Product Manager – 1 | Success / Cross Sell

About the Role

Key Responsibilities

Partner & Investor Understanding

• Develop a deep understanding of Health Insurance, Term Insurance, NPS, Fixed Deposits (FD), Loan Against Mutual Funds (LAMF), and other strategic product categories, becoming the product and domain expert for these offerings.
• Own relationships with external product partners and vendors, leading API and product integrations, coordinating launches, managing cross-functional dependencies, and ensuring seamless operational execution throughout the product lifecycle.
• Represent the needs of both new partners adopting these products for the first time and existing partners looking to increase adoption, ensuring the platform simplifies discovery, education, and transacting.
• Lead partner interviews, shadow Support and Business teams, and regularly engage with Sales and Operations to uncover friction points, validate product opportunities, and improve partner experience.

Backlog Ownership & Execution

• Maintain a clear, outcome-aligned backlog for the Success Pod, ensuring each item is tied to measurable improvements in policy purchase, time-to-first transaction, or failure reductions.
• Translate partner feedback, Operations team insights, regulatory requirements, and data signals into well-defined user stories and acceptance criteria.
• Maintain forward-looking backlog readiness with at least three sprints of groomed and prioritised work to ensure uninterrupted execution.
• Make day-to-day product decisions that unblock Engineering and maintain delivery velocity.
• Own end-to-end execution of product initiatives—from problem discovery and PRD creation through sprint planning, UAT, production launch, and post-launch monitoring.
• Partner closely with Design and Engineering to make timely product decisions, resolve ambiguities, and maintain execution velocity.

Experimentation & Analytics

• Define and track leading indicators of success, including step-wise completion rates, time-to-activation, funnel drop-offs, and support ticket volume tied to purchase journeys.
• Use product analytics and qualitative feedback to identify where the purchase journey breaks down and drive iterative improvements.
• Work on AI-led initiatives, including AI-assisted onboarding guidance and intelligent nudges that help partners complete their journey faster with less support.
• Monitor product health post-launch by analysing adoption, funnel performance, production issues, and partner feedback while driving continuous improvements.

Product Expansion

• Execute product initiatives aligned with AssetPlus' strategic expansion priorities across new business lines and partner segments.
• Work closely with Business, Compliance, and Operations teams to translate expansion opportunities into buildable product requirements.
• Partner with the Senior Product Manager to shape product strategy for new initiatives and independently drive execution from discovery through launch, GTM, and adoption, ensuring every initiative is grounded in partner and investor needs.

Cross-Functional Collaboration

• Work closely with Sales, Operations, Compliance, Engineering, Design, Marketing, and Data teams to ensure onboarding flows remain accurate, compliant, and frictionless.
• Partner with the Senior Product Manager to prioritise initiatives, shape product direction, and execute the Success Pod roadmap.
• Collaborate with Enablement and Support teams to identify recurring pain points and systematically eliminate them through product improvements.
• Effectively manage multiple stakeholders—including Business teams, Compliance, external vendors, Engineering, and Design—to align priorities, manage dependencies, and deliver outcomes.

Requirements

Education

• Bachelor's degree required.
• Technical, Business, Finance, or Quantitative disciplines preferred.

Experience

• 3–5 years of overall professional experience.
• Minimum 2 years of experience as a Product Manager or Associate Product Manager.
• Experience in FinTech, WealthTech, or B2B2C platforms preferred.
• Hands-on experience working with Agile/Scrum teams.
• Experience with Insurance, NPS, Fixed Deposits, or launching products involving external integrations is a strong advantage.
• Familiarity with SEBI/IRDAI compliance requirements within the Indian financial services ecosystem is expected.

How Success Would Look

First 30 Days – Learn & Build Context

• Develop a strong understanding of AssetPlus' business model, partner ecosystem, and strategic priorities.
• Become familiar with the Success Pod, product portfolio (Mutual Funds, Health Insurance, Term Insurance, NPS, FD, LAMF, etc.), customer journeys, regulatory landscape, and core product metrics.
• Build relationships with Engineering, Design, Sales, Operations, Compliance, and external partners through active collaboration and partner interactions.

First 3 Months – Deliver & Execute

• Independently drive at least one medium-sized product initiative end-to-end—from problem discovery and PRD creation through sprint execution, UAT, launch, and post-launch analysis.
• Demonstrate effective cross-functional collaboration while using qualitative and quantitative insights to improve partner experience and product adoption.

First 6 Months – Own & Influence

• Become the go-to Product Manager for one or more Success Pod product areas.
• Own the roadmap for assigned initiatives and lead sprint planning discussions with Engineering while collaborating closely with Design, Business, Compliance, and external partners.
• Proactively identify opportunities to improve adoption, conversion, and partner success.
• Be trusted to represent the Success Pod in planning, prioritisation, and product decision-making while consistently delivering measurable business outcomes.