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KWAN VENTURES

Generalist - Office of Chief Business Officer - FinTech - IIT/IIM/ISB/BITS

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Description

Education: IIT/IIM/ISB/BITS and other TIER 1 colleges only.

Location: MUMBAI.

CTC: nearly 40 Lacs CTC (all inclusive).

Generalist - Office of the Chief Business Officer:

The opportunity:

A high-ownership role working closely with the CBO to translate strategic priorities into structured programs, drive cross-functional execution and solve high-impact business problems.

About:

Client is a technology-led Indian financial services platform that has evolved from a traditional brokerage into a broader digital investing and financial-services ecosystem. The company combines a large retail customer base with technology-led trading, investing and adjacent financial products.

Listed on NSE & BSE.

Expanding ecosystem across asset management, wealth and investment services.

The Role:

The Generalist will operate close to the Chief Business Officer, helping convert business priorities into executable programs and ensuring that critical initiatives maintain momentum.

Core Responsibilities:

- Own strategic programs from problem definition through execution and closure.

- Build workplans, milestones, governance mechanisms, dashboards and operating cadences.

- Analyse business information and data to identify issues, opportunities and root causes.

- Coordinate Product, Technology, Growth, Operations, Finance and other stakeholders.

- Prepare leadership-ready updates, business reviews, decision notes and presentations.

- Support the CBO on ad-hoc strategic and operational problem solving.

What the Work Looks Like:

1. Frame: Clarify the objective, problem statement, success metrics and stakeholders.

2. Diagnose: Work with teams and data to understand what is happening and why.

3. Design: Create the approach, workstreams, governance and decision points.

4. Drive: Run the cadence, manage dependencies and remove blockers.

5. Report: Convert progress and insights into concise leadership communication.

Who Will Thrive:

- Strong structured problem-solving and analytical ability.

- Comfort working with senior stakeholders and ambiguous problems.

- Excellent written and verbal communication.

- High ownership and bias for execution.

- Strong project - program management discipline.

- Comfort with business metrics, dashboards and data.

- Relevant experience in strategy, consulting, product, business operations or high-growth environments.

Why This Opportunity:

- High visibility and direct exposure to a senior business leader.

- Opportunity to work across strategy, operations and execution.

- Cross-functional experience spanning technology, product, growth and operations.

- Opportunity to build a broad leadership toolkit at the intersection of fintech, technology and consumer behaviour.

Skills

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See also