Chief of Staff - Business Excellence, Digital Growth & Insights

About Angel One:

For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians. Today, 3.7+ crore customers trust Angel One across investing, trading, wealth creation, and credit.

We are one of the best fintech platforms, building simple, intelligent and seamless financial experiences for millions of users across the country. From investing and trading to wealth creation and credit, everything we build is focused on making financial journeys easier, faster, more accessible and engaging.

We believe strong fundamentals matterin investing, in technology and in the way we build our teams. Trust, simplicity, speed and long-term thinking shape how we work and what we build.

Here, people work on real problems at real scale. Millions of users interact with our platform every day, and every team plays a role in shaping that experience.

We move fast, take ownership and keep learning along the way. No matter the role, people here are encouraged to share ideas, challenge the usual and build things that create real impact.

If you're excited to solve meaningful problems, build at scale, and shape the future of financial services, you'll fit right in.

Be part of our team thats scaling sustainably, thinking big, and building for the billion!

Job Title: Chief of Staff Business Excellence, Digital Growth & Insights

Location: Gurugram

Reports to: Head Business Excellence, Digital Growth & Campaigns, Insights

What you will do:

You will be the Heads eye on the entire business – the single point of visibility on how Business Excellence, Digital Growth & Campaigns and Insights are performing, why, and where leadership attention should go next. Working alongside the Head, you will own the data backbone, the insights, the strategic deep dives and the Annual Operating Plan (AOP) setup across all three charters.

This is a data-first role. You will work hands-on with business, digital, campaign and revenue data to build one trusted view of performance, pressure-test KPIs and goals, and convert numbers into a sharp point of view on what is working, what is not and what to do about it.

You will work with all stakeholders under the Head on a day-in, day-out basis and drive the weekly, fortnightly and monthly review cadences – making sure every review is led by insight rather than status updates and closes with clear decisions and owners.

Key Responsibilities:

Business Visibility & KPI Ownership

• Build and own a single source of truth for business performance across all three charters – KPIs, pod-level metrics and the underlying drivers, reconciled across sources.
• Work with the Head to translate org goals into charter-level KPIs and pod-level metrics, and pressure-test targets against historical trends, unit economics and benchmarks.
• Track the funnel from charter activity to business outcomes (acquisition, activation, engagement, retention, revenue and cost efficiency) and call out where effort is not converting into impact.
• Build and maintain dashboards and performance views that give the Head a real-time read on the business, with early-warning signals on variances, leakages and capacity mismatches.

Insights & Strategic Deep Dives

• Independently pull, structure and interrogate large datasets – you should be hands-on with SQL, Excel and BI tools rather than routing every question to the analytics pod.
• Run deep dives on business problems that cut across the three functions – cohort, funnel, channel-efficiency and revenue-driver analyses – and land each with a quantified recommendation, not just a finding.
• Proactively surface trends, anomalies and opportunities before they show up in the numbers leadership sees, and size the impact of each.
• Convert analysis into crisp, leadership-ready narratives with clear assertions and minimal noise, and bring in external context such as competitive benchmarks and category trends to sharpen the point of view.

Insight-Led Review Cadences

• Own the design and execution of the weekly, fortnightly and monthly reviews for all three functions – agenda, data packs, pre-reads and follow-through.
• Make every review insight-led: lead with the decision to be made, the two or three metrics that matter and the “so what”, and pre-empt the questions leadership will ask.
• Prepare leadership-grade business updates for the Head’s forums with senior management, ensuring numbers are accurate, reconciled and consistent across sources.
• Drive review discipline – pods come prepared, variances are explained with data, and every review closes with owners, timelines and a clear definition of done.

Annual Operating Planning (AOP)

• Set up and run the AOP process for the three charters – targets, baselines, assumptions, resourcing and budgets – working with the Head, pods and finance.
• Build the data-backed models and business cases behind charter goals, growth bets and investment asks, with clear sensitivities and trade-offs.
• Track delivery against the AOP through the year, run periodic re-forecasts and flag early where plan and run-rate diverge.

Stakeholder Partnership

• Work closely with all stakeholders under the Head – pod leads and teams across Business Excellence, Digital Growth & Campaigns and Insights – to keep priorities aligned and dependencies surfaced early.
• Act as the data and insights partner to product, tech, marketing, distribution and finance teams, ensuring everyone works from the same numbers.
• Facilitate data-grounded goal-setting, prioritisation and capacity conversations across pods on behalf of the Head.

Governance & Action Tracking

• Own the actionables register across all three charters – capture, assign, track and close, with visibility on completeness and ageing.
• Make slippage visible early and escalate only what genuinely needs the Head’s intervention.
• Maintain the operating calendar – planning cycles, AOP milestones, review dates and business commitments – and drive high-priority strategic projects where a dedicated owner is needed.

Key Outcomes / Success Metrics:

• A single, reconciled source of truth for charter KPIs, with dashboards live and trusted by leadership
• Charter KPIs defined, tracked and delivered against plan across all three functions
• Review cadences run on time, with insight-led, decision-ready data packs and no last-minute scramble
• Quality and business impact of strategic deep dives – recommendations adopted and tracked through to outcomes
• AOP set up on time, with defensible assumptions and clear charter-level targets
• Closure rate and turnaround time on review actionables
• Leadership decisions enabled by proactive insight rather than reactive reporting, with reduced manual reporting effort through automation and dashboarding

Who you are:

• 8-10 years of experience across business excellence, strategy, chief of staff, growth, digital or analytics roles – ideally in a high-velocity consumer internet, fintech or BFSI environment
• Strong business acumen – you can read a P&L, understand unit economics, and connect a metric movement to the commercial decision behind it
• Hands-on and highly proficient with data and analytics: SQL and/or advanced Excel, BI tools (Power BI / Tableau / Looker), comfortable working with large, messy datasets independently
• Exceptional presentation and structured-communication skills – you can build a leadership narrative from a blank slide and defend it in the room
• Demonstrated experience running review cadences, performance management rhythms or operating reviews for a large or multi-pod function
• Strong stakeholder management and influence without authority – able to drive outcomes through teams that do not report to you
• High ownership, bias for action and comfort with ambiguity; equally willing to go deep into detail and zoom out to the strategic picture
• Absolute discretion and integrity – you will operate with visibility into sensitive business and people matters
• MBA or equivalent analytical/quantitative background preferred

At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).

As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.