Back to board
tradelab·1 month ago

Product Owner: Stock Broking & Investment Products (Front office & Back Office Solutions)

Bengaluru, IndiaFull-timeMid · 2-5 years

About this role

Department: Product Management

About Us
At Tradelab Technologies Pvt Ltd, we don’t just build web applications, we create high-performance trading platforms tailored for brokers and financial institutions. Our platforms power real-time market analysis, ultra-low-latency trade execution, and seamless broker-client interactions. We work in a high-stakes, outcome-driven environment where brokers demand reliability, speed, and security. If you're an expert React developer who thrives on solving complex front-end engineering challenges in the brokerage and trading domain, this is the role for you. For more info, visit: https://tradelab.in/

ROLE SUMMARY
We are seeking an experienced Product Manager to lead the end-to-end development and management of Stock Broking and Investment Products Front & Back Office solutions.
The role requires strong domain knowledge of Equity Trading, Mutual Funds, IPOs, Insurance, Fixed Deposits, NCDs, Bonds, PMS, Portfolio Tracking, investor onboarding, transaction processing, settlement, reconciliation, brokerage, payouts, and reporting.

KEY RESPONSIBILITIES
  • Define product vision, roadmap, priorities, and functional architecture for Stock Broking and Investment Products Front & Back Office solutions.
  • Manage complete product development from requirement gathering, SOW, BRD, workflows, user stories, and functional specifications through UAT and production rollout.
  • Own the end-to-end product lifecycle for broking and trading products across Equity, Derivatives, Commodities, ETFs, and related offerings.
  • Strong knowledge of Mutual Fund transaction processing through BSE Star MF, NSE NMF, RTAs, and related API or file integrations.
  • Strong knowledge of Mutual Fund back-office activities including RTA feed imports, folio processing, Portfolio Management, Returns, AUM, trail brokerage, GST/TDS, and reconciliation.
  • Develop Portfolio Tracker solutions covering consolidated holdings, valuation, asset allocation, capital gains, XIRR, performance analysis, and client reporting.
  • Strong knowledge of IPO workflows including issue setup, application processing, UPI/ASBA, bidding, allotment, refunds, brokerage, and reconciliation.
  • Develop Insurance Back-Office solutions covering proposal processing, policy issuance, premium tracking, renewals, claims, commissions, payouts, and policy servicing.
  • Develop solutions for OFS, Buyback, Fixed Deposits, NCDs, Bonds, PMS, Insurance, and other investment products.
  • Strong knowledge of sub-broker, employee, branch, channel, partner, and agent payout calculations, approvals, clawbacks, and reconciliation.
  • Design investor onboarding workflows including e-KYC, KRA, CKYC, FATCA, bank mandate, nominee, and account opening.
  • Manage integrations with exchanges, depositories, RTAs, banks, insurers, payment systems, and third-party platforms.
  • Coordinate with clients, business, development, QA, operations, compliance, finance, implementation, and support teams.
  • Manage UAT, releases, production validation, client demonstrations, implementations, migrations, and escalations.
  • Stay updated on market trends, SEBI guidelines, and technology advancements in the broking and wealth-tech domain.

REQUIRED DOMAIN EXPERTISE
  • Stock Broking and Investment Products Front & Back Office
  • In-depth understanding of trading platforms, OMS/RMS, KYC, settlements, and compliance processes.
  • Proven track record in managing digital products in broking, fintech, or investment platforms.
  • Mutual Fund transactions through BSE Star MF and NSE NMF
  • RTA feeds, folio processing, AUM, brokerage, and reconciliation
  • Portfolio tracking across Equity, Mutual Funds, Bonds, NCDs, Fixed Deposits, PMS, AIF, Insurance, and other investment products IPO, OFS, Buyback, FD, NCD, Bonds, PMS, and Insurance operations
  • Insurance policy, premium, renewal, claim, commission, and servicing workflows
  • Sub-broker, employee, branch, partner, and channel payouts
  • APIs, JSON, databases, batch processing, file integrations, and reporting
  • Product strategy, client management, business analysis, and end-to-end delivery

EDUCATION
  • Any Graduate. Candidates with experience in Capital Markets, Stock Broking, Investment Products, Wealth Management, Insurance, or Financial Services will be preferred. Relevant finance, securities market, or insurance certifications will be an added advantage.