Lead-Business Initiatives (Strategy team)

Angel One; Mumbai; On-site; INR 4,000,000 - 7,500,000; Full time

Job summary

Angel One seeks a high-caliber Lead-Business Initiatives to work with senior leadership on strategic initiatives, incubation of new opportunities, and cross-functional transformation programs. The role translates priorities into measurable business outcomes and partners with product, technology, finance, legal, and operations to drive growth and governance.

The ideal candidate has 7–12 years in CEO/Chairman’s Office, business transformation, strategic planning, and venture building in

Qualifications

• MBA from a reputed institute is preferred.
• CA/CFA would be an added advantage.
• 7–12 years experience in CEO/Chairman’s Office, transformations, and strategy.

Responsibilities

• Drive enterprise-wide strategic initiatives aligned with growth priorities.
• Partner with senior leadership to define and execute high-impact programs.
• Lead cross-functional projects with executive oversight.
• Translate strategy into actionable workstreams and governance.
• Identify and incubate new fintech/wealth opportunities; drive pilots.
• Support M&A, partnerships, and inorganic growth efforts.
• Prepare board/investor materials and governance updates.
• Influence stakeholders across teams and ensure accountability.

Skills

Strategic Thinking

Problem Solving

Stakeholder Management

Business Case Development

Commercial Acumen

Cross-functional Leadership

Executive Communication

Board & Investor Engagement

M&A / Strategic Partnerships

Analytical & Decision-Making

Education

MBA from Tier-1 institute

CA/CFA advantageous

Job description

For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians. Today, 3.7+ crore customers trust Angel One across investing, trading, wealth creation, and credit.

We are one of the best fintech platforms, building simple, intelligent and seamless financial experiences for millions of users across the country. From investing and trading to wealth creation and credit, everything we build is focused on making financial journeys easier, faster, more accessible and engaging.

We believe strong fundamentals matter—in investing, in technology and in the way we build our teams. Trust, simplicity, speed and long-term thinking shape how we work and what we build.

Here, people work on real problems at real scale. Millions of users interact with our platform every day, and every team plays a role in shaping that experience.

We move fast, take ownership and keep learning along the way. No matter the role, people here are encouraged to share ideas, challenge the usual and build things that create real impact.

If you're excited to solve meaningful problems, build at scale, and shape the future of financial services, you'll fit right in.

Be part of our team that’s scaling sustainably, thinking big, and building for the billion!

Job Title: Lead-Business Initiatives

About the Role

We are seeking a high-caliber professional to work closely with senior leadership on strategic initiatives, business incubation opportunities, special projects, inorganic growth opportunities, and cross-functional transformation programs. The role sits at the intersection of strategy and execution, requiring the individual to translate strategic priorities into measurable business outcomes.

The incumbent will partner with business, product, technology, finance, legal, and operations teams to drive critical organizational priorities, support board and investor-related initiatives, evaluate new growth opportunities, and lead complex cross-functional programs from concept to execution. The role demands a highly adaptable individual who can navigate ambiguity, influence senior stakeholders, and deliver outcomes in a fast-evolving environment.

Strategic Initiatives & CEO Office Programs

• Drive enterprise-wide strategic initiatives aligned with the organization's growth priorities.
• Partner with senior leadership to define, structure, and execute high-impact business programs.
• Lead special projects requiring cross-functional coordination and executive oversight.
• Translate strategic objectives into actionable workstreams, governance frameworks, and measurable outcomes.

Business Incubation & New Opportunities

• Identify, evaluate, and support incubation of new business opportunities across fintech, wealth, capital markets, lending, insurance, and adjacent ecosystems.
• Develop business cases, operating models, and go-to-market strategies for emerging opportunities.
• Drive pilot launches and scaling plans for new initiatives.
• Monitor market developments and competitive trends to identify future growth avenues.

Inorganic Growth & Strategic Partnerships

• Evaluate inorganic opportunities including acquisitions, investments, partnerships, and strategic alliances.
• Support commercial assessments, due diligence activities, valuation analysis, and deal execution.
• Coordinate with internal and external stakeholders during transaction processes.
• Assist leadership in developing integration and value realization plans.

Board, Investor & Governance Support

• Support preparation of board presentations, strategic reviews, investor materials, and leadership updates.
• Develop high-quality analytical reports and executive communication documents.
• Track strategic priorities and ensure follow-through against commitments made to leadership, board members, and investors.
• Support governance mechanisms to drive accountability across business functions.

Policy & Strategic Projects

• Lead and support organization-wide policy, transformation, and process-improvement initiatives.
• Drive projects involving regulatory developments, industry developments, and ecosystem-level opportunities.
• Collaborate with internal stakeholders to ensure effective implementation of strategic decisions.

Stakeholder & Cross-Functional Management

• Partner with business and functional leaders to drive execution of key initiatives.
• Influence stakeholders across multiple teams without direct reporting authority.
• Resolve execution bottlenecks and ensure alignment across diverse workstreams.
• Establish strong working relationships with leadership teams and external ecosystem partners.

Who you are:

Education

• MBA from Tier-1 institute preferred
• CA/CFA would be an added advantage

Experience: 7–12 years experience in:

• CEO's Office / Chairman's Office
• Business Transformation
• Strategic Planning
• Program Management
• Venture Building
• Business Operations
• M&A / Inorganic Growth
• Fintech / BFSI Strategy

Skills Required

• Strategic Thinking & Problem Solving
• Stakeholder Management & Influencing
• Business Case Development & Commercial Acumen
• Cross-functional Leadership
• Executive Communication & Presentation Skills
• Board & Investor Engagement
• Business Incubation & Growth Strategy
• M&A / Strategic Partnerships Exposure
• Strong Analytical & Decision-Making Skills

At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).

As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.

We believe that everyone's unique experiences and viewpoints make us stronger together.

Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.