Chief of Staff

About AssetPlus

AssetPlus is one of India’s fastest-growing fintech platforms, redefining how investors and partners experience mutual funds and insurance. We are on a mission to simplify financial journeys through technology-led operations, compliance excellence, and customer-first innovation.

Role Overview

strategic integrator, execution driver,and project management anchor

Mutual Fund Operations, Insurance Operations, and General Business Operations

Key Responsibilities

1. Strategic Execution& Project Management

• Translate the VP’s strategic objectives into well-defined projects with clear timelines, deliverables, and KPIs.
• Lead and monitor execution of strategic projects across operations, ensuring outcomes are measurable and aligned with organizational priorities.
• Build project governance models that ensure visibility, accountability, and cross-team synchronization.
• Oversee timelines, dependencies, and deliverables for core operational initiatives to ensure executional excellence and stakeholder alignment.
• Create structured review frameworks (weekly, monthly, quarterly) for leadership to track business-critical initiatives.

2.Leadership Enablement & Cross-Functional Collaboration

• Serve as the primary liaison between the VP’s office and functional teams(CX, Operations, Technology, RTA, AMC, Compliance, Product, HR).
• Facilitate business reviews, operational war rooms, and strategic off-sites.
• Prepare leadership updates, presentations, and communication notes that convert operational data into strategic insights.

3.Operations Governance & Efficiency

• Oversee operational health across all verticals through KPIs such as SLA adherence, CSAT, TAT, FMRT%, and process productivity.
• Collaborate with analytics and product teams to design dashboards, automate reporting, and track core operational metrics.
• Drive continuous process improvement by identifying inefficiencies and initiating corrective projects with measurable impact.

1. Business Planning & Program Oversight

• Co-led the annual operating plan (AOP) process with the VP, ensuring cross-department alignment on financial, operational, and people goals.
• Oversee project time lines, deliverables, and interdependencies across business units.
• Manage key vendor, AMC, and partner initiatives, ensuring operational scalability and compliance readiness.

5.Team Alignment & Culture

• Cascade the VP’s priorities into actionable OKRs and project trackers across all operational teams.
• Reinforce a culture of ownership, precision, and agility.
• Drive communication rhythms that keep internal stakeholders aligned and accountable.

Preferred Candidate Profile

• 8-14 years of total experience with at least3 years in Chief of Staff, Program Management, or Strategic Operations roles.
• Prior exposure to

  fintech, investment, BFSI, or SaaS-led operations

  environments is strongly preferred.
• Proven experience in project management, including the ability to scope, plan, execute, and monitor complex initiatives.
• Strong analytical and business acumen; comfortable with data-driven decision-making.
• Exceptional communication and stakeholder management skills.
• Education: MBA or equivalent from Tier-1/Tier-2 institution preferred.

What Success Looks Like

• Strategic initiatives delivered on time ,within scope, and with measurable business impact.
• Smooth coordination across all operational verticals and stakeholders.
• Improved SLA adherence, faster execution velocity, and better leadership visibility into key projects.
• Enhanced operational maturity reflected through automation, process excellence, and CX improvement.