teams in a fast-paced environment.

Experience

• 12 to 15+ years of relevant experience in product management, with significant exposure to financial services, capital markets, or wealth management sectors.
• Demonstrated success in managing enterprise-level platforms and leading large teams.

Environment

• The role may involve in-office, remote, or hybrid work settings depending on company policies.
• The position requires working in a fast-paced, dynamic environment with a focus on innovation, compliance, and operational excellence.
• Collaboration with cross-functional teams including technology, compliance, marketing, and business development.

Salary

Not specified.

GrowthOpportunities

Not specified.

Benefits

Not specified.