Product Manager
CurrentFinzo is a wealth-tech firm (sister concern of Fintrust Advisors LLP) with a broad vision to build an expansive product under brand name ALLFUNDS for advisory, execution, fund accounting and analytics. I am working closely with Techwave, our partner in developing the product, to bring the app and website to the diverse retail, HNIs, Family Offices and businesses helping them achieve their investment goals by providing real-time updates on account health status while considering market risk and volatility. • Our target here is to develop AI-based models to get insights/ predict/ recommend the best investment solutions.• Collaborate with the development team as a Subject Matter/ Domain Expert.• Working closely with the tech partners to build sequence flows, and high-level and low-level design flows.• Developed the entire engine which generates analytics and recommendation in our Robo Advisory platform using python and SQL.• Co-developed mockups and optimized user journey for app and website using Figma/ mockitapp with the UX/UI/BA team.• Developed and coded all the financial calculators for the website/ app using Python.• Managing a team of backend developers to automate data retrieval, data analysis & management from different sources like Morningstar, Registrar and Transfer Agents, AMFI and other sources.• Responsible for coordination with our partners for on time delivery of products/ agreements.• Conducting sprint demos and product demos for business stakeholders.• Providing knowledge transfer (KT) sessions to team members and performing peer reviews of the analysis.• Understanding industry trends, regulations, and best practices to offer valuable insights and guidance during the requirements analysis process.
