CEO’s Office – Strategy & Business Operations
Job Description: CEO’s Office – Strategy & Business Operations
Company: Pocketful
Location: Delhi NCR
Reporting to: CEO
Experience: min 5 years
About Pocketful
Pocketful is a technology-driven fintech and stockbroking platform building an integrated financial services ecosystem across broking, wealth management, investment products, and AI-powered trading solutions.
We are looking for a high-calibre professional to join the CEO’s Office and work directly with the CEO on business strategy, growth initiatives, performance management, and execution of key organisational priorities.
Role Overview
The CEO’s Office plays a central role in shaping business priorities and ensuring their execution across the organisation. This role offers exposure to strategic decision-making, business performance, new initiatives, and cross-functional leadership.
The ideal candidate will combine analytical thinking with strong execution capabilities, be comfortable working with senior stakeholders, and take end-to-end ownership of important business initiatives.
Key Responsibilities
1. Corporate Strategy & Business Planning
* Work with the CEO on business strategy, annual operating plans, growth priorities, and long-term business objectives.
* Conduct market research, competitive benchmarking, and industry analysis to identify growth opportunities.
* Evaluate new business lines, products, partnerships, and distribution opportunities.
* Prepare business cases, financial analyses, strategic recommendations, and management presentations.
* Translate strategic objectives into actionable plans, milestones, and measurable outcomes.
2. Strategic Initiatives & Special Projects
* Own and drive high-priority projects identified by the CEO, from problem definition through execution.
* Coordinate the launch of new products, business verticals, and strategic initiatives.
* Identify operational bottlenecks and develop solutions to improve efficiency, growth, and profitability.
* Work across functions to resolve dependencies and ensure timely delivery of critical initiatives.
* Independently research and solve ambiguous business problems, presenting clear recommendations to the CEO.
3. Business Performance & Analytics
* Monitor business KPIs across revenue, customer acquisition, onboarding, engagement, product adoption, and profitability.
* Develop management dashboards, business review reports, and performance trackers.
* Analyse business trends, identify performance gaps, and recommend corrective actions.
* Support periodic business reviews with functional heads and track progress against targets.
* Evaluate unit economics, channel performance, cost structures, and growth opportunities.
4. Cross-Functional Execution
* Work closely with Product, Technology, Sales, Marketing, Operations, Finance, Compliance, and HR teams.
* Ensure alignment between departmental priorities and the company’s strategic objectives.
* Track commitments, milestones, and deliverables across teams and drive accountability.
* Facilitate leadership reviews, document key decisions, and monitor closure of action items.
* Act as an execution partner to the CEO on initiatives requiring coordination across multiple functions.
5. CEO’s Office & Management Support
* Prepare decision memos, presentations, research notes, and briefing documents for the CEO.
* Structure complex business information into concise insights and recommendations.
* Help prioritise strategic initiatives and ensure management attention is directed towards the most important business outcomes.
* Support board-level presentations, investor materials, and strategic planning exercises as required.
* Maintain discretion while handling confidential business information.
6. Process Improvement & AI Enablement
* Identify opportunities to automate reporting, streamline workflows, and improve organisational productivity.
* Leverage AI tools and data analysis to accelerate research, decision-making, and execution.
* Develop repeatable processes and management systems to support Pocketful’s growth and scale.
Candidate Profile
* 2–5 years of relevant experience in management consulting, corporate strategy, business operations, a startup CEO’s office, or a similar role.
* Strong analytical, structured problem-solving, and critical-thinking abilities.
* Excellent communication and presentation skills.
* Proficiency in Excel/Google Sheets and PowerPoint/Google Slides.
* Ability to interpret business data, understand financial metrics, and develop actionable recommendations.
* Strong project management, stakeholder coordination, and execution skills.
* High ownership, attention to detail, initiative, and comfort with ambiguity.
* Ability to work in a fast-paced entrepreneurial environment and manage multiple priorities.
Preferred: Experience in fintech, financial services, stockbroking, wealth management, or technology-led businesses. Familiarity with SQL, BI tools, and AI-based productivity tools is an advantage.
Key Success Metrics
* Timely execution of CEO-led strategic initiatives.
* Improved visibility into business performance through effective KPI reporting.
* Better accountability and coordination across functions.
* Quality and speed of strategic analysis and decision support.
* Measurable improvements in business efficiency, growth, and profitability.
* Successful execution of new business initiatives and process improvements.
What We Offer
* Direct exposure to the CEO and senior leadership.
* Ownership of high-impact strategic projects.
* Broad exposure to strategy, finance, technology, product, and business operations.
* An opportunity to influence the growth trajectory of a fast-evolving fintech company.
* A strong career path towards leadership roles in strategy, business operations, or general management.
The ideal candidate is someone who can think strategically, analyse rigorously, communicate clearly, and drive execution relentlessly.