Job Description

Location: Mumbai

Experience: 9–14 years

Industry: Broking / Financial Services

Education: MBA from a reputed B-School (Tier 1 / Tier 2 preferred)

Job Summary

Strategic PMO will work closely with the CEO/Leadership team to drive strategic initiatives, streamline operations, manage key business priorities, and ensure effective execution across teams. The role requires a highly proactive, analytical, and business-oriented professional with strong stakeholder management skills.

Key Responsibilities

1. Strategic Planning & Execution

  • Support leadership in defining strategic priorities and managing execution across business units.
  • Drive key projects and initiatives end-to-end, ensuring timelines and outcomes are met.
  • Track OKRs/business KPIs and highlight risks, gaps, and interventions.

2. Business Reviews & Governance

  • Prepare business performance dashboards, monthly/quarterly review decks, and board presentations.
  • Coordinate with cross-functional teams (Risk, Operations, Compliance, Tech, Product, Sales).
  • Ensure decision-making is data-driven and aligned with organizational goals.

3. Leadership Support

  • Act as a thought partner to the CEO in planning, prioritization, and communication.
  • Manage CEO’s office activities including follow-ups, action tracking, and stakeholder communication.
  • Represent leadership in internal discussions where required.

4. Operational Excellence

  • Identify process gaps and drive improvements across functions.
  • Enhance governance mechanisms to ensure timely closure of action items.
  • Ensure alignment of cross-functional teams on key initiatives.

5. Communication & Stakeholder Management

  • Draft internal notes, communication, and executive updates for senior management.
  • Manage relationships with key internal and external stakeholders like regulators, partners, and vendors.
  • Lead interdepartmental coordination to ensure seamless flow of information.

Required Skills & Competencies

  • Strong analytical and problem-solving capability.
  • Excellent communication and executive presence.
  • Ability to influence without authority and manage senior stakeholders.
  • High ownership, agility, and ability to operate in a fast-paced environment.
  • Good understanding of Broking, Capital Markets, or BFSI domain (preferred).
  • Proficiency in Excel, PowerPoint, and business reporting.

Qualifications

  • MBA/PGDM from a top B-school (IIMs, ISB, XLRI, SPJIMR, NMIMS, MDI, etc.).
  • 9–14 years of experience in Strategy, CEO’s Office, Consulting, Business Operations, or PMO roles in financial services/broking.

Additional Preferences

  • Prior experience in a broking or capital markets environment is an advantage.
  • Exposure to managing large-scale projects and senior leadership engagements.
  • Ability to multitask and handle confidential information.

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