Abhinav Gupta, Product Manager in Hyderabad, Telangana, India
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Abhinav Gupta

Verified Expert  in Product Management

Product Manager

Hyderabad, Telangana, India
Toptal Member Since
June 9, 2022

Abhinav is a senior product manager with 18+ years of experience building products from 0 to 1 and 1 to 100, solving customer problems. His deep domain knowledge of technology, entrepreneurial mindset, and extensive Agile/Scrum experience make him an invaluable asset to any team.

Project Highlights

AI-based Wealth Management Platform
Built a SaaS platform and onboarded 500+ users in less than two months, increasing revenue from $0 to $1 million.
Broadridge Advisor Commission
Developed and executed a post-acquisition product strategy and product integration for wealth management.
M&A - Product Rationalization of Three Companies
Led post-acquisition product and process rationalization for Alteryx, which acquired LoreIO, HyperAnna, and Trifacta - for over 200+ applications in technical migration, sunset, billing consolidation, and vendor management


Work Experience

Product Manager

2024 - 2024
TAPP Engine
  • Worked as a Product Manager - To built the MVP , Collaborating with stakeholders across IT, compliance, marketing, and customer support to gather and prioritize product requirements.
  • Understanding the high-level requirements and researching the competitive landscape to identify potential key differentiators of the product.
  • Collaborate with the team to create the product backlog, broken out into epics and user stories.
  • Collaborate with the team to validate user story effort estimations and Create all acceptance criteria for each user story.
  • Work together with the pre-sales and marketing teams to prepare a Go-to-market strategy and implementation strategy for various Credit Unions and banks.
  • Build a SaaS ( Software as a Service ) Multi-Tenant Private Wealth Management platform which can be deployed as a banking as a service offering.
  • Facilitate the UAT, 3rd party integration with companies like Morning Star, Broadridge, BetaNxt, Velocity , NASDAQ , NYSE etc.

Senior Product Consultant

2019 - 2024
Independent Consultant
  • Developed the product-market fit for an edtech startup. Helped create the website, product offering, and marketing plan.
  • Trained the tech team in evaluating and selecting learning management systems, selecting and integrating product growth market channels for interactive content, and defining and managing the key metrics to track.
  • Conducted market research, consumer insight, and competitive analysis to build a customer onboarding platform alongside data science and engineering teams at a tier-one product company.
  • Set up an offshore global in-house center and global technology center in India for the Big 4 consulting companies, including Bain & Company, Boston Consulting Group, and McKinsey & Company.
  • Contributed to various fintech consulting projects in investment banking, trading, asset and wealth management, and custody and asset servicing.
  • Led a large-scale digital transformation program for a BCG client. Developed a detailed strategy document for over 30 departments requiring legacy modernization and organizational restructuring across multiple locations.
  • Conducted competitor analysis, including human resources, strategy, products and services, budgets, onshore and offshore vendors, digitalization efforts, and market trends. Created a high-level roadmap and assigned priorities.
  • Developed a strategy document for GIC (hub and spoke models) across various locations and created a high-level business continuity plan and enterprise risk management charter document.

SaaS Product and Engineering Chief of Staff

2022 - 2022
Alteryx - Product and Engineering Chief of Staff
  • Tasked to complete the post-acquisition of product and process rationalization, billing consolidation, and technical migration for over 200+ products across engineering, IT, and product.
  • Constructed a budget and detailed product roadmap on Aha and Jira, created milestones, epics, and 1000+ user stories in Aha. Captured all the meetings and conversations in Confluence.
  • Interacted with multiple stakeholders from various departments, companies, vendors, and subject matter experts to ensure migration, billing consolidation, and sunset of the applications happened on time.
  • Facilitated negotiations with vendors and third-party vendors for technical migration. Published weekly dashboards for C-Suite executives.

