Chief of Staff

The Chief Of Staff CEO’s Office will work closely with the CEO as a strategic and execution partner, supporting the translation of organizational priorities into actionable plans and measurable outcomes. The role will drive key initiatives from the CEO’s Office end-to-end, including strategic planning, cross-functional programme management, business performance reviews, decision support, market intelligence and follow-through critical priorities.

The incumbent will act as a key liaison between the CEO’s Office and business/functional leaders, ensuring alignment, accountability and timely execution of strategic initiatives, while providing structured insights on business performance, market developments, competition, regulatory trends and emerging opportunities.

KEY RESPONSIBILITIES

Strategic Planning & Execution

• Understand the organisation’s strategic priorities, business model, growth objectives and operating environment.
• Translate the CEO’s strategic priorities into clear initiatives, milestones, ownership and measurable outcomes.
• Drive strategic and cross-functional programmes from conceptualisation through implementation and closure.
• Monitor progress against agreed objectives and proactively highlight risks, dependencies, delays and opportunities.
• Support development of business and functional strategies in consultation with relevant stakeholders.
• Drive structured problem-solving and continuous improvement across strategic initiatives.

CEO Office Programme Management

• Own end-to-end management of key projects, special initiatives and new business opportunities sponsored by the CEO.
• Establish appropriate governance mechanisms to ensure timely implementation and accountability.
• Coordinate across functions to remove execution bottlenecks and ensure alignment on critical priorities.
• Maintain structured tracking of CEO-level commitments, decisions and action items.
• Follow through with respective stakeholders until agreed actions are completed.

Business Performance & Executive Reviews

• Support the CEO in conducting monthly, quarterly and annual business reviews.
• Review key business and financial metrics at agreed frequencies and identify significant trends, deviations and areas requiring management attention.
• Convert business data into concise executive insights and recommended actions.
• Track action items emerging from leadership reviews and ensure timely closure.
• Prepare executive-level presentations, dashboards, briefing notes and decision papers.

Decision Support & Business Analysis

• Conduct structured analysis of strategic proposals, investments, projects and new business initiatives.
• Evaluate the business case, opportunities, risks, dependencies and potential impact of proposed initiatives.
• Synthesize complex information from multiple functions and present clear recommendations to the CEO.
• Support leadership decision-making through data-driven analysis and scenario evaluation.

Market, Industry & Competitive Intelligence

• Track relevant industry, economic, regulatory, customer and competitive developments.
• Analyse market trends, identify emerging opportunities and potential risks, and provide actionable insights to leadership.
• Analyze competitor strategies, products, propositions and market developments.
• Prepare focused reports and recommendations on new markets, products and business opportunities.
• Gather and synthesize information from credible industry reports, publicly available information, field inputs and subscribed/purchased research.
• Engage with relevant customers, partners, professionals and industry bodies, where required, to strengthen market understanding.

Stakeholder Management

• Act as a key coordination point between the CEO’s Office and business/function heads on strategic priorities.
• Build effective working relationships across functions to facilitate faster decision-making and execution.
• Ensure important matters requiring CEO intervention are presented with clear context, supporting analysis and recommended options.
• Handle business-sensitive and confidential matters with appropriate discretion and judgement.

KEY CHALLENGES

• Translating broad CEO priorities into clear, measurable actions across multiple functions.
• Maintaining momentum and accountability across initiatives where ownership sits with different business and functional leaders.
• Balancing urgent executive requests with longer-term strategic priorities.
• Making timely recommendations amid incomplete information, competing priorities and evolving market or regulatory conditions.
• Securing timely cross-functional alignment and support to resolve execution bottlenecks.

KEY DECISIONS TAKEN

• Recommend priorities, sequencing, governance and milestones for CEO-sponsored initiatives.
• Recommend corrective actions or escalation of risks, delays and dependencies affecting strategic delivery.
• Provide analysis and options to support CEO decisions on strategic proposals, investments and business opportunities.
• Recommend actions arising from business performance reviews and executive discussions.

KEY INTERACTIONS

Internal Stakeholders

CEO and CEO’s Office; business and functional heads; Finance; Strategy; Risk; Compliance; Legal; HR; Operations; Technology; Marketing; and other enabling functions, as relevant.

External Stakeholders

Industry and market experts; customers and business partners; consultants/advisors; research providers; industry bodies; and other external stakeholders, as required for strategic analysis and initiatives.

KEY ROLE DIMENSIONS

Scope: Enterprise-wide strategic initiatives and CEO-sponsored programmes

Stakeholder reach: CEO, senior leadership team, business heads and functional leaders

Primary focus: Strategy execution, business performance, decision support and cross-functional coordination

EDUCATION / EXPERIENCE

Minimum Qualification:

• Chartered Accountant (CA) and/or postgraduate qualification in Management/Finance.
• MBA/PGDM from a premier management institution, including IIMs, would be preferred.

Nature of Experience:

• 10–12 years of relevant experience in Strategy, CEO/Chairman/MD Office, Management Consulting, Corporate Planning, Business Finance, Transformation or Programme Management.
• Prior experience working closely with a CEO, Chairman, MD, CXO or senior leadership team will be preferred.
• Experience in BFSI/NBFC/Financial Services would be an advantage.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience developing dashboards, analytical reports and executive presentations.