Job Summary
We are looking for a highly motivated Senior Product Manager with 4–6 years of experience in CRM-based Digital Onboarding products within the BFSI domain. The ideal candidate will own the end-to-end product lifecycle, drive product strategy, collaborate with cross-functional teams, and deliver scalable onboarding solutions that enhance customer and partner experience.
The role requires strong expertise in Digital Account Opening, CRM platforms, Product Management, Partner Onboarding, Workflow Design, APIs, and Agile delivery, along with the ability to work closely with Business, Engineering, Architecture, Compliance, and Operations teams.
Key Responsibilities
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Own the complete product lifecycle for CRM-based Digital Onboarding platforms, from product ideation to production support.
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Define product vision, roadmap, and strategy aligned with business goals and customer needs.
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Design scalable, configurable, and reusable onboarding journeys for Authorised Partners (APs), Referral Partners (RPs), Relationship Managers (RMs), and other partner ecosystems.
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Architect onboarding workflows that enable configurable journeys with minimal development effort.
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Lead solution design discussions involving APIs, workflow orchestration, integrations, platform scalability, and technical architecture.
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Gather business requirements through workshops with Business, Compliance, Operations, Technology, and Architecture teams.
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Prepare and maintain BRDs, FRDs, User Stories, Acceptance Criteria, Process Flows, Wireframes, Functional Specifications, Release Notes, and Product Documentation.
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Define and implement Role-Based Access Control (RBAC) models across multiple business personas.
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Own sprint planning, backlog prioritization, release planning, UAT coordination, production deployment, stakeholder communication, and change management.
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Define onboarding funnel KPIs, monitor conversion rates, identify journey drop-offs, perform root cause analysis, and implement product improvements to maximize partner productivity and customer conversion.
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Monitor production applications, APIs, scheduled jobs, workflows, and customer onboarding journeys to ensure high availability.
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Drive production issue analysis and collaborate with Engineering and DevOps teams for timely resolution.
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Continuously improve platform stability, operational efficiency, and customer experience through data-driven enhancements.
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Mentor junior Product Managers and establish product management best practices across teams.
Functional Skills
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4–6 years of Product Management experience in the BFSI domain.
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Strong hands-on experience with CRM-based Digital Onboarding platforms.
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Mandatory experience in Demat Account Opening and Trading Account Opening journeys.
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Expertise in preparing: Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), User Stories, Acceptance Criteria, Wireframes, Process Flows, Functional Specifications, Release Documentation
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Strong understanding of configurable workflows and business rules.
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Experience in Partner Onboarding and Customer Lifecycle Management.
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Excellent stakeholder management and communication skills.
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Experience leading Agile product development teams.
Technical Skills
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Strong understanding of Role-Based Access Control (RBAC) and authorization models.
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Experience with REST APIs, authentication mechanisms, workflow orchestration, and enterprise integrations.
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Working knowledge of: NGINX, Servers, Reverse Proxy, CORS, Deployment Architecture
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Ability to troubleshoot production issues across applications, APIs, integrations, and infrastructure.
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Experience monitoring production systems, APIs, workflows, scheduled jobs, and onboarding journeys.
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Ability to collaborate with Engineering and Architecture teams to design scalable enterprise solutions.