Vice President of Product

2022 - 2022
Tifin Wealth
  • Managed product, technology, marketing, and customer success for a wealth-tech startup and contributed to the hyper-personalization of investment recommendations using artificial intelligence.
  • Instrumented product using Google Analytics, Google Optimize, Google Tag Manager, Google Search Console, Hotjar, and custom application event tracking.
  • Built the product roadmap and contributed and maintained collaterals, including the product's wiki, release notes, user guides, fliers, overviews, presales presentations, and roadmap communications to support 100+ clients.
  • Launched a minimum viable product and iterated based on market feedback.
  • Developed partnerships, created the prospect list, and performed outreach and negotiation.
  • Performed competitive analysis and conducted market research, including market segmentation and strategy.
  • Formulated objectives, key results (OKRs), and user stories.
  • Managed the Agile development process and created sprint plans to manage backlogs.
  • Trained the engineering and design teams on technology.
  • Collaborated with customers, client success teams, and other stakeholders to obtain product requirements.

Vice President of Product and Engineering

2018 - 2022
State Street
  • Achieved an annual recurring revenue of $100+ million by spearheading the entire success of enterprise data management solution products, including DataGX and Alpha.
  • Oversaw the overall product strategy formulation as a global technology leadership team member.
  • Led five product implementation projects comprising new client onboarding, infrastructure, data migration, resource allocation, and risk identification for all tier 1 asset managers, hedge funds, asset owners, and wealth managers.
  • Contributed to key decisions in software products and human resources of third-party vendors in India and led multiple cross-functional teams across the country.
  • Oversaw product backlog and OKRs, prioritized the list of client and vendor data interfaces, built data pipelines, and owned the product delivery and implementation profit and loss.
  • Managed APIs and integration with third-party products, fund admins, market and performance, and downstream impacts.
  • Facilitated as-is and transactional data analyses of the client’s systems to create product requirement docs, user stories, and business solution docs and manage the product wiki, prioritization, and user acceptance testing (UAT).
  • Leveraged Microsoft Azure, Snowflake, and a robust data model to create a plug-and-play microservices-based SaaS platform, offering inter-portability and real-time data.
  • Onboarded 500+ investment managers and over a trillion dollars of assets under management (AUM).
  • Built an operational control framework and automated the deployment process to ensure high-quality product rollouts and on-time and on-budget conclusions, exceeding client expectations.

Associate Vice President

2017 - 2018
State Street
  • Built a DaaS platform as a cloud-based, master data management solution or golden copy, providing a holistic view of the client's data spread across data silos for analysis and reporting.
  • Leveraged market data vendors, such as IHS Markit, Bloomberg, IDC, Reuters, FactSet, Rimes, BlackRock Aladdin, Northern Trust, BNY Mellon, JPMorgan, and Clearwater Analytics, and third-party fund admin, custodian, and custom client interfaces.
  • Pioneered the service delivery and data operations team.
  • Managed product and implementation, defined high- and low-level requirements, conducted client product demos, and contributed to the customer success and pre-sales team.
  • Increased clients' multi-asset class data coverage and operational efficiency by 45% while providing a complete view of their business for portfolio management, analytics, and reporting.
  • Implemented 15+ clients on the platform in less than two years.

Senior Product Manager

2013 - 2017
Broadridge Financial Solutions
  • Led multiple significant technology and operational transformation, new product development, process re-engineering, legacy modernization, and product rationalization post-mergers and acquisitions (M&A) projects.
  • Led a team of 22 members comprising project managers, business analysts, quality assurance officers, and UI/UX designers.
  • Exhibited team leadership among project managers and business analysts and acted as a subject matter expert to bridge onshore and offshore teams.
  • Retained the core talent pool for four years with zero attrition rate.
  • Charted the strategic product roadmap for a North American business, leveraging the technology advancements in the industry and innovating solutions to address the overall market concerns.
  • Contributed and maintained product collaterals, including the product's wiki, release notes, user guides, fliers, overviews, presales presentations, and roadmap communications to support 100+ clients.

Associate Vice President

2012 - 2013
JPMorgan Chase
  • Built a global custody platform and modernization legacy system, implementing the ISO 20022 and TCS BaNCS.
  • Managed multiple stakeholders in various geographical locations, including the US, the UK, Hong Kong, and Singapore.
  • Operated the product backlog and prioritization of user stories.
  • Updated the sprint backlog and published sprint burn-down charts.
  • Conducted daily scrum with business users, subject matter experts, and application developers.
  • Identified project and team risks and dependencies for various systems and teams.
  • Contributed to functional testing, UAT, integration testing, and defect management.
  • Resolved all priority work escalations, prepared action plans, and monitored the vendor team’s progress.
  • Prioritized tasks and issues and reported the same to stakeholders based on service-level agreements (SLAs) and incidents and service request processes.

