Chief Technology Officer

Location: Bangalore
Reporting To: Chief Executive Officer / Board of Directors
Department: Technology & Strategy

Position Overview

The Chief Technology Officer (CTO) will be responsible for shaping and executing the organization's overall technology vision and strategy. This executive role will focus on developing a scalable, data-driven technology infrastructure that supports investment analytics, client behavior insights, MIS data dashboards, the existing hardware+software infrastructure and Zoho platform optimization.

The ideal candidate will bring a strong understanding of technology frameworks for personal finance and investment management firms, ensuring that technology becomes a competitive advantage for the organization. This is a strategic, non-coding leadership position that requires exceptional insight into modern systems architecture, modern web-based frameworks (and web stack), data analytics, and AI integration.

Key Responsibilities

• Technology Strategy & Governance
• Formulate and implement the company's technology roadmap in alignment with business objectives and regulatory requirements.
• Provide leadership in platform architecture, data management strategy, and system integration, with a focus on scalability and security.
• Establish governance frameworks to ensure data accuracy, compliance, and robust cybersecurity practices.
• Enterprise Systems & Data Analytics
• Oversee the implementation, customization, and ongoing optimization of the Zoho ecosystem across CRM, finance, and analytics modules.
• Drive the development of investment analytics solutions and client behavior models to provide actionable insights to internal teams and investors.
• Direct the design and deployment of MIS dashboards for accurate, timely, and comprehensive reporting.
• Scale up the existing hardware+software infrastructure in a secure and effective manner

Innovation & Emerging Technologies

• Evaluate and integrate AI and machine learning tools for predictive analytics, client segmentation, and automated decision support.
• Ensure the company remains at the forefront of fintech innovation through periodic assessment of emerging technologies and market trends.

Stakeholder Engagement & Leadership

• Collaborate closely with executive leadership to translate business strategy into technology deliverables.
• Serve as a trusted advisor to the Board of Directors, providing clear reports on technology initiatives, risks, and outcomes.
• Manage technology vendors and partnerships to optimize cost, performance, and service quality.

Required Competencies & Skills

• Strategic Technology Leadership: Proven ability to define and execute technology strategies in fintech or financial services.
• Web Stack & Database Expertise: Deep understanding of modern web technologies, database design, APIs, and system integration (no hands-on coding required).
• Data Analytics & MIS: Expertise in developing data models, dashboards, and reporting frameworks for investor and management use.
• AI & Automation Awareness: Knowledge of AI tools and their practical application to client analytics and financial insights.
• Regulatory & Security Knowledge: Familiarity with compliance requirements and data security best practices in financial services.
• Executive Communication: Ability to present complex technical topics clearly to investors, stakeholders, and board members.

Qualifications

• Bachelor's or Master's degree in Computer Science, Information Systems, Engineering, Finance Technology, or related discipline.
• 10+ years of progressive technology leadership experience, including at least 3+ years in a senior executive or CTO capacity.
• Demonstrated success in leading enterprise technology transformation initiatives in fintech, wealth management, or financial services sectors.

Key Performance Indicators

• Seamless integration and optimization of Zoho-based systems across the organization.
• Delivery of accurate, automated, and actionable MIS dashboards for management and investors.
• Implementation of advanced client behavior analytics improving investor decision-making.
• Alignment of technology investments with strategic business objectives and measurable ROI.

What you get by working at Dilzer Consultants Pvt Ltd

• • Ethical Investment Advisory and Fiduciary Interest of clients.
  • Flexible Work-from-home options- Hybrid and Extended based on KRIs.
  • Immense learning opportunities and Professional development
  • Open culture of sharing of ideas, and initiatives toward personal, professional, and organisational fulfilment.
  • Opportunities to conduct webinars and financial literacy programs
  • Ownership of clients for long-term mutual benefits.
  • Opportunity to be heard and make a difference in a client's life, with satisfaction of working to make a difference in a client's life.

Those interested in this profile and JD Please send your CVs to [email protected]