Product Owner: Stock Broking & Investment Products (Front office & Back Office Solutions)
Tradelab
·Jun 23, 2026
- Location
- Bangalore, India
- Department
- IT
- Source
- Keka
Description
- 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.
- 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
- 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.