About Univest
Univest is building India’s most comprehensive investment platform – simplifying research, advisory, and broking solutions across equities, F&O, commodities, and mutual funds.
We’re a fast-scaling Series-A stage fintech backed by a strong thesis: Advisory + Execution + Real-time insights = Smarter wealth outcomes.
The Role
You will own the end-to-end journey from a user signing up to completing KYC to making their first equity investment on Univest. This is the funnel that feeds both the advisory business and the broking business.
What You Owns
Growth & Acquisition Surfaces: Own organic funnels – SEO, ASO, GEO, web conversion optimisation.
You build the product surfaces that make acquisition work.
User Retention: Own the platform engagement and retention for non-paying users. Build the product experience that brings users back, builds habit, and develops intent to convert.
AI-Powered Product Experiences: Own and ship core AI-powered product features – conversational
interfaces, intelligent search, AI-assisted recommendations. You define what AI can do in the product,
not just where it saves ops costs.
New Business Initiatives & Integrations: Lead new business initiatives and experiments across existing and new potential lines of business
Growth-Product Loop: Work with the marketing team to close the loop between product insights and
channel performance
Referral & Viral Loops: Own the referral product end-to-end. Build loops where existing users become an acquisition channel.
What We Need
measured AI features that users interacted with.
hypothesising. You quantify before you prioritise.
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