Senior Consultant

2011 - 2012
Saxo Bank
  • Consulted for a multi-asset trading platform for various products like exchange traded options (ETOs), CFD, cash equity, Forex exchange trade options, exotic options, and Forex OTC spot, forward, and options.
  • Built a risk management module using CME PC-SPAN for ETOs.
  • Managed the platform performance increment project for creating a unique identification code.
  • Handled the Swift and financial information exchange (FIX) testing for an electronic communication network (ECN) and new white label clients.
  • Created the business requirement document (BRD), functional design document, use cases, and process flow diagrams to implement SPAN in Saxo Bank A/S for ETOs and future tradings.
  • Analyzed and documented business flows for multiple asset classes supported by the front-office trading system.
  • Conducted daily scrum meetings and retrospective meetings with the project teams.


2010 - 2012
Clayton Technology Ltd.
  • Automated processes in large-scale industries such as cement and power plants using industrial automation.
  • Saved power and promoted green technology with cooling towers, heat exchangers, and water recycling.
  • Built a tech product for an engineering company and led the product's design and development.
  • Performed quality control and headed the marketing team as COO.
  • Executed over 40 projects in one year across various industries.

Product Manager

2008 - 2010
  • Built Jetstream, a web/mobile multi-FX asset trading platform for a large EU investment bank.
  • Conceptualized, designed, and developed the system's BRD, functional requirement document (FRD), wireframes, and process flow diagrams.
  • Created and executed functional test cases for product validation and interface testing using various electronic communication and dark pool networks.
  • Defined onshore and offshore plans and collaborated with cross-functional teams.
  • Established the product strategy by building a clear roadmap for feature-level development and translated the requirements to developers and designers.
  • Designed the test management framework and managed requirements using HP Quality Center and IBM Rational DOORS.
  • Corresponded with customers such as FX traders and sales/product users to collect and validate requirements and prioritize among competing needs.

Associate System Analyst

2007 - 2008
  • Built and managed an enterprise risk management web application.
  • Collaborated with cross-functional teams on the web app's design, system testing, automation testing, and UAT.
  • Led quality assurance and quality control and ensured on-time product delivery.

AI-based Wealth Management Platform

Built a SaaS platform and onboarded 500+ users in less than two months, increasing revenue from $0 to $1 million.

The TIFIN Grow platform was designed to help advisors understand their prospect's fears, needs, and wants through risk, planning, and personality assessments. Advisors may then act on assessment findings to create personalized and intelligent investment proposals.

I led the product, design, and engineering teams. The project's deliverables included the vision, strategy, roadmap, product integrations, and technical implementation using product analytics and client market segmentation tools.

Broadridge Advisor Commission


Developed and executed a post-acquisition product strategy and product integration for wealth management.

I efficiently collaborated with key stakeholders and leveraged the M&A spend amount to negotiate better cost and service terms with vendors, including Infra and other third-party software vendors. I also renegotiated with the current clients to drive higher profitability.

Operational Business Transformation Project


Reduced the cost of operations by $1.2 million and acquired new business for Broadridge by facilitating an in-depth analysis of the business process in the back-office operations of 25+ global investment banks.

The digital transformation project included the automation of Broadridge managed services and the decommissioning of silo tools, utilities, and macros using data management and UiPath.

I contributed to creating a new operational data store and web portal for internal and external clients to reduce the email and phone traffic, decreasing the ops headcount by 50+ of full-time equivalent.

I also created the UI specification, prototype, and wireframes. I collaborated with database designers to develop logical and physical models and worked with various business leaders across the industry.

Global Middle Office Solution


Launched the product in 57 global markets with 5000+ users and $200+ billion of AUM, taking it from idea to live product in less than a year.

