Location: Mumbai

Experience: 2–4 years

Department: Institutional Equities

Reporting to: CEO – Institutional Equities

Role Overview

This is a high-exposure role working directly with the CEO of Institutional Equities, offering an opportunity to gain a comprehensive understanding of how a leading Institutional Equities business is managed and grown.

The Chief of Staff will work closely with senior leadership and business heads across Sales,

Trading, Research and Corporate Access, with involvement in key strategic, commercial and operational priorities.

The role will combine business strategy, financial and business analysis, project leadership and technology-led transformation. The candidate will have the opportunity to work on high-impact initiatives, influence business outcomes and drive projects that contribute directly to the growth and efficiency of the franchise.

This position is suited to someone who enjoys solving business problems, working with senior stakeholders and taking ownership of initiatives in a rapid-paced financial services environment.

Key Responsibilities

A. Business Strategy & Growth

1. Work directly with the CEO on defining and executing business strategy, annual business plans and key growth priorities.
2. Analyse industry trends, competitor positioning and market developments to identify opportunities and strategic gaps.
3. Work with business heads to identify opportunities to increase revenues, improve market share and strengthen client relationships.
4. Track execution against business plans and key performance indicators, providing insights to support management decisions.

B.



Business Performance & Analytics
1. Develop and maintain MIS and dashboards covering revenues, client activity, trading performance and other key business metrics.
2. Analyse business trends and performance across Sales, Trading, Research and Corporate Access, highlighting key developments and areas requiring attention.
3. Undertake client-level analysis covering revenue contribution, trading activity, engagement and account performance.
4. Support client segmentation, account tiering and identification of opportunities to deepen existing relationships.
5. Prepare management reviews, business updates and presentations for leadership and Board discussions.

C. Project Management, Technology & Transformation
1. Lead key strategic and operational projects from conceptualization through execution, working closely with business heads and senior stakeholders.
2. Drive initiatives relating to business expansion, new products, client coverage, revenue generation and overall franchise development.
3. Spearhead technology and digital transformation initiatives, including the development of CRM, EMS, management dashboards and other business platforms.
4.



Work with technology teams and external partners to identify business requirements and implement solutions that improve business capabilities.
5. Identify opportunities to leverage automation, data analytics and AI to improve productivity, strengthen processes and enhance decision-making.

D. CEO's Office & Leadership Support
1. Act as a central coordination point between the CEO and different business verticals.
2. Track key decisions and action points arising from management discussions and ensure follow-through.
3. Consolidate inputs from various teams for management reviews, budgets, business plans and other leadership requirements.
4. Support the CEO on ad hoc assignments, special projects and other strategic priorities.
5. Handle sensitive business information with discretion and maintain high standards of confidentiality.

Desired Skills & Competencies
1. Strong analytical and problem-solving abilities, with a commercial understanding of business.
2. Strong communication, presentation and stakeholder management skills.
3. Ability to work with senior stakeholders and independently drive initiatives.
4. Strong project management skills with the ability to manage multiple priorities.
5. Excellent proficiency in MS Excel and PowerPoint; familiarity with Google Workspace.
6. High degree of ownership, initiative and attention to detail.
7. Comfortable working with data, technology and business systems.

Qualifications & Experience
1. MBA from a Tier 1 Business school
2. 2–4 years of experience in strategy consulting, business management, financial services, investment banking or a similar role.

📌 CEO’s Office – Institutional Equities (Mumbai)
🏢 Ambit Private
📍 Mumbai