CEO's Office - Omnichannel

Raise Financial Services; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Raise Financial Services in Mumbai seeks a CEO’s Office leader to partner with the leadership on high-impact strategic initiatives across business, product, customer experience, and operations in Goregaon West, Mumbai.

The role demands strong business analytics, problem-solving, data-backed recommendations, and excellent stakeholder management to drive growth and efficiency, with dashboards and reports for leadership reviews.

Qualifications

• Strong analytical, data-driven thinking with track record of turning data into actionable business insights.
• Experience in Business Analytics, Product Analytics, Strategy, Consulting, or Founder’s Office roles.
• Proficiency in SQL and advanced Excel; familiarity with data visualization tools.

Responsibilities

• Collaborate with CEO’s Office and leadership on strategic initiatives and high-priority projects.
• Analyze business performance, funnels, and key metrics to identify opportunities for growth and improvement.
• Build business cases, conduct deep-dive analyses, and provide data-backed recommendations to leadership.
• Track KPIs, identify trends and gaps, and drive interventions with cross-functional teams.
• Develop and maintain dashboards and reports for leadership reviews; drive end-to-end projects.

Skills

SQL

Advanced Excel

Power BI

Tableau

Looker

Analytics

Stakeholder management

Communication

Fintech/Financial services knowledge

Problem solving

Tools

Power BI

Tableau

Looker

Google Analytics

Mixpanel

Amplitude

Job description

Role Summary

Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.

Role Summary

Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.

Today, Dhan stands among India's Top 10 stock brokers and continues to be one of the fastest-growing platforms in the industry. Backed by a passionate team of builders, believers, designers, and problem-solvers, Raise is creating a trusted ecosystem of financial products that empower millions of users to make smarter financial decisions. We are driven by innovation, customer obsession, and a relentless focus on crafting experiences that users love.

We are looking for a CEO’s Office who can work closely with the leadership team on high-impact strategic initiatives across business, product, customer experience, and operations. This is a high-ownership, problem-solving role that involves working on business-critical projects, analyzing data and customer behavior, identifying opportunities, and driving initiatives from insight to execution. The role will require the ability to navigate ambiguous problems, structure them effectively, develop data-backed recommendations, and work with cross-functional teams to deliver outcomes.

The ideal candidate should have a strong combination of business analytics, strategic thinking, problem-solving, data analysis, and stakeholder management skills, with the ability to translate complex data into clear business insights and actionable recommendations.

What You’ll Do

• Work closely with the CEO’s Office and leadership team on strategic and high-priority business initiatives.
• Analyze business performance, customer behavior, funnels, and operational metrics to identify growth and improvement opportunities.
• Solve complex and ambiguous business problems using a combination of data, structured thinking, and business understanding.
• Build business cases, conduct deep-dive analyses, and provide data-backed recommendations to leadership.
• Track key business KPIs and identify trends, gaps, and areas requiring intervention.
• Work closely with Product, Business, Marketing, Operations, Technology, and other teams to drive strategic initiatives.
• Identify opportunities to improve customer experience, conversion, engagement, revenue, and operational efficiency.
• Develop and maintain dashboards, reports, and analytical frameworks for leadership reviews.
• Drive projects end-to-end — from problem identification and analysis to recommendation, execution, and tracking outcomes.
• Support leadership with quick-turnaround analysis, market research, competitive benchmarking, and ad-hoc strategic projects.
• Establish frameworks and processes that improve decision-making and business visibility.
• Prepare presentations on key business updates and initiatives and present them to the Board during Board Meetings.

Expected Skills

• Strong analytical, structured thinking, and problem-solving capabilities.
• Experience in Business Analytics, Product Analytics, Strategy, Consulting, or Founder’s Office roles.
• Strong proficiency in SQL and Advanced Excel.
• Experience with Power BI, Tableau, Looker, or similar data visualization tools.
• Strong understanding of business metrics, customer funnels, conversion, growth, and performance analysis.
• Ability to independently break down ambiguous problems and arrive at practical, data-backed solutions.
• Strong business acumen with the ability to connect data insights to business outcomes.
• Excellent communication and stakeholder management skills.
• Ability to work in a fast-paced, high-ownership environment and manage multiple priorities.
• Experience with Google Analytics, Mixpanel, Amplitude, or similar product analytics tools is preferred.
• Basic understanding of A/B testing and experimentation frameworks.
• Prior experience in fintech, financial services, trading, or consumer technology will be an advantage.

Location

Goregaon West, Mumbai.

Why Join Raise?

We’re a certified Great Place to Work, and it shows in everything we do - from how we collaborate to how we celebrate wins. Our culture is built on growth, ownership, and mutual respect. At Raise, you’ll find a flat hierarchy, open conversations, and a team that values passion, humility, and speed over titles and bureaucracy.

Our Values & Culture

We Look For People Who

• Are obsessed with customer satisfaction.
• Respect their work, teammates, and users.
• Value speed, humility, and thoughtful action.
• Prefer quality over quantity.
• Are hands-on regardless of role or title.
• Embrace ownership, discipline, and an entrepreneurial spirit.
• Believe in less talk, more execution.
• Are passionate about the work they do.

Raise is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive workplace.

About Raise Financial Services

We are building technology led financial products and infrastructure for India’s top 25Mn+ financially aware and literate users. Our product lines span investments, financing, insurance, payments, and wealth services. We will offer consumer products & services that cater to these users, and will offer the same technology & infrastructure to partners in the startup ecosystem willing to take the experience to everyone in India. Our focus is on 3 core aspects - build great products, deliver awesome experiences and provide exceptional customer services to our users.

Explore More

Company Website: www.raiseholding.co

Investment Platform: www.dhan.co

Instagram: Life at Raise