: Executive Assistant to the CEO – Strategy & Business Operations

Company: Pocketful

Location: Delhi NCR

Reporting to: CEO

Experience: 2–5 years (preferred)

About Pocketful

Pocketful is a new-age, technology-driven fintech and stockbroking platform focused on transforming the way Indians invest and trade. We are building an integrated financial services ecosystem spanning broking, wealth management, investment products, and AI-powered trading tools.

We are looking for a high-calibre, ambitious professional to work directly with the CEO as a strategic and execution partner. This is a high-ownership role for someone who enjoys solving business problems, working across functions, and turning ideas into measurable outcomes.

Role Overview The Executive Assistant to the CEO will work at the intersection of strategy, business operations, and executive coordination. The role involves supporting the CEO on strategic priorities, driving cross-functional projects, monitoring business KPIs, preparing management reviews, and ensuring accountability across teams.

This is not a traditional administrative assistant position. The ideal candidate will combine structured thinking, strong analytical skills, exceptional communication, and the ability to independently drive projects from conception to completion.

Key Responsibilities

- Strategy & Special Projects

Work directly with the CEO on strategic initiatives, business planning, and growth opportunities.

Research new business opportunities, competitor strategies, industry trends, and emerging fintech models.

Develop business cases, financial analyses, presentations, and strategic recommendations for management decisions.

Support the evaluation and launch of new products, business verticals, partnerships, and distribution channels.

Break down ambiguous business problems into structured analyses, actionable plans, and measurable outcomes.

Take ownership of high-priority projects assigned by the CEO and drive them through execution.

- Business Operations & Performance Management

Track key business metrics across customer acquisition, onboarding, revenue, profitability, product adoption, and customer engagement.

Build and maintain management dashboards, KPI trackers, and performance review reports.

Identify performance gaps, bottlenecks,



and execution delays; work with relevant teams to resolve them.

Coordinate monthly and quarterly business reviews and ensure action items are implemented.

Establish clear owners, timelines, milestones, and accountability for critical initiatives.

Help improve internal processes, operating rhythms, and management reporting.

- Cross-Functional Coordination

Act as a central coordination point between the CEO and teams across Product, Technology, Sales, Marketing, Operations, Finance, Compliance, and HR.

Follow up with functional heads on priorities, deliverables, and pending decisions.

Organise leadership meetings, prepare agendas and briefing notes, record decisions, and track closure of action items.

Ensure important information flows efficiently across departments and that dependencies are addressed promptly.

Drive alignment between teams on projects that require multiple functions to work together.

- CEO's Office & Executive Support

Help the CEO prioritise time, meetings, decisions, and strategic initiatives.

Prepare briefing documents, meeting notes, presentations, reports, and decision memos.

Manage follow-ups on important discussions, commitments, and external meetings.

Anticipate issues requiring the CEO's attention and proactively bring forward solutions.

Handle sensitive business information with discretion and maintain high standards of confidentiality.

- Data, Research & AI Enablement

Use Excel/Google Sheets, PowerPoint/Google Slides, and AI tools to improve research, analysis, reporting, and productivity.

Convert raw business data into clear insights and actionable recommendations.

Automate repetitive reporting and coordination workflows wherever possible.

Explore practical applications of AI and automation to improve business efficiency.

What We Are Looking For

2–5 years of experience in strategy, management consulting, business operations, founder's office, CEO's office, or a similar role.





Strong analytical and problem-solving skills, with the ability to structure ambiguous problems.

Excellent communication, presentation, and stakeholder-management skills.

Strong command of Excel/Google Sheets and PowerPoint/Google Slides.

Ability to understand business metrics, financial statements, unit economics, and growth drivers.

Exceptional organisation, follow-through, and attention to detail.

High ownership, urgency, integrity, and willingness to work in a fast-paced entrepreneurial setting.

Ability to work independently with senior stakeholders and manage multiple priorities simultaneously.

Genuine interest in fintech, stock markets, technology, and the Indian financial services ecosystem.

Preferred Background

Experience at a management consulting firm, high-growth startup, fintech company, investment firm, or founder's office.

Exposure to financial services, stockbroking, wealth management, or capital markets.

Familiarity with SQL, BI dashboards, workflow automation, and AI productivity tools is an advantage.

What Success Looks Like

Within the first 6–12 months, the successful candidate should:

Establish a reliable CEO-level dashboard for tracking business performance.

Ensure timely closure of key action items and strategic initiatives.

Improve coordination and accountability across departments.

Help the CEO make faster, better-informed decisions through structured analysis.

Independently drive selected strategic projects from planning through execution.

Identify and implement process improvements that save time and improve operational efficiency.

Why Join Pocketful?

Work directly with the CEO and gain exposure to high-impact business decisions.

Take ownership of strategic initiatives across a growing fintech business.

Build a broad understanding of product, technology, finance, sales, and business strategy.

Operate in a high-growth, entrepreneurial environment with significant learning and responsibility.

Develop a pathway towards future roles in the CEO's Office, Strategy, Business Operations, or General Management.

- The ideal candidate is a proactive problem-solver who can think like a consultant, operate like a business manager, and execute like an entrepreneur.

📌 Executive Assistant (New Delhi)
🏢 Pocketful
📍 New Delhi