I obtained approval for $1.6 million to build the product. The project deliverables included the platform for commission, trade blocking, and allocation for third-party trade matching using Omgeo CTM, multi-asset trading, and the integration of siloed interbank offered rates.

I prepared the BRD and FRD for post-data and impact analysis. I interviewed 1000+ operational users across various brokerages, created functional test cases, and facilitated the UAT and incremental waterfall model of the SDLC.

I also created rapid prototypes on Balsamiq and Figma and built web- and desktop-based applications on the cloud using the NoSQL database, JavaScript, and Core Java.

New Integrated Name and Address (nINA)


Decreased the platform's cost by 30% and reduced the account onboarding time to less than one second by driving strategies to achieve a best-in-class product and developing clear product positioning to onboard new enterprise clients.

This project involved managing the customer account reference data system for the legacy moderation of a B2B SaaS platform.

I steered scrum meetings and refined product backlogs. I also created the product requirements document (PRD) and migration plans, prioritized user stories, monitored the velocity, and coordinated for requirements with 30+ clients having one million accounts and organizational structures.

I also migrated the product to MarkLogic from Sybase DB and Java and performed a UI-refresh for the desktop and web platforms.

KYC and Account Onboarding Application


Created a new KYC and new customer onboarding platform and sold it to 30+ wealth management firms.

Advisors wanted to digitalize their customer onboarding process and build a scalable solution that can be integrated with their CRM, trading, and property management system and reduce the delay of account onboarding.

I led an agile team that developed various APIs for third-party application interfaces with DocuSign, N&A, and custom interfaces.

I also managed and took ownership of the product end-to-end, from defining scope to developing product launch requirements. I created a new UI, conceptualized multiple features, designed wireframes and prototypes, and developed PRDs to enhance app usability.

SaxoGo Web- and Mobile-based eCommerce Trading Platform


Launched a web and mobile trading portal in six months with 500+ traders onboarded and over $15 million in revenue.

SaxoGo has comprehensive trading and investing features with a user-friendly interface. It was engineered for speed and efficiency. The trade ticket displays all pertinent information to reduce the number of clicks needed to place an order.

I led the business analysis, design, and testing team to build a front office trading application for customers and perform Swift and FIX testing connections with various ECN and white label clients for large banks.

I conducted daily scrum meetings and retrospective meetings with the project teams. I also communicated with the bank risk management team and risk subject matter experts from CME and LCH for thorough business analysis.

Web and Mobile Forex Trading Platform


Built a web and mobile trading application, decommissioning Reuters FX trading system and creating a new multi-FX asset trading platform.

Jetstream is Credit Agricole Corporate and Investment Bank's electronic FX trading platform.

I designed the product order and execution functionality for multi-asset trading. I also built a request for quote (RFQ) workflow with unlimited RFQ amounts to manage large auto-quote amounts available.

I applied advanced sampling and data analytic techniques to help with strategic initiatives, roadmaps, and process models. I also designed the user journey for one-click and two-click trading by communicating with customers and users, including FX traders, sales, and ops, to collect, validate, and prioritize competing requirements.

RegTech Projects


Delivered multiple legal and regulatory projects for the US and Canada, such as US T2, 871(m), FATCA, 305(c), and FINRA regulatory projects.

I delivered best-in-class trade processing for equities, FI, and derivative instruments. I also collaborated with internal and external stakeholders to prioritize initiatives while heavily focusing on regulatory timelines.

I monitored product performance, education, and feedback from users and clients in monthly client steering company meetings.

P2P Lending Platform


Contributed to building and scaling i2ifunding, a leading peer-to-peer (P2P) lending platform in India, holding loan books of INR 20 million to INR 34 billion.

i2iFunding is much more than a P2P marketplace. i2i also provides legal and recovery support to investors in case of default by any borrower.

I created the PRD for i2i, which evaluates the credit risk of each of the loan projects, assigns the corresponding risk category, and recommends an interest rate for that project.

I designed the AI Risk management model that helps the borrowers and investors to have a benchmark interest rate. In the process, the investors can earn higher risk-adjusted returns.

Plum – Insurance Tech Growth Strategy


Led a Product Growth Team for Plum, which was at $1 million ARR. With 500+ companies onboard and $15.6 million in funding, I created the growth strategy to scale to $10 million ARR in 12 months.

• Spoke to hundreds of users, product and growth teams while creating a growth strategy for Plum
-Created the new customer acquisition strategy through organic, paid ads, product integration and partnerships, and content marketing
• It involved understanding the funnel data across product and marketing.
-Created wireframes and walkthroughs for each aspect of the user journey. From acquiring users to making them take the core action, retaining them, upselling them, and getting them to refer new users.
• Created various ads for social media and product video ads.
• Tools used:
SEM Rush, Ahrefs, Canva, FB, Google ads, Notion.so.

DataGX – Data Management and Analytics Platform


Helped clients manage and enrich multi-asset class data. Increased the data coverage and client's operational efficiency by 45% while providing a complete view of their business for portfolio management, analytics, and reporting.

• Led the data mastering management (MDM) team for creating the security reference data. Created BRD's, UI, and the rule engine for data mastering. Built cloud data mastering ( golden copy) solution and leveraged market data vendors like IHS Markit, Bloomberg, IDC, Reuters, and client files.
• Worked with the data modeling and governance teams to build a robust data model for ABOR data.
• Created the operational control frameworks (OCF) checks for data quality, defined the core checks, and created client custom checks for product implementations. OCF ensures the data is validated, enriched, and reconciled across multiple sources.
• Automated the data quality checks to reduce operational risk and bring greater client transparency.
• Created source to target mapping documents for various third-party fund admin, custodian, and custom client interfaces such as Northern Trust, BNY Mellon, JPMC, GCAS SimCorp, Xoriant, and others for holding, transactional, reference, and client data.
• Worked closely with DataGX service delivery/data operations team, managed product and implementation, defined high/low-level requirements, gave client product demos, and helped the customer success and pre-sales team.

State Street Alpha: Front to Bank Investment Lifecycle Management


Onboarded 100+ investment managers and over $2 trillion AUM, high-quality rollouts to on-time and on-budget conclusions by building an operational control framework and automated deployment.

I owned the product backlog and OKRs, prioritized the list of client and vendor data interfaces, built data pipelines, managed APIs and integration with 3rd-party products, funded admins, market and performance, and managed downstream impacts. I also led multiple functional areas as a product owner, such as entity, security, position, transactions, NAV, and PMAR. I defined the data pipelines to Alpha Data Platform (ADP), sourced to target mapping document, and created the process flows, event triggers, and data models across functional areas.

I created 100+ ELT interfaces using the no-code import framework. I also defined all the transformation and normalization of data, creating custom and core marts for ADP, which helped reduce the development time by 50% and simplify operational product maintenance. I worked on multiple tech product POCs and chose the tech stack consisting of Pentaho Data Integration (Kettle), Qlik, Talend, Microsoft Azure, and Kafka for tool selection, along with the architecture team.

I contributed to the creation of a new ADP data dictionary that uses the metadata of existing EDM, defining data ownership of various data assets across the data platform.

M&A - Product Rationalization of Three Companies

Led post-acquisition product and process rationalization for Alteryx, which acquired LoreIO, HyperAnna, and Trifacta - for over 200+ applications in technical migration, sunset, billing consolidation, and vendor management

I led the M&A as a product owner, and created roadmaps and milestones, for technical migration, billing consolidation, user management, third-party vendors, product vendors, and C-suite management at Alytrex.
I completed the budget allocations, billing, and license negotiation with vendors.
I also worked with over 25+ departments across the three companies to streamline processes for rationalizing various products.

I was working as a Chief of Staff to the product director while creating dashboards and reporting to C-suite management on the budgets, impediments, and weekly RAG status.

I also created over 1000+ user stories in Aha and Jira and helped the team to build a strong process to execute in less than three months. I used facilitating Agile transformations for the product engineering team.
2021 - 2022

Executive Management Program in Product Management

GrowthX - India

2000 - 2004

Bachelor's Degree in Computer Science

Shri G. S. Institute of Technology and Science (SGSITS) - Indore, India


Certified Scrum Product Owner (CSPO)

Scrum Alliance


Design Thinking for Innovation

University of Virginia | via Coursera


Certified Data Analyst



PRINCE2 Practitioner Project Management Certification



PMI Agile Certified Practitioner (PMI-ACP)

Project Management Institute (PMI)


Certified Software Testing Manager (CSTM)

Global Association for Quality Management (GAQM)


ISTQB Certified Tester Foundation Level (CTFL)

International Software Testing Qualifications Board (ISTQB)


HP Quality Center (QC), Canva, Jira, Slack, IBM Rational Team Concert (RTC), Pentaho Data Integration (Kettle), Informatica ETL, Figma, HP QuickTest Professional (QTP), Microsoft Access, Office 365, Google Analytics, Google Optimize, Hotjar, ETL, Talend ETL

Industry Expertise

Financial Services, Financial Markets


Agile, Design Thinking, Testing, Scrum, Kanban, Six Sigma, Database Design, DevOps, Microservices, Agile Project Management


Azure, ProductPlan, Talend


Microsoft Office, Product Management, User Interface (UI), Product Roadmaps, SEO Tools, Data Analytics, Project Management, IT Program Management, User Experience (UX), User Acceptance Testing (UAT), Technical Product Management, UX Wireframes, Product Design, Product Owner, Software as a Service (SaaS), Data Management, Data Analysis, Management Consulting, Product Ownership, Stakeholder Management, Feature Roadmaps, Digital Transformation, Strategy, Business Process Automation, UX Design, User Stories, Business Requirements, Consulting, Fintech Consultant, Growth, Digital Product Management, Inventory Management, User Research, Market Research, Minimum Viable Product (MVP), Conceptualization, MVP Design, Finance, Social Media Marketing (SMM), Growth Hacking, Performance Marketing, Semrush, Certified Scrum Product Owner (CSPO), Data Warehousing, Data Modeling, SQL, Growth Strategy, Digital Marketing, Growth Marketing Product Manager, Analytics, Business Intelligence (BI), Search Engine Marketing (SEM), Digital Marketing Strategy, Business Process Modeling, Business Processes, Omnichannel Marketing, Startups, Early-stage Startups, Pitch Decks, Sprint Planning, Roadmaps, User Journeys, Requirements & Specifications, Product Requirements Documentation (PRD), Mobile Payments, eCommerce, Prototyping, Digital Product Design, Research, Business Proposals, Competition Research, Investor Presentations, Documentation, Websites, Java, Excel VBA, Product Growth, Notion, APIs, Copywriting, Design, Mobile UI, Snowflake, Agile DevOps, Waterfall Methodology, Databases, Project Design, Lean Project Management, Lean Six Sigma, Project Planning, Oracle, Amazon Web Services (AWS), Master Data Management (MDM), React, PostgreSQL, GraphQL, Google SEO, Web, Objectives & Key Results (OKRs), IT Product Management, Product Support, Big Data, Robotic Process Automation (RPA), UiPath, Hadoop, IBM Mainframe, NoSQL, Test Automation, IBM Db2, ISO 20022, Swift, FIX Protocol, Digital Asset Management, Mergers & Acquisitions (M&A), Automation, Technical Program Management, SaaS Product Management, Product Lifecycle Management (PLM), Business Analysis, MarkLogic, PMO, Business Systems Analysis, VBScript, Macros, .NET, ISO 9001, Quality Control (QC), Enterprise, User Flows, Customer Analysis, Forex, Trading, UI Development, SaaS, SQL Server 2012, UI Design, Web Design, Mobile UI Design, QA Automation, Program Management, Legal Research, Industry Analysis, Artificial Intelligence (AI), B2C Marketing, Test Management, Scrum Product Owner, QA Testing, Software QA, Google Tag Manager, Google Search Console, Organic Social Media, Ads, Product Strategy, Data Product Manager, End-to-end Implementation (E2E), Discovery Workshops, System Requirements, Refactoring, Aha!, Billing, Fintech, Trade Finance, Digital Transformation Program Management, Solution Architecture, Search Engine Optimization (SEO), Go-to-market Strategy, Supply Chain Management (SCM), Product Consultant, Project Review, Agile Leadership, Business to Consumer (B2C)